New Economy is trading at 68.47 as of the 21st of July 2025; that is 0.15% down since the beginning of the trading day. The fund's open price was 68.57. New Economy has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund invests primarily in common stocks that the investment adviser believes have the potential for growth. It invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. More on New Economy Fund
New Economy Fund [ANEFX] is traded in USA and was established 21st of July 2025. New Economy is listed under American Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of American Funds family. This fund presently has accumulated 28.52 B in assets under management (AUM) with no minimum investment requirementsNew Economy Fund is currently producing year-to-date (YTD) return of 11.79%, while the total return for the last 3 years was 20.96%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on New Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding New Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as New Economy Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
New Economy financial ratios help investors to determine whether New Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in New with respect to the benefits of owning New Economy security.