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American Funds New World Fund A: (MF: NEWFX)

(NASDAQ Mutual Funds) As of Oct 22, 2021 08:00 PM ET

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$94.27 USD

+0.05 (0.05%)

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 Sep 30, 2021

Total Return %* Percentile Rank Objective
YTD 4.62 60
3 months -4.88 73
6 months 3.88 38
1 Year 24.65 40
3 Year 15.15 9
5 Year 13.07 10
10 Year 9.61 21

* Annual for three years and beyond.

Zacks Premium Research for NEWFX

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

Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 37.73
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 9/30/2021 16,843.80
%Turnover 9/30/2021 38.00

Risk

3 Year 5 Year 10 Year
Beta 0.88 0.85 0.89
Alpha 1.03 -0.93 -4.38
R Squared 0.83 0.72 0.71
Std. Dev. 18.31 15.22 14.03
Sharpe 0.87 0.86 3.00

Sector / Country Weightings

As of 9/30/2021 % of Portfolio
United States 33.01
China 11.27
India 7.81
Brazil 7.75
France 4.49
Hong Kong 4.47
Netherlands 3.59
Taiwan 3.25
United Kingdom 2.61
Japan 2.55

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2021)
% of Portfolio Value (Mil$)
MICROSOFT CORP 2.65 1,609.68
VALE SA 2.25 1,369.21
MERCADOLIBRE INC 1.89 1,148.03
TAIWAN SEMICONDUCTOR MANU 1.86 1,132.51
PAYPAL HOLDINGS INC 1.72 1,045.07
RELIANCE INDUSTRIES LTD 1.70 1,033.78
SEA LIMITED 1.62 985.12
KOTAK MAHINDRA BANK LTD 1.46 885.05
PAGSEGURO DIGITAL LTD 1.40 850.32

Stock Holding % of Net Assets

As Of 7/31/2021
Total Issues NA
Avg. P/E 30.00
Avg. P/Book 4.46
Avg. EPS Growth 13.33
Avg. Market Value (Mil $) 345,948

Allocation

% of Portfolio
Large Growth 23.02
Large Value 0.00
Small Growth 3.61
Small Value 0.00
Foreign Stock 14.21
Emerging Market 41.25
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 10.46
High Yield Bond 0.00