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American Funds New World FundĀ® Class C – NEWCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
49.75-0.05 (-0.10%)45.68 - 57.150.0

Market data as of 6:06PM 11/25/15. Quotes are delayed by at least 15 min.

Overview - NEWCX

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with significant exposure to countries with developing economies and/or markets. It normally invests at least 35% of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and/or markets. The fund may also invest in equity securities of any company, regardless of where it is based, if the fund's investment adviser determines that a significant portion of the company's assets or revenues (generally 20% or more) is attributable to developing countries.

Growth of $10,000 (10 Years)

Total Return8.08%
Yield (Trailing 12 Mo.)0.04%
Expense Ratio1.84%
Front LoadNone
Deferred Load1.00%
Minimum Investment$250.00
Management Tenure16 Years
Fund Inception03/15/2001

Trailing Total Returns - NEWCX

as of 10/31/2015
TimeframeNEWCXS&P 500Diversified Emerging Mkts
1 Month6.41%8.44%6.01%
3 Month-5.23%-0.63%-5.77%
1 Year-9.04%5.20%-14.62%
3 Year1.50%16.20%-2.15%
5 Year0.39%14.33%-2.85%
10 Year5.95%7.85%5.06%
Since Inception8.08%10.55%--

Sector Allocation - NEWCX

as of 10/31/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - NEWCX

as of 10/31/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$22.49B
Total Stock Holdings298
Total Bond Holdings148

Top Ten Holdings - NEWCX

as of 10/31/2015
CompanyYTD Return% of Assets
Naspers Ltd Class N--1.76%
Novo Nordisk A/S B--1.52%
Hikma Pharmaceuticals PLC--1.48%
Novartis AG--1.29%
AIA Group Ltd--1.22%
AAC Technologies Holdings Inc--1.22%
HDFC Bank Ltd--1.21%
Murata Manufacturing Co Ltd--1.03%

Valuation & Growth - NEWCX

as of 10/31/2015
ValuationNEWCXCategory Range
Price/Cash Flow10.64
Dividend Yield2.4
LT Earnings12.83
Historical Earnings17.59
Sales Growth0.94
Cash-Flow Growth-1.35
Book-Value Growth-1.33
Key:  Lo 

Morningstar Summary - NEWCX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
ReturnAbove Avg
Key:  Lo 

Tax Analysis - NEWCX, 3 Year Avg

Pretax Return1.50%
Tax-adjusted Return0.92%
Tax Cost Ratio0.57%
Potential Cap Gains11.31%

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