Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund

 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | NEWBX Insights | NEWBX Score | NEWBX Performance | NEWBX Manager | NEWBX News | NEWBX Allocation | NEWBX Holdings Change

American Funds New World B Fund (NEWBX)

Fund performance review and position details on American Funds New World B Fund (NEWBX)

    Last Trade: $47.30 on 3/19/2010, Change: -0.22 (-0.46%)

  

American Funds New World B Fund (NEWBX) Fund Statistics (February 28, 2010)

Category: Diversified Emerging Mkts
Net Asset: $15.91B
Yield: 0.59%
Year-to-Date Return: -3.48%
Morningstar rating: 4

American Funds New World B Fund (NEWBX) Cost

Initial Investment: $250
Total Expense Ratio (Diversified Emerging Mkts average): 1.95% (1.78%)
Max Front End Sales Load: %
Max Back End Sales Load: 5.00%
Annual Holdings Turnover: 36.00%

American Funds New World B Fund (NEWBX) Performance

1-month Performance (Diversified Emerging Mkts category average): 0.65% (0.91%)
3-month Performance (Diversified Emerging Mkts category average): -1.72% (-1.54%)
1 Year Performance (Diversified Emerging Mkts category average): 62.96% (89.99 %)
3 Year Performance (Diversified Emerging Mkts category average): 1.02% (0.80 %)
5 Year Performance (Diversified Emerging Mkts category average): 9.18% (10.19 %)
Best 3 year performance: 28.38%
Worst 3 year performance: -2.40%
Number of Years of positive return: 6 years
Number of Years of negative return: 3 years
3 year Alpha (Diversified Emerging Mkts category average): 10.22 (14.17)
3 year Beta (Diversified Emerging Mkts category average): 1.03 (1.3)
3 year Sharpe Ratio: 0.1
3 year Treynor: -0.79

  

Most Recent Top 10 Stock Holdings in American Funds New World B Fund (NEWBX) as of 31-Dec-09

[See Stock Holding Change Map]

StockWeightingPrice change (15 mins delay)
America Movil, S.A.B. de C.V. A2.86%-0.39%
NESTLE N ORD1.37%0.00%
Itausa Investimentos Itau Sa1.17%N/A
Teva Pharmaceutical Industries 1.13%1.64%
Banco Santander - Chile ADS1.13%-1.13%
1.13%0.00%
Vail Resorts, Inc. Common Stock1.1%-0.18%
Itau Unibanco Holding SA1.02%N/A
Pharsight Corporation0.98%0.00%
LINDE AG0.94%0.00%
*Note: The price change will reset to 0 after the midnight

American Funds New World B Fund (NEWBX) Sector Breakdown (% of stocks) as of 31-Dec-09

SectorWeighting
Hardware2.75%
Software0.67%
Media0.32%
Telecommunications13.51%
Consumer services5.48%
Business Services2.45%
Financial Services22.33%
Healthcare8.75%
Utilities3.03%
Consumer goods15.20%
Energy10.19%
Industrial materials15.31%

American Funds New World B Fund (NEWBX) Fund Portfolio Allocation for 09/2009

Stock76.62%
Bond11.06%
Cash12.2%
Other0.11%

Interested in other top mutual funds in similar Diversified Emerging Mkts category?

Below are some additional Diversified Emerging Mkts mutual funds generated out of our database

    Browse other funds in Diversified Emerging Mkts Category

  

Related books and products to American Funds New World B Fund (NEWBX)

  

Other Financial Data Web Sites on American Funds New World B Fund (NEWBX)

Addition research sites for American Funds New World B Fund (NEWBX)

 

Message Boards or Discussion Forum on American Funds New World B Fund (NEWBX)

Addition discussions on American Funds New World B Fund (NEWBX)

 

Books and Resources

 

 

See more information on American Funds New World B Fund (NEWBX)