Fees & Purchase Info for American Funds New World A (NEWFX)

Fund Inception Date: Jun 17, 1999

  • Fees & Expenses

    Maximum Sales Fees
    Initial 5.75%
    Deferred —
    Redemption —
    Total Cost Projections per $10,000
    1 year $672.00
    3 year $878.00
    5 year $1,101.00
    Taken from prospectus dated 10/05/2009
    Maximum Fees
    Administrative —
    Management 0.85%
    Actual Fees
    12b-1 0.23%
    Management 0.57%
    Expense Ratio 0.95%
    (Taken from annual report dated 10/31/2008)

  • Purchase Information

    Minimum Investments
    Initial $250.00
    Additional $50.00
    Initial IRA $250.00
    Additional IRA $50.00
    Initial AIP $0.00
    Additional AIP $50.00
    Correspondence Information
    American Funds
    333 South Hope Street
    Los Angeles, California 90071-1447
    USA
    Phone: 800-421-0180
                  —
     Web: www.americanfunds.com

  • Fund Management

    Managers

    David C. Barclay
    Start Date: 06/17/1999
    David C. Barclay is a portfolio manager investing in emerging markets and U.S. high-yield securities. He is a senior vice president of Capital Research and management Company. Prior to joining our organisation in 1988, he was at E.F. Hutton & Company, Inc. and The Bank of New York. Mr. Barclay holds an MBA from Harvard University Graduate School of Business Administration and a BA in economics from Brown University.
    Mark E. Denning
    Start Date: 06/17/1999
    Denning is a senior vice president for Capital Research Company with portfolio manager responsibilities. Mark is a director of The Capital Group Companies, Capital International Limited and Capital Research and Management Company. Prior to 1982, Denning worked in the operations department of J & F Martell and Co. in France.
    Robert W. Lovelace
    Start Date: 06/17/1999
    Robert W. Lovelace is chairman, principal executive officer and a director of Capital Research Company and a member of The Capital Group Companies Management Committee. He is also a senior vice president for Capital Research and Management Company. He joined Capital Research in 1985 as a mining analyst. Mr. Lovelace received an AB (summa cum laude) from Princeton University and is a member of Phi Beta Kappa. He holds the Chartered Financial Analyst® designation and is based in Los Angeles.
    Carl M. Kawaja
    Start Date: 06/17/1999
    Carl Kawaja is a portfolio manager, a director of Capital International Asset Management and a senior vice president of Capital Research Company. Prior to joining the Capital Group organization in 1991, Carl was a security analyst for Gabelli and Co. in New York, as well as an equity analyst for Levesque Beaubien Inc. in Montreal. Carl received a bachelor's degree in history from Brown University and an MBA from Columbia University Graduate School of Business. He is based in San Francisco.
    Alwyn Heong
    Start Date: 06/17/1999
    Heong is a senior vice president of Capital Research Global Investors. He has been employed with Capital Research or its affiliates for the last 17 years. Heong has 20 years of investment experience.

    Advisors

    Capital Research And Management Company

    Subadvisors