New World Fund Minimum Initial Investment
| RNWEX Fund | USD 75.83 0.11 0.15% |
New World Fund fundamentals help investors to digest information that contributes to New World's financial success or failures. It also enables traders to predict the movement of New Mutual Fund. The fundamental analysis module provides a way to measure New World's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to New World mutual fund.
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New World Fund Mutual Fund Minimum Initial Investment Analysis
New World's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Current New World Minimum Initial Investment | 250 |
Most of New World's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, New World Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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New World Minimum Initial Investment Component Assessment
Based on the recorded statements, New World Fund has a Minimum Initial Investment of 250. This is 99.78% lower than that of the American Funds family and about the same as Family (which currently averages 250) category. The minimum initial investment for all United States funds is 99.97% higher than that of the company.
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Fund Asset Allocation for New World
The fund consists of 91.96% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides New World's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
New Fundamentals
| Price To Earning | 18.23 X | ||||
| Price To Book | 2.07 X | ||||
| Price To Sales | 1.65 X | ||||
| Total Asset | 62.12 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 1.84 % | ||||
| One Year Return | 8.69 % | ||||
| Three Year Return | (2.70) % | ||||
| Five Year Return | 5.64 % | ||||
| Ten Year Return | 5.89 % | ||||
| Net Asset | 36.01 B | ||||
| Minimum Initial Investment | 250 | ||||
| Cash Position Weight | 5.19 % | ||||
| Equity Positions Weight | 91.96 % | ||||
| Bond Positions Weight | 2.53 % |
About New World Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze New World Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of New World using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of New World Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in New World Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the New World Fund information on this page should be used as a complementary analysis to other New World's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.