| 55.05 Net Asset Value | +0.40% 1 Day | +1.03% Year-to-Date | Overall Morningstar Rating |
| Diversified emerging mkts Style or Category | 5.75 Sales Expenses | 1.07% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -1.92% | 3 years | +4.89% | |
| 3 months | -0.24% | 5 years | +1.02% | |
| 1 year | +8.86% | Since inception | +9.01% |
| NEWFX | Category | |
|---|---|---|
| Performance 5-yr return | +1.02% | +0.16% |
| Expense ratio | 1.07% | 1.64% |
| Risk 5 year sharpe ratio | 0.18 | 0.15 |
| Net assets | $20.5B | $1.4B |
| Average market cap | $16.9B | $19.2B |
| Average P/E | 15.8 | 12.3 |
| Portfolio turnover | 25% | 25% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | American Funds |
| Fund manager & tenure | Mark Denning / 13 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 18.37% |
| Industrial materials | 18.15% |
| Consumer goods | 17.33% |
| Telecommunication | 13.76% |
| Healthcare | 9.57% |
| -- Mtn Group Limited | 1.54% |
| AMX America Movil, S.A.B. de C.V. ADR | 1.49% |
| -- Samsung Electronics Co Ltd | 1.32% |
| -- Nestle SA | 1.25% |
| -- Novo Nordisk A/S | 1.12% |
| -- Shoprite Holdings Ltd | 1.12% |
| -- SOFTBANK Corp | 1.07% |
| -- International Container Terminal Services, Inc. | 1.02% |
| -- Anheuser-Busch Inbev SA | 1.01% |
| BAX Baxter International Inc. | 0.95% |
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