American Funds The New Economy Fund Class A (ANEFX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.25% | 2.50% | 1.76% |
Year-to-Date | 5.78% | 5.65% | 0.13% |
1 Year | 18.71% | 0.00% | 18.71% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
30%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 30% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.83%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,053
Real cost (fees + lost compounding)
$1,303
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-0.33%