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FNEEX American Funds New Economy 529-F-2 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

Industry description

The investment seeks long term growth of capital. The fund invests primarily in common stocks that the investment adviser believes have the potential for growth. It invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. The fund may invest up to 50% of its assets outside the United States, including in developing countries.

Market Cap

The average market capitalization across the American Funds New Economy 529-F-2 MF is 1.04T. The market cap for tickers in the group ranges from 100.25B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MELI at 100.25B.

Volume

The average weekly volume growth across all stocks in the American Funds New Economy 529-F-2 MF was 20%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 57
Price Growth Rating: 42
SMR Rating: 39
Profit Risk Rating: 17
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
THE NEW ECONOMY FUND333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CCAP18.810.59
+3.24%
Crescent Capital BDC
BBWI31.560.05
+0.16%
Bath & Body Works
FAMI0.29-0.01
-2.27%
Farmmi
UEIC10.68-0.30
-2.73%
Universal Electronics
GLNG36.45-1.65
-4.33%
Golar Lng Ltd

FNEEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FNEEX has been closely correlated with NPFCX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if FNEEX jumps, then NPFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FNEEX
1D Price
Change %
FNEEX100%
+0.16%
NPFCX - FNEEX
96%
Closely correlated
+0.37%
FFPNX - FNEEX
89%
Closely correlated
+0.39%
FNPFX - FNEEX
89%
Closely correlated
+0.38%
RNPGX - FNEEX
88%
Closely correlated
+0.39%
RPEBX - FNEEX
88%
Closely correlated
+0.39%
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