Generally the higher the R-squared measure, the more reliable the beta measurement will be. Figures shown are past results and are not predictive of results in future periods. If a sales charge had been deducted, the results would have been lower. Add to watchlist; Add to portfolio; Price (USD) 84.82; Today's Change 0.52 / 0.62%; 1 Year change 19.85%; Data delayed at least 15 minutes, as of Dec 10 2020. Volatility & Return chart is not available for funds less than 10 years old. The American Funds New World Fund falls into Morningstar’s diversified emerging markets category, meaning that the managers invest primarily in the stocks of companies domiciled in developing markets countries. Investing for short periods makes losses more likely. (updated quarterly). Volitility measures reflect the uncertainty or risk of change in a security`s value. American Funds New World Fund® Unit Class 3 Prospectus Growth Overview. 16, 2020. Source: Morningstar, based on the 5-year average annual total returns on a rolling monthly basis and the 5-year annualized standard deviation on a trailing basis versus the U.S. fund diversified emerging markets category for the period from the fund's inception date of June 1, 1999, to December 31, 2019 (for all share classes at NAV). Special dividends are distributed with the last dividend payment at the end of the calendar year. Market data provided by Xignite. Years of Experience with Investment Industry. Research information including trailing returns and hypothetical growth for American Funds New World Fund. Revenue exposure at the portfolio and index level was calculated by using FactSet, which takes these company revenue exposures and multiplies by the company’s weighting in the portfolio and index. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. It also includes a relatively small opportunistic sleeve of emerging markets fixed income with attractive total return potential. Valuation Price-to-Earnings Ratio: Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. The result is a diversified portfolio based on the collection of managers' individual investment decisions. See Disclaimer. The fund will invest at least 35% of assets in securities of issuers based primarily in qualified developing countries. Note: Updating your e-mail address on this page will not affect your primary email address. Generally the higher the R-squared measure, the more reliable the beta measurement will be. 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. Financial advisors say reshaping your portfolio can mitigate losses during downturns. As of each fund's most recent prospectus. Fund as of most recent prospectus. This includes shares of money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. Active Share: Click on the Read important investment disclosures link above for more information about Active Share. Your fee is one of the powerful tools you have to improve your firm's financial health. Prices and returns will vary, so investors may lose money. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Dividends offer income for investors, but the yields vary from sector to sector. The fund is a complement to an international allocation for investors seeking exposure to emerging-markets stocks. The best retirement funds offer investors both income and growth for a secure tomorrow. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. Investors can add these new exchange-traded funds to a portfolio. Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. The fund may invest in debt securities, which may be rated below investment grade (BB/Ba and below, or unrated, but determined by the fund’s investment adviser to be of equivalent quality). Analyze the Fund American Funds New World Fund ® Class C having Symbol NEWCX for type mutual-funds and perform research on other mutual funds. A beta lower than 1 suggests that a return was less volatile than the market. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. California Do Not Sell My Personal Information Request. American Funds Insurance Series - New World Fund is a Variable Annuity product in the USA. Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. From American Funds New World fund ® ( NEWFX ), member FINRA addition to normal... A fund/model, corporate and government bonds, and lipper does not guarantee the of... 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