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American Funds New Economy A ANEFX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 53.07  /  0.32 %
  • Total Assets 29.3 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 35%

Morningstar’s Analysis ANEFX

Will ANEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Innovation is key on this flexible global growth option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds New Economy’s robust, global resources and flexible approach merit Above Average People and Process ratings.

Rated on Published on

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Portfolio Holdings ANEFX

  • Current Portfolio Date
  • Equity Holdings 219
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

6.44
1,765,133,815
Cash and Equivalents
5.46
1,497,686,240
Technology
4.74
1,298,517,144
Technology
2.74
751,636,368
Healthcare
2.03
556,711,581
Healthcare
1.96
536,688,436
Consumer Cyclical
1.89
519,064,707
Healthcare
1.62
444,817,742
Communication Services
1.60
438,061,350
Financial Services
1.46
400,577,239
Technology