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Mutual Fund Insights: American Funds New Economy R4 Fund (RNGEX)

In-depth Analysis of American Funds New Economy R4 Fund (RNGEX)

Mutual fund chart: American Funds New Economy R4 Fund (RNGEX)

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See American Funds New Economy R4 Fund (RNGEX) performance details as of February 28, 2010

  

    Last Trade: $23.02 on 3/19/2010, Change: -0.15 (-0.65%)
Experiment our closing price forecasting tool for American Funds New Economy R4 Fund (RNGEX) (alpha release)

  

Fund Manager - Harold H. La

Fund Manager Tenure: 4.1 years   [Similar Funds: RNGAX  RNGBX  RNGCX  RNGFX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Vice President, Capital Research Global Investors  Get more insights on Harold H. La

  

What we like about American Funds New Economy R4 Fund (RNGEX) What we like about American Funds New Economy R4 Fund (RNGEX)

Data for American Funds New Economy R4 Fund (RNGEX) as of February 28, 2010

  • American Funds New Economy R4 Fund (RNGEX) management has been with American Funds New Economy R4 Fund for 4.1 years
  • American Funds New Economy R4 Fund (RNGEX) has good short-term performance (1-year return 59.89% vs 51.46 % Large Growth category average)
  • American Funds New Economy R4 Fund (RNGEX) has good Long-term performance (5-year return 3.94% vs 1.34 % Large Growth category average)
  • American Funds New Economy R4 Fund (RNGEX) ratio of up-years vs down years is greater than 2
  • American Funds New Economy R4 Fund (RNGEX) has a Morningstar rating of 4 and above
  • American Funds New Economy R4 Fund (RNGEX) has an annual stock turnover rate of 51.00% vs Large Growth average of 109.62%. It is good that American Funds New Economy R4 management does not trade extensively for its return.
  • American Funds New Economy R4 Fund (RNGEX) has a lower management fee than its Large Growth average: 0.90% vs 1.33%

  

What we are cautious about American Funds New Economy R4 Fund (RNGEX) What we are cautious about American Funds New Economy R4 Fund (RNGEX)

Data for American Funds New Economy R4 Fund (RNGEX) as of February 28, 2010

  • American Funds New Economy R4 Fund (RNGEX) has a less-than-ideal mid-term performance (3-year return -2.93% vs -3.50 % Large Growth category average)
  • American Funds New Economy R4 Fund (RNGEX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.08 that is higher than category average of 21.35
  • Even though American Funds New Economy R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See American Funds New Economy R4 Fund (RNGEX) performance details as of February 28, 2010

  

  

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American Funds New Economy R4 Fund (RNGEX) Net Asset

Track net asset change of American Funds New Economy R4 fund (RNGEX)

DateNet Asset
02/2010$6.89B
01/2010$89.92M
11/2009$84.96M
More historic net asset information on American Funds New Economy R4 Fund (RNGEX)

  

American Funds New Economy R4 Fund (RNGEX) Portfolio Allocation

Track portfolio allocation change of American Funds New Economy R4 fund (RNGEX)

DateCashStockBondOther
09/20095.57%93.12%0.78%0.52%
06/20099.91%89.13%0.72%0.23%
03/20099.01%88.99%1.84%0.16%
Click here to see more historic asset allocation information on American Funds New Economy R4 Fund (RNGEX)

  

Most Recent Top 10 Holdings in American Funds New Economy R4 Fund (RNGEX)

Discover what American Funds New Economy R4 Fund (RNGEX) manager is buying

30-Sep-09
Ryanair Holdings plc [2.94%]
Apple Inc. [2.82%]
Google Inc. [2.15%]
Microsoft Corporation [2.09%]
INVERNESS MED INNOVA [2.07%]
Banco Bradesco [1.86%]
Yahoo! Inc. [1.74%]
JP MORGAN CHASE CO [1.73%]
CS GROUP AG N ORD [1.72%]
Tencent Holdings Ltd. [1.61%]

30-Jun-09
Ryanair Holdings plc [2.94%]
Apple Inc. [2.82%]
Google Inc. [2.15%]
Microsoft Corporation [2.09%]
INVERNESS MED INNOVA [2.07%]
Banco Bradesco [1.86%]
Yahoo! Inc. [1.74%]
JP MORGAN CHASE CO [1.73%]
CS GROUP AG N ORD [1.72%]
Tencent Holdings Ltd. [1.61%]

31-Mar-09
Google Inc. [3.45%]
Apple Inc. [3.17%]
Ryanair Holdings plc [3.09%]
Cisco Systems, Inc. [2.3%]
Inverness Medical Innovations, [2%]
Yahoo! Inc. [1.84%]
Tencent Holdings Ltd. [1.76%]
Teva Pharmaceutical Industries [1.69%]
Oracle Corporation [1.54%]
Microsoft Corporation [1.46%]
Click here for Stock Holding Change Map in American Funds New Economy R4 Fund (RNGEX)

  

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