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Mutual Fund Insights: American Funds New World 529B Fund (CNWBX)

In-depth Analysis of American Funds New World 529B Fund (CNWBX)

Mutual fund chart: American Funds New World 529B Fund (CNWBX)

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1 year
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See American Funds New World 529B Fund (CNWBX) performance details as of January 31, 2010

  

    Last Trade: $47.36 on 3/17/2010, Change: +0.45 (0.96%)

  

Fund Manager - Carl M. Kawaja

Fund Manager Tenure: 10.8 years   [Similar Funds: CNWAX  CNWCX  CNWEX  CNWFX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
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.  Get more insights on Carl M. Kawaja

  

What we like about American Funds New World 529B Fund (CNWBX) What we like about American Funds New World 529B Fund (CNWBX)

Data for American Funds New World 529B Fund (CNWBX) as of January 31, 2010

  • American Funds New World 529B Fund (CNWBX) management has been with American Funds New World 529B Fund for 10.8 years
  • American Funds New World 529B Fund (CNWBX) ratio of up-years vs down years is greater than 2
  • American Funds New World 529B Fund (CNWBX) has a Morningstar rating of 4 and above
  • American Funds New World 529B Fund (CNWBX) has an annual stock turnover rate of 36.00% vs Diversified Emerging Mkts average of 85.71%. It is good that American Funds New World 529B management does not trade extensively for its return.
  • American Funds New World 529B Fund (CNWBX) is less volatile than its peers as it has a 3-year Standard Deviation of 26.01, lower than category average of 33.23

  

What we are cautious about American Funds New World 529B Fund (CNWBX) What we are cautious about American Funds New World 529B Fund (CNWBX)

Data for American Funds New World 529B Fund (CNWBX) as of January 31, 2010

  • American Funds New World 529B Fund (CNWBX) has a less-than-ideal short-term performance (1-year return 55.21% vs 78.02% Diversified Emerging Mkts category average)
  • American Funds New World 529B Fund (CNWBX) has a less-than-ideal Long-term performance (5-year return 10.18% vs 11.75% Diversified Emerging Mkts category average)
  • American Funds New World 529B Fund (CNWBX) is less safe compared to its Diversified Emerging Mkts peers
  • American Funds New World 529B Fund (CNWBX) does not have a good risk adjusted return as its 3-year Alpha of 8.85 is worse than category average of 12.91, and its 3-year Sharpe ratio is 0.07
  • American Funds New World 529B Fund (CNWBX) has a higher management fee of 2.01% than its Diversified Emerging Mkts average of 1.76%
  • American Funds New World 529B Fund (CNWBX) carries a 5% load
See American Funds New World 529B Fund (CNWBX) performance details as of January 31, 2010

  

  

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American Funds New World 529B Fund (CNWBX) Net Asset

Track net asset change of American Funds New World 529B fund (CNWBX)

DateNet Asset
01/2010$39.72M
11/2009$38.92M
10/2009$37.74M
More historic net asset information on American Funds New World 529B Fund (CNWBX)

  

American Funds New World 529B Fund (CNWBX) Portfolio Allocation

Track portfolio allocation change of American Funds New World 529B fund (CNWBX)

DateCashStockBondOther
09/200912.2%76.62%11.06%0.11%
06/200915.47%71.65%12.88%0%
03/200911.56%73.75%13.71%0.99%
Click here to see more historic asset allocation information on American Funds New World 529B Fund (CNWBX)

  

Most Recent Top 10 Holdings in American Funds New World 529B Fund (CNWBX)

Discover what American Funds New World 529B Fund (CNWBX) manager is buying

30-Sep-09
AMERICA MOVIL, S.A.B [2.93%]
Teva Pharmaceutical Industries [1.67%]
NESTLE N ORD [1.45%]
Gazprom OAO (EDR) [1.25%]
VAIL RESORTS INC [1.25%]
Inbev [1.08%]
BANCO SANTANDER CHI [1.07%]
Itausa - Investimentos Itau [1.05%]
Pharsight Corporation [1.01%]
PT Bank Rakyat Indonesia (Persero) [0.99%]

30-Jun-09
AMERICA MOVIL, S.A.B [2.93%]
Teva Pharmaceutical Industries [1.67%]
NESTLE N ORD [1.45%]
Gazprom OAO (EDR) [1.25%]
VAIL RESORTS INC [1.25%]
Inbev [1.08%]
BANCO SANTANDER CHI [1.07%]
Itausa - Investimentos Itau [1.05%]
Pharsight Corporation [1.01%]
PT Bank Rakyat Indonesia (Persero) [0.99%]

31-Mar-09
Teva Pharmaceutical Industries [2.86%]
America Movil, S.A.B. de C.V. [2.6%]
Nestle [1.84%]
Gazprom OAO (EDR) [1.58%]
Anheuser-Busch Inbev Sa, Bruxelles [1.55%]
Israel Chemicals Ltd [1.5%]
Philippine Long Distance Telephone [1.21%]
Petroleo Brasileiro S.A. [1.15%]
Mtn Group Limited [1.13%]
Avon Products, Inc. [1.09%]
Click here for Stock Holding Change Map in American Funds New World 529B Fund (CNWBX)

  

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