NEWFX Mutual Fund

NEWFX Mutual Fund (New World Fund Class A) is managed by American Funds with $49.2M in net assets. NEWFX expense ratio is 0.96%, holding 624 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1999-06-17.

NEWFX performance shows a YTD return of 13.83%. The 1-year return is 27.26% and the 5-year return is 6.24%. NEWFX dividend yield stands at 5.01%, paid annually.

NEWFX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (8.6%), Sk Hynix Inc Common Stock KRW 5000 (3.6%), Tencent Holdings Ltd Ordinary Shares (2.7%), Mercadolibre Inc (1.7%), Broadcom Inc (1.6%). Go to all NEWFX holdings, NEWFX sectors, or NEWFX dividends.

NEWFX can be compared against other funds. Use NEWFX overlap to find shared positions, or NEWFX vs another fund for a side-by-side view. NEWFX alternatives are available via the screener, along with tax-loss harvesting opportunities.