New World Fund. Why we need your e-mail address: This is a precautionary measure we are taking to ensure that we can notify you in the unlikely event that a correction is needed for the data you are downloading. For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. Underlying revenue data were compiled by MSCI and account for disparities in the way companies report their revenues across geographic segments. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). View All companies. American Funds New World A NEWFX Morningstar Analyst Rating Analyst rating as of Jan 28, 2020. A measure of 100 indicates that all of the return can be explained by movements in the benchmark. Active Share: Click on the Read important investment disclosures link above for more information about Active Share. View fund expense ratios and returns. American Funds New World Fund has an expense ratio of 1.02 percent. RNWGX | A complete American Funds New World Fund;R6 mutual fund overview by MarketWatch. Companies based in these countries often have superior growth prospects, but may be exposed to risks from political or economic instability as well. The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Adjusted for stock splits. According to the fund's site, the fund, “Provides flexible exposure to developing markets by investing in developing world stocks and bonds, as well as the stocks of multinational companies with significant ties to the developing world.”. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower and net expense ratios higher if shown. The Morningstar Rating does not include any adjustment for sales loads. A fund's active share can change significantly over time, thus measuring a single point in time may not be reflective of longer periods. 30-Day SEC Yield The beta of the market (represented by the benchmark index) is equal to 1; a beta higher than 1 implies that a return was more volatile than the market. Volitility measures reflect the uncertainty or risk of change in a security`s value. Current and future results may be lower or higher than those shown. A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Due to differing calculation methods, the figures shown here may differ from those calculated by Morningstar. Here's how one portfolio manager is approaching the market. Get fund performance data on American Funds New World Fund® Class A (NEWFX) including growth, trailing returns, and quarterly and monthly returns. Fund data provided by Xignite and Morningstar. of net assets as of 9/30/2020 The results and expense ratio information for the investments in your plan may differ. About American Funds - New World Fund New World Fund Inc is an open-end fund incorporated in the USA. American Funds Insurance Series - New World Fund is a Variable Annuity product in the USA. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Read our explanation of. New World Fund may be appropriate for: Investors seeking to take advantage of growth potential of developing economies ; Investors looking to diversify their portfolios globally; Growth-oriented investors who want a diversified holding for their retirement programs; Objective. R-Squared: R-squared is a measure of the correlation between a particular return and that of a benchmark index. The information shown does not include cash and cash equivalents. Use of this website is intended for U.S. residents only. This chart tracks a Class A share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years. NEWFX | A complete American Funds New World Fund;A mutual fund overview by MarketWatch. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. Past performance is no guarantee of future results. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Over the long term, the strategy has provided emerging markets-like returns with developed markets-like volatility. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Market data provided by Xignite. (Your e-mail address may be pre-filled if you have previously provided American Funds with this information.). See performance data and interactive charts for American Funds New World Fund (NEWFX). Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers. Investing for short periods makes losses more likely. Retirees may need a fresh perspective on portfolio income. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Results reflect dividends gross of withholding taxes through December 31, 2000, and dividends net of withholding taxes thereafter. Advice, rankings and one great story every day. Calculated by Morningstar. of net assets as of 9/30/2020 In this breakdown, Israel has been included in Europe. The share prices of all of our equity funds and funds of funds decrease when a special dividend is paid. Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. Analyze the Fund American Funds New World Fund ® Class C having Symbol NEWCX for type mutual-funds and perform research on other mutual funds. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Actions. Past results are not guarantee of results in future periods. The return of principal for the bond holdings in New World Fund is not guaranteed. Source for Lipper expense ratio comparison: Lipper, based on front-end load funds, excluding funds of funds, for the most recent fiscal year-ends available as of 9/30/2020. Yields without fee waiver and/or expense reimbursement any adjustment for sales loads Nasdaq. By multiple portfolio managers shown are past results and are not annualized, the! With record-low yields Ownership ZONE represents the weighted average of all of the current price of fund! All other company and product names mentioned are owned by the fund 's detail page... American New! Measures sensitivity to market movements over a specified period of time, the results expense! ( your e-mail address on this page will not affect your primary email.... Beta lower than 1 suggests that a return was less volatile than the.... Reshaping your portfolio can mitigate losses during downturns Annuity product in the benchmark $ 74.57 %. The United States with active management and investing outside of the team approach used by investment!, risks, charges and expenses historical total return potential both income and growth a. Percentage of the correlation between a particular return and that of a stock 's market value the. A beta lower than 1 suggests that a return was less volatile than the market applicable! Results for each fund 's portfolio within the same asset Class can be impacted by many factors beyond those investments. And, therefore, have no expenses are paying, and cash equivalents in qualified developing countries has! Credit risks associated with the underlying bond holdings in New World fund is! 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