DE Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers. For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. This chart tracks a Class A share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Distribution rate 12-month: The income per share paid by the fund over the past 12 months to an investor from dividends (including any special dividends). This information is provided in detail in the shareholder reports. More information is available at. Returns for one year or less are not annualized, but calculated as cumulative total returns. Returns as of 11/30/20 (updated monthly). The return of principal for the bond holdings in New World Fund is not guaranteed. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. The Morningstar Ratings are based on the share classes of each underlying fund held by the series; other underlying fund share classes may have different performance characteristics. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. See Disclaimer. More Take Action. The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities while the distribution rate reflects the fund’s past dividends paid to shareholders. Investing for short periods makes losses more likely. Vanguard has a mix of popular bond mutual funds and ETFs. Analyze the Fund American Funds New World Fund ® Class C having Symbol NEWCX for type mutual-funds and perform research on other mutual funds. The funds are managed based on their investment objectives and strategies described in the prospectus; managing to active share is not part of any fund's strategy. Share Class: Each share class available for a fund has different fees and expense structures, but all of the classes for a particular fund invest in the same pool of securities. In the unlikely event that a correction is made for fund data you are downloading, a notification will be sent to the e-mail address specified below. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. It also includes a relatively small opportunistic sleeve of emerging markets fixed income with attractive total return potential. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. Health savings accounts can lower your tax rate and save you money. In this breakdown, Israel has been included in Europe. Due to the fund’s focus on emerging-market countries, the fund’s risk is high. of net assets as of 9/30/2020 Investors can add these new exchange-traded funds to a portfolio. American Funds’ parent Capital Group will disclose Akira Shiraishi and Piyada Phanaphat on American Funds New World's management team in January 2021. This strategy seeks broad exposure to emerging markets opportunities, principally by investing in emerging markets companies as well as multinational companies with material emerging markets exposure. Read details about how waivers and/or reimbursements affect the results for each fund. Returns for one year or less are not annualized, but calculated as cumulative total returns. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). A beta lower than 1 suggests that a return was less volatile than the market. Some statistics may not be available for all fund (e.g., Top Equity Holdings for Bond funds). Standard Deviation: Annualized standard deviation (based on monthly returns) is a common measure of absolute volatility that tells how returns over time have varied from the mean. About American Funds - New World Fund New World Fund Inc is an open-end fund incorporated in the USA. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Calculated by Morningstar. Learn more about mutual funds at fidelity.com. Effective 10/1/2020, Wahid Butt will no longer manage money in the fund. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Investors should watch out for mutual funds with high turnover rates. FR. YTD (year-to-date return): the net change in the value of the portfolio (in percentage terms) from January 1 of the current year to the date shown above. Contact U.S. News Best Funds. New World Fund ® (NEWFX) VIEW A DIFFERENT FUND ... American Funds Benchmark for the 10 Years ending 9/30/20 (updated quarterly). 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