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The New Economy Fund, Class 529-a Shares: (MF: CNGAX)

(NASDAQ Mutual Funds) As of Aug 25, 2026 05:22 PM ET

$84.57 USD

+0.59 (0.70%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.43 9
3 months 5.72 16
6 months 11.39 7
1 Year 34.81 3
3 Year 25.45 1
5 Year 11.80 12
10 Year 15.35 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 162.01
Bear Market (10/07 - 2/09) -51.96
Bull Market (2/09 - 3/21) 1,394.54

Load Adjusted Returns as of Jul 31, 2026

1 Year 41.01
5 Year 12.62
10 Year 16.42
Since Inception 12.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.53 31.02 NA NA
2025 -5.90 18.10 8.92 8.25
2024 10.90 4.74 4.48 1.84
2023 9.98 7.12 -3.44 13.42
2022 -14.03 -19.55 -3.53 5.38
2021 0.66 7.79 -0.51 3.66

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.4231.0323.6229.03-29.6911.9033.3826.38-4.2734.282.12
% Total Return Rel to Index 13.829.684.394.62-10.59-6.2519.301.186.1414.17-3.20
% Total Return Rel to Peer 14.1312.5511.2310.39-10.12-4.3016.711.645.7512.05-3.45
% Perf Quintile vs Peer* 1.001.001.001.005.005.001.003.001.001.004.00
% Dividends 0.000.000.000.110.000.000.010.130.200.060.07
% Yield 0.000.000.000.000.000.000.010.260.470.130.19
Capital Gains ($) 0.007.215.862.000.004.671.463.203.653.610.71
Expense Ratio 0.000.760.780.800.780.770.800.830.830.850.88

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