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Fund Intelligence | Best Managers | NEWBX Insights | NEWBX Score | NEWBX Performance | NEWBX Manager | NEWBX News | NEWBX Allocation | NEWBX Holdings Change
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)
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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]
*Note: The price change will reset to 0 after the midnight
Stock Weighting Price change (15 mins delay) America Movil, S.A.B. de C.V. A 2.86% -0.39% NESTLE N ORD 1.37% 0.00% Itausa Investimentos Itau Sa 1.17% N/A Teva Pharmaceutical Industries 1.13% 1.64% Banco Santander - Chile ADS 1.13% -1.13% 1.13% 0.00% Vail Resorts, Inc. Common Stock 1.1% -0.18% Itau Unibanco Holding SA 1.02% N/A Pharsight Corporation 0.98% 0.00% LINDE AG 0.94% 0.00%
American Funds New World B Fund (NEWBX) Sector Breakdown (% of stocks) as of 31-Dec-09
Sector Weighting Hardware 2.75% Software 0.67% Media 0.32% Telecommunications 13.51% Consumer services 5.48% Business Services 2.45% Financial Services 22.33% Healthcare 8.75% Utilities 3.03% Consumer goods 15.20% Energy 10.19% Industrial materials 15.31%
American Funds New World B Fund (NEWBX) Fund Portfolio Allocation for 09/2009
Stock 76.62% Bond 11.06% Cash 12.2% Other 0.11%
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
- Delaware Emerging Markets A (DEMAX) [ Compare DEMAX with NEWBX ]
- DFA Emerging Markets Small Cap I (DEMSX) [ Compare DEMSX with NEWBX ]
- Dreyfus Emerging Markets I (DRPEX) [ Compare DRPEX with NEWBX ]
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)
- U.S. Securities and Exchange Commission Filing on American Funds New World B Fund (NEWBX)
- Google Finance page on American Funds New World B Fund (NEWBX)
- Morningstar page on American Funds New World B Fund (NEWBX)
- Yahoo Finance page on American Funds New World B Fund (NEWBX)
- MSN MoneyCentral Finance page on American Funds New World B Fund (NEWBX)
- Reuters Finance page on American Funds New World B Fund (NEWBX)
 
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See more information on American Funds New World B Fund (NEWBX)
- American Funds New World B Fund Insights
- American Funds New World B Fund Performance Data
- American Funds New World B Fund News
- American Funds New World B Fund Score Explaination
- American Funds New World B Fund Manager Information
- Historic American Funds New World B Fund Asset Allocation Report
- Historic American Funds New World B Fund Top 10 Holding Tracking
- Historic American Funds New World B Fund Asset Under Management Tracking


