American Funds New World 529F
333 South Hope Street Los Angeles, California 90071-1447
Phone: 800-421-0180
| Category: |
Diversified Emerging Mkts |
| Fund Family: |
American Funds |
| Net Assets: |
17.25M |
| Year-to-Date Return: |
-4.03% |
| Yield: |
1.44% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
17-Sep-02 |
|
Carl M. Kawaja
Lead Manager since
17-Jun-99 |
|
| Carl Kawaja is a portfolio manager, a director of Capital International Asset Management and a senior vice president of Capital Research Company. Prior to joining the Capital Group organization in 1991, Carl was a security analyst for Gabelli and Co. in New York, as well as an equity analyst for Levesque Beaubien Inc. in Montreal. Carl received a bachelor's degree in history from Brown University and an MBA from Columbia University Graduate School of Business. He is based in San Francisco. |
| Min Initial Investment: |
$250 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
$250 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| 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. |
| Last Dividend
(22-Dec-09):
|
0.65 |
| Last Cap Gain
(12-Dec-07):
|
3.79 |
| Annual Holdings Turnover
|
36.00% |
| Average for Category:
|
85.71% |
|
| Expense |
CNWFX |
Category
Avg |
| Total Expense Ratio: |
0.99%
|
1.76% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.53% |
| Max Deferred Sales Load: |
%
|
2.40% |
| 3 Yr Expense Projection*: |
$354 |
$750 |
| 5 Yr Expense Projection*: |
$605 |
$1,196 |
| 10 Yr Expense Projection*: |
$1,316 |
$2,432 |
|
|
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