Funds holding NEW ECONOMY FUND
ISIN US6438228107 · United States
- Fund holders
- 20
- Of which ETFs
- 0 20 other funds
- Value held
- 12.2B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| American Funds Growth Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 32,622,559 | 2.8B $ | 10.13 % | as of Jul 31, 2026 ↗ |
| American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 23,046,515 | 2B $ | 4.16 % | as of Jul 31, 2026 ↗ |
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 22,113,844 | 1.9B $ | 4.44 % | as of Jul 31, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 18,719,111 | 1.6B $ | 5.09 % | as of Jul 31, 2026 ↗ |
| American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 15,802,189 | 1.3B $ | 2.52 % | as of Jul 31, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 13,207,286 | 1.1B $ | 5.45 % | as of Jul 31, 2026 ↗ |
| American Funds Global Growth Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 9,100,611 | 775.4M $ | 9.75 % | as of Jul 31, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 4,768,599 | 406.3M $ | 5.50 % | as of Jul 31, 2026 ↗ |
| PFG American Funds Growth Strategy Fund Northern Lights Fund Trust | 1,524,150 | 129.9M $ | 10.01 % | as of Jul 31, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 868,515 | 74M $ | 3.25 % | as of Jul 31, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 537,598 | 45.8M $ | 5.60 % | as of Jul 31, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 467,751 | 39.9M $ | 4.20 % | as of Jul 31, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 261,198 | 22.3M $ | 0.56 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2045 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 9,618 | 878.5K $ | 4.21 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2050 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 7,197 | 657.4K $ | 4.44 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2040 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 6,752 | 616.7K $ | 2.85 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2055 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 5,399 | 493.2K $ | 5.15 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2070 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 1,176 | 107.4K $ | 5.46 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2060 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 770 | 70.3K $ | 5.41 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2065 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 401 | 36.6K $ | 5.40 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| American Funds Growth Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 10.13 % | as of Jul 31, 2026 ↗ |
| PFG American Funds Growth Strategy Fund Northern Lights Fund Trust | 10.01 % | as of Jul 31, 2026 ↗ |
| American Funds Global Growth Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 9.75 % | as of Jul 31, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 5.60 % | as of Jul 31, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 5.50 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2070 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 5.46 % | as of Jun 30, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 5.45 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2060 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 5.41 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2065 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 5.40 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2055 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 5.15 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 20 | 0 | 143,071,239 | -4.3 % |
| 2026Q2 | 20 | 0 | 149,515,695 | -5.4 % |
| 2026Q1 | 20 | -1 | 158,058,540 | +6.5 % |
| 2025Q4 | 21 | 0 | 148,352,813 | -6.7 % |
| 2025Q3 | 21 | 0 | 158,958,693 | -3.1 % |
| 2025Q2 | 21 | 0 | 164,013,509 | +2.2 % |
| 2025Q1 | 21 | -1 | 160,489,418 | +5.9 % |
| 2024Q4 | 22 | 0 | 151,593,627 | -0.5 % |
| 2024Q3 | 22 | +1 | 152,420,771 | -0.3 % |
| 2024Q2 | 21 | +1 | 152,834,120 | -4.5 % |
| 2024Q1 | 20 | 0 | 160,070,337 | +4.7 % |
| 2023Q4 | 20 | 152,902,391 |
Cite this page
Titelia. "Funds holding NEW ECONOMY FUND". https://titelia.com/en/stocks/new-economy-fund-US6438228107