ANEFX — American Funds New Economy Fund Class A NAV, chart and key statistics
Technical analysis2
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Addendum charts0
Fund facts#
Data provided bySource: Twelve Data- Expense ratio (prospectus)
- 0.72%
- Distribution yield
- Not shown
- YTD total return
- +13.76%
- YTD price return
- +13.76%
- Avg return 3Y
- +24.86%
- Avg return 5Y
- +9.19%
- AUM (whole fund, all share classes)
- $50B (2026-08-31)
- Fund family
- Capital Group
- 52W low
- $66.48
- 52W high
- $90.09
Performance · price returntotal return · as of 2026-11-12#
Data provided bySource: Twelve DataAbout ANEFX#
Objective: “The investment objective of the fund is long-term growth of capital.”
How it invests: “The fund seeks to achieve its objective by investing 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. In pursuing its investment objective, the fund invests primarily in common stocks that the investment adviser believes have the potential for growth. The fund also invests in common stocks with the potential to pay dividends. However, current income is not expected to be significant, particularly in low yield environments. The fund may invest up to 50% of its assets outside the United States, including in developing countries.”
Objective and strategy as stated in the fund’s SEC prospectus filing.Official SEC filings ↗
Holdings#
161 holdings · top 10 = 36% · filed Aug 31, 2026Top 10 holdings
Sector weights
Estimated portfolio characteristics
Estimated by our own bottom-up analysis of the fund’s SEC-filed holdings; recomputed daily from public data.
Annualized returns (CAGR)#
Data provided bySource: Twelve DataCompound annual growth rate per holding period, total return (dividends reinvested), from weekly adjusted closes. Each column is anchored at the date under it; horizons the fund’s history can’t span are omitted.
Fund flows#
Net creations minus redemptions per period, from the fund’s SEC Form N-PORT filings (series-level: where a fund shares its portfolio with mutual-fund share classes, flows cover all classes combined). Quarterly filings publish with a ~60-day lag, so recent months appear as filings land. Flow data begins mid-2019 — Form N-PORT did not exist before then, for any fund.