Capturing the growth potential of emerging markets

A multidimensional approach

New World Fund®

INCEPTION DATE
June 17, 1999

IMPLEMENTATION
Consider for an emerging markets allocation

OBJECTIVE
Seeks to provide long-term capital appreciation

VEHICLE

New World Fund

LEARN MORE

A MULTIDIMENSIONAL APPROACH TO EMERGING MARKETS INVESTING

A three-pronged approach

New World Fund utilizes a multidimensional, three-pronged approach to pursue its goal of generating long-term capital appreciation:

  • Investing in companies based in emerging markets
  • Investing in companies based in developed markets that are doing business in emerging markets
  • Utilizing an opportunistic sleeve of emerging markets debt

INVESTING IN EMERGING MARKETS GROWTH WITH A MULTIDIMENSIONAL, GLOBAL FOCUS
Examples of top holdings in the portfolios*

Companies shown are among the top 20 holdings by weight in New World Fund. Example 1: EM-domiciled: Taiwan Semiconductor Manufacturing Co. (TSMC) - Sector: Information technology; Market cap: $501 billion; Country headquarters: Taiwan. Example 2: EM-domiciled: Vale - Sector: materials; Market cap: $71 billion; Country headquarters: Brazil. Example 3: Developed market: AIA - Sector: financials; Market cap: $99 billion; Country headquarters: Hong Kong

*Companies shown are in the top 20 holdings by weight in New World Fund as of 12/31/23. (Microsoft, Novo Nordisk, Taiwan Semiconductor Manufacturing Co. Ltd., Airbus, Mercadolibre, Eli Lilly, Kotak Mahindra Bank, LVMH Moet Hennessy Louis Vuitton, Broadcom, Vale, Meta Platforms, HDFC Bank, AIA Group, Max Healthcare Institute, Alphabet, Bharti Airtel, ASML, Tencent, Midea, Thermo Fisher Scientific)

Source: FactSet as of 12/31/23. 

New World Fund

New World Fund is offered in various share classes designed for retirement plans, nonprofits, and other institutional and individual investors.

LEARN MORE ABOUT THE FUND
Download Brochure
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
The return of principal for bond portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Portfolios are managed, so holdings will change. Certain fixed income and/or cash and equivalents holdings may be held through mutual funds managed by the investment adviser or its affiliates that are not offered to the public.
Totals may not reconcile due to rounding.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.