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

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$64.16 USD

-0.01 (-0.02%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 19.02 8
3 months 8.07 9
6 months 10.66 27
1 Year 28.12 7
3 Year 2.45 60
5 Year 12.08 27
10 Year 10.72 8

* 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) 806.95

Load Adjusted Returns as of Aug 31, 2024

1 Year 20.34
5 Year 10.06
10 Year 9.94
Since Inception 11.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.91 4.76 NA NA
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
2020 -16.55 25.26 9.73 16.34
2019 14.67 1.70 -1.70 10.28

Annual Return

20242023202220212020201920182017201620152014
% Total Return 19.0229.06-29.6611.9233.4426.44-4.2134.352.193.794.58
% Total Return Rel to Index 1.924.65-10.57-6.2419.371.246.2114.23-3.136.551.65
% Total Return Rel to Peer 5.8610.42-10.10-4.2816.771.705.8112.12-3.386.062.69
% Perf Quintile vs Peer* 0.001.005.004.001.003.001.001.004.001.002.00
% Dividends 0.000.120.000.000.010.140.230.060.090.150.20
% Yield 0.000.210.000.000.010.280.520.130.240.380.47
Capital Gains ($) 0.002.000.004.671.463.203.653.610.712.063.02
Expense Ratio 0.750.770.750.740.770.780.760.780.810.780.79

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