Back to top
more

The New Economy Fund, Class 529-e Shares: (MF: CNGEX)

(NASDAQ Mutual Funds) As of May 22, 2026 05:20 PM ET

$79.63 USD

-0.12 (-0.15%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.08 28
3 months 5.29 24
6 months 11.34 25
1 Year 50.06 3
3 Year 27.04 3
5 Year 10.96 16
10 Year 14.97 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 157.56
Bear Market (10/07 - 2/09) -52.17
Bull Market (2/09 - 3/21) 1,180.27

Load Adjusted Returns as of Apr 30, 2026

1 Year 31.21
5 Year 8.79
10 Year 13.23
Since Inception 11.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.59 NA NA NA
2025 -5.96 18.03 8.84 8.19
2024 10.84 4.67 4.43 1.78
2023 9.91 7.07 -3.51 13.37
2022 -14.08 -19.58 -3.59 5.32
2021 0.60 7.71 -0.57 3.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.0830.7023.3228.73-29.8511.6133.0826.05-4.4933.971.91
% Total Return Rel to Index -2.129.354.104.31-10.76-6.5419.010.855.9213.85-3.41
% Total Return Rel to Peer -3.3512.2210.9410.09-10.29-4.5816.411.315.5311.74-3.66
% Perf Quintile vs Peer* 4.001.001.001.005.005.001.004.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.030.090.000.00
% Yield 0.000.000.000.000.000.000.000.070.230.000.00
Capital Gains ($) 0.007.215.862.000.004.671.463.203.653.610.70
Expense Ratio 0.001.011.011.041.021.011.031.071.071.091.12

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