Back to top
more

The New Economy Fund, Class 529-c Shares: (MF: CNGCX)

(NASDAQ Mutual Funds) As of Jul 14, 2026 05:20 PM ET

$68.33 USD

+0.58 (0.86%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 23.29 4
3 months 30.78 1
6 months 23.29 4
1 Year 44.81 2
3 Year 28.98 2
5 Year 12.54 9
10 Year 15.93 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 150.68
Bear Market (10/07 - 2/09) -52.49
Bull Market (2/09 - 3/21) 1,204.70

Load Adjusted Returns as of Jun 30, 2026

1 Year 43.36
5 Year 12.53
10 Year 15.93
Since Inception 11.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.72 30.78 NA NA
2025 -6.08 17.87 8.70 8.05
2024 10.70 4.54 4.27 1.66
2023 9.76 6.91 -3.63 13.21
2022 -14.22 -19.69 -3.72 5.19
2021 0.47 7.57 -0.70 3.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 23.2930.0222.6828.03-30.2411.0532.3825.43-5.0033.211.32
% Total Return Rel to Index 10.928.673.463.62-11.14-7.1018.300.235.4213.10-4.00
% Total Return Rel to Peer 12.3211.5410.309.39-10.67-5.1515.710.685.0210.98-4.24
% Perf Quintile vs Peer* 1.001.001.001.005.005.002.004.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.007.215.862.000.004.671.463.203.653.610.71
Expense Ratio 0.001.521.541.581.561.521.561.591.601.641.67

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