American Funds New World Fund Class R-6 (RNWGX)

$78.24
A Fund
- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkEmerging Markets
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds New World Fund Class R-6 28 0.76 4.38% 6.02% 0.65%
Emerging Markets 27 0.69 1.46% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.36% 3.58% 2.79%
Year-to-Date 4.38% 1.46% 2.91%
1 Year 15.96% 7.77% 8.19%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

28%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 28% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.65%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$832

Real cost (fees + lost compounding)

$1,028

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
3.04%