Nasdaq - Delayed Quote USD

American Funds New Economy A (ANEFX)

63.08 +0.66 (+1.06%)
As of 8:06 AM EDT. Market Open.

Top 9 Holdings (30.01% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 6.64%
MSFT
Microsoft Corporation 6.48%
META
Meta Platforms, Inc. 3.27%
AMZN
Amazon.com, Inc. 2.96%
NVDA
NVIDIA Corporation 2.35%
LLY
Eli Lilly and Company 2.28%
MU
Micron Technology, Inc. 2.05%
UNH
UnitedHealth Group Incorporated 2.04%
TMO
Thermo Fisher Scientific Inc. 1.94%

Sector Weightings

SectorANEFX
Technology   38.86%
Healthcare   19.14%
Industrials   8.62%
Energy   3.21%
Utilities   0.05%
Real Estate   0.02%

Overall Portfolio Composition (%)

Cash 2.75%
Stocks 96.84%
Bonds 0.00%
Others 0.28%
Preferred 0.13%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average ANEFX Category Average
Price/Earnings 0.03 33.46
Price/Book 0.18 5.38
Price/Sales 0.29 3.97
Price/Cashflow 0.04 21.99
Median Market Cap 171,551.27 139,280.73
3 Year Earnings Growth 26.45 20.56

Bond Holdings

Performance & Risk

YTD Return 16.88%
5y Average Return 12.07%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family American Funds
Net Assets 33B
YTD Return 10.14%
Yield 0.21%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Summary

The fund invests primarily in common stocks that the investment adviser believes have the potential for growth. It invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. The fund may invest up to 50% of its assets outside the United States, including in developing countries.

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