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American Funds New Economy Fund A: (MF: ANEFX)

(NASDAQ Mutual Funds) As of Jun 11, 2026 05:20 PM ET

$85.42 USD

+2.48 (2.99%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 22.05 2
3 months 18.25 1
6 months 24.41 2
1 Year 55.91 1
3 Year 31.38 1
5 Year 13.89 3
10 Year 16.36 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 162.45
Bear Market (10/07 - 2/09) -51.94
Bull Market (2/09 - 3/21) 1,407.21

Load Adjusted Returns as of May 31, 2026

1 Year 24.42
5 Year 7.88
10 Year 12.91
Since Inception 11.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.53 NA NA NA
2025 -5.90 18.11 8.92 8.26
2024 10.91 4.76 4.48 1.85
2023 9.97 7.14 -3.45 13.44
2022 -14.03 -19.54 -3.53 5.40
2021 0.65 7.79 -0.51 3.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 22.0531.0623.6529.06-29.6611.9233.4426.44-4.2134.352.19
% Total Return Rel to Index 3.369.714.434.65-10.57-6.2419.371.246.2114.23-3.13
% Total Return Rel to Peer 3.2712.5811.2710.42-10.10-4.2816.771.705.8112.12-3.38
% Perf Quintile vs Peer* 2.001.001.001.005.005.001.003.001.001.004.00
% Dividends 0.000.000.000.120.000.000.010.140.230.060.09
% Yield 0.000.000.000.000.000.000.010.280.520.130.24
Capital Gains ($) 0.007.215.862.000.004.671.463.203.653.610.71
Expense Ratio 0.000.730.750.770.750.740.770.780.760.780.81

* 1 = Top 20%, 5 = Bottom 20%