American Funds New World HLS IB
P O Box 2999 Hartford CT 06104-2999
Map
Phone: 800-862-6668
| Category: | Diversified Emerging Mkts | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 51.42M | | Year-to-Date Return: | 40.73% | | Yield: | 0.99% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-08 |
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Carl M. Kawaja
Lead Manager since
01-May-08 | | | 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. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks growth of capital. The fund is a feeder fund. The Master fund invests primarily in stocks of companies with significant exposure to countries with developing economies and/or markets. It may also invest in debt securities of issuers, including issuers of lower rated bonds, with exposure to these countries. Under normal market conditions, the fund invests at least 35% of assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and/or markets. |
| Last Dividend
(27-Aug-09):
| 0.08 | | Last Cap Gain
(27-Aug-09):
| 0.06 | | Annual Holdings Turnover
| 1.00% | | Average for Category:
| 88.64% |
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| Expense | HVWBX | Category
Avg | | Total Expense Ratio: | 0.59%
| 1.71% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.54% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ 443 | $738 | | 5 Yr Expense Projection*: |
$ 766 | $1,140 | | 10 Yr Expense Projection*: |
$ 1,680 | $2,299 |
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