FNEEX
American Funds New Economy Fund Class 529-F-2
Mutual fund
$87.42+0.64 (+0.74%)Close Oct 2, 2026
Adjusted price
+26.99% total return, past year
Key statistics
- Net assets
- $50B
- Expense ratio
- 0.51%
- Share classes
- 18
- 52-week range
- $66.93$90.73
- From all-time high
- −3.65%
- Max drawdown
- −36.94%
- Volatility
- 19.44%
- Sharpe ratio
- 0.84
- Beta (5Y monthly)
- 1.10
Returns
Total
- 1M
- +1.3%
- YTD
- +19.6%
- 1Y
- +27.0%
Per year
- 3Y
- +30.2%
- 5Y
- +12.8%
- Since 2020
- +15.4%
Fund facts
As of May 31, 2026- Holdings
- 176
- Top 10 holdings
- 41.5%
- Stocks
- 92.1%
- Cash
- 5.6%
- Preferred stock
- 2.0%
Sectors
- Information Technology
- 41.2%
- Industrials
- 10.9%
- Health Care
- 9.2%
- Consumer Discretionary
- 8.6%
- Communication Services
- 7.6%
- Other
- 9.6%
- Not classified
- 6.9%
Top holdings
| Holding | Weight (%) |
|---|---|
| MUMicron Technology, Inc. | 6.2 |
| AVGOBroadcom Inc. | 5.8 |
| Capital Group Central Cash Fund | 5.6 |
| SK Hynix Inc | 5.0 |
| GOOGLAlphabet Inc. | 3.6 |
| AMZNAmazon.com, Inc. | 3.6 |
| NVDANVIDIA Corporation | 3.3 |
| Taiwan Semiconductor Manufacturing Co Ltd | 3.1 |
| WDCWestern Digital Corporation | 2.7 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 2.7 |
Annual returns
2020 from Oct 30 · 2026 through Oct 2