Advertisement
Skip to Content
Morningstar

American Funds New World 529E CNWEX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 70.58  /  0.34 %
  • Total Assets 49.8 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.210%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.66%
  • Turnover 39%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis CNWEX

Will CNWEX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CNWEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CNWEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CNWEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming Leadership Transitions on American Funds New World Do Not Change Our View

Senior Analyst

Analyst Note

|

Unlock our full analysis with Morningstar Investor