American Funds New Economy 529F (CNGFX)

45.97 +0.07 (+0.15%) USD  |  Mar 27 2023
More

CNGFX Asset Allocations & Exposures

Asset Allocation

As of December 31, 2022.
Type % Net % Long % Short
Cash 10.86% Upgrade Upgrade
Stock 88.71% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.19% Upgrade Upgrade
Other 0.24% Upgrade Upgrade

Region Exposure

% Developed Markets: 93.28% % Emerging Markets: 6.72%
Americas 80.59%
North America
 Upgrade
Canada Upgrade
United States Upgrade
Latin America
 Upgrade
Brazil Upgrade
As of December 31, 2022. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.67%
United Kingdom Upgrade
Europe Developed
 Upgrade
Denmark Upgrade
Finland Upgrade
France Upgrade
Germany Upgrade
Ireland Upgrade
Netherlands Upgrade
Spain Upgrade
Sweden Upgrade
Switzerland Upgrade
Europe Emerging
 Upgrade
Africa And Middle East
 Upgrade
Israel Upgrade
Greater Asia 10.74%
Japan Upgrade
Australasia
 Upgrade
Asia Developed
 Upgrade
Hong Kong Upgrade
Singapore Upgrade
South Korea Upgrade
Taiwan Upgrade
Asia Emerging
 Upgrade
China Upgrade
India Upgrade

Market Capitalization

As of December 31, 2022
Giant Upgrade
Large Upgrade
Mid Upgrade
Small Upgrade
Micro Upgrade

Stock Style Exposure

Large Cap Value Upgrade
Large Cap Blend Upgrade
Large Cap Growth Upgrade
Mid Cap Value Upgrade
Mid Cap Blend Upgrade
Mid Cap Growth Upgrade
Small Cap Value Upgrade
Small Cap Blend Upgrade
Small Cap Growth Upgrade
As of December 31, 2022

Stock Sector Exposure

Cyclical
25.97%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
46.55%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
27.48%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of December 31, 2022