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The New Economy Fund, Class F-2 Shs: (MF: NEFFX)

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

$85.00 USD

-0.13 (-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

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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 9.25 26
3 months 5.42 23
6 months 11.61 23
1 Year 50.79 2
3 Year 27.67 2
5 Year 11.52 12
10 Year 15.55 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,305.05

Load Adjusted Returns as of Apr 30, 2026

1 Year 31.85
5 Year 9.34
10 Year 13.80
Since Inception 12.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.50 NA NA NA
2025 -5.85 18.18 8.97 8.33
2024 10.97 4.82 4.55 1.91
2023 10.06 7.20 -3.38 13.51
2022 -13.98 -19.48 -3.47 5.46
2021 0.72 7.85 -0.44 3.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.2531.3523.9429.39-29.5012.1833.7626.74-4.0234.582.44
% Total Return Rel to Index -2.0210.004.714.97-10.40-5.9819.691.536.4014.46-2.89
% Total Return Rel to Peer -3.2612.8811.5610.75-9.93-4.0217.091.996.0012.35-3.13
% Perf Quintile vs Peer* 4.001.001.001.005.004.001.003.001.001.004.00
% Dividends 0.000.000.020.250.080.000.130.240.340.140.19
% Yield 0.000.000.030.000.180.000.210.470.770.270.49
Capital Gains ($) 0.007.215.862.000.004.671.463.203.653.610.71
Expense Ratio 0.000.510.510.520.520.510.520.550.550.570.58

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