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Mutual Fund Insights: American Funds New World 529F Fund (CNWFX)

In-depth Analysis of American Funds New World 529F Fund (CNWFX)

Mutual fund chart: American Funds New World 529F Fund (CNWFX)

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See American Funds New World 529F Fund (CNWFX) performance details as of February 28, 2010

  

    Last Trade: $47.80 on 3/19/2010, Change: -0.22 (-0.46%)

  

Fund ManagerFund Manager - Nicholas J. Grace

Fund Manager Tenure: 0.2 years   [Similar Funds: CNWAX  CNWBX  CNWCX  CNWEX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Nicholas J. Grace is a senior vice president with Capital Research Management Company. Nicholas J. Grace has 17 years of investment experience.  Get more insights on Nicholas J. Grace

  

What we like about American Funds New World 529F Fund (CNWFX) What we like about American Funds New World 529F Fund (CNWFX)

Data for American Funds New World 529F Fund (CNWFX) as of February 28, 2010

  • American Funds New World 529F Fund (CNWFX) has good mid-term performance (3-year return 1.97% vs 0.80 % Diversified Emerging Mkts category average)
  • American Funds New World 529F Fund (CNWFX) ratio of up-years vs down years is greater than 2
  • American Funds New World 529F Fund (CNWFX) has a Morningstar rating of 4 and above
  • American Funds New World 529F Fund (CNWFX) has an annual stock turnover rate of 36.00% vs Diversified Emerging Mkts average of 94.93%. It is good that American Funds New World 529F management does not trade extensively for its return.
  • American Funds New World 529F Fund (CNWFX) is less volatile than its peers as it has a 3-year Standard Deviation of 26, lower than category average of 33.22
  • American Funds New World 529F Fund (CNWFX) has a lower management fee than its Diversified Emerging Mkts average: 0.98% vs 1.78%
  • American Funds New World 529F Fund (CNWFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about American Funds New World 529F Fund (CNWFX) What we are cautious about American Funds New World 529F Fund (CNWFX)

Data for American Funds New World 529F Fund (CNWFX) as of February 28, 2010

  • American Funds New World 529F Fund (CNWFX) management has been with American Funds New World 529F Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
  • American Funds New World 529F Fund (CNWFX) has a less-than-ideal short-term performance (1-year return 64.50% vs 89.99 % Diversified Emerging Mkts category average)
  • American Funds New World 529F Fund (CNWFX) has a less-than-ideal Long-term performance (5-year return 10.18% vs 10.19 % Diversified Emerging Mkts category average)
  • American Funds New World 529F Fund (CNWFX) does not have a good risk adjusted return as its 3-year Alpha of 11.16 is worse than category average of 14.17, and its 3-year Sharpe ratio is 0.14
See American Funds New World 529F Fund (CNWFX) performance details as of February 28, 2010

  

  

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American Funds New World 529F Fund (CNWFX) Net Asset

Track net asset change of American Funds New World 529F fund (CNWFX)

DateNet Asset
02/2010$15.91B
01/2010$17.25M
11/2009$15.95M
More historic net asset information on American Funds New World 529F Fund (CNWFX)

  

American Funds New World 529F Fund (CNWFX) Portfolio Allocation

Track portfolio allocation change of American Funds New World 529F fund (CNWFX)

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 529F Fund (CNWFX)

  

Most Recent Top 10 Holdings in American Funds New World 529F Fund (CNWFX)

Discover what American Funds New World 529F Fund (CNWFX) 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 529F Fund (CNWFX)

  

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