NEW ECONOMY FUND
About this Fund
The New Economy Fund is a leading mutual fund company that specializes in providing a diverse range of investment solutions to cater to the varied needs of its clients. With a strong focus on asset management, the company offers a comprehensive portfolio of mutual funds that span across equity, debt, hybrid, and other investment categories. By leveraging its expertise in wealth management, the New Economy Fund enables investors to create a tailored investment strategy that aligns with their financial goals and risk tolerance. The company's investment approach is centered on a thorough research-based methodology, which involves a meticulous analysis of market trends, economic indicators, and sector-specific dynamics to identify high-growth potential opportunities. The New Economy Fund's product suite includes a range of mutual funds that cater to different investor preferences, including aggressive equity funds for those seeking high returns, debt funds for risk-averse investors, and hybrid funds for those looking for a balanced portfolio. The company also offers systematic investment plans (SIPs) that allow investors to invest a fixed amount of money at regular intervals, thereby promoting disciplined investing and long-term wealth creation. With a strong commitment to transparency and investor education, the New Economy Fund provides its clients with regular updates on their portfolio performance, market insights, and investment tips, empowering them to make informed decisions about their investments. The company's key strengths lie in its experienced team of fund managers, who have a deep understanding of the markets and a proven track record of delivering consistent returns. The New Economy Fund's investment philosophy is built around a long-term approach, which emphasizes the importance of patience, discipline, and diversification in achieving investment objectives. By combining cutting-edge research, rigorous risk management, and a customer-centric approach, the company has established itself as a trusted partner for investors seeking to navigate the complexities of the mutual fund landscape. As a result, the New Economy Fund has earned the trust of a large and diverse client base, comprising individual investors, institutional investors, and financial advisors, who value the company's expertise, integrity, and commitment to delivering exceptional investment experiences. With its unwavering focus on investor satisfaction and wealth creation, the New Economy Fund continues to be a preferred choice for those seeking to achieve their financial goals through a well-crafted investment portfolio. The New Economy Fund's dedication to innovation and excellence has enabled it to stay ahead of the curve in terms of investment trends, regulatory requirements, and technological advancements. By embracing digital transformation and leveraging data analytics, the company has been able to enhance its operational efficiency, reduce costs, and improve the overall investor experience. Furthermore, the New Economy Fund's strong distribution network, which includes a wide range of financial intermediaries and online platforms, provides investors with convenient access to its mutual fund products and services. As the investment landscape continues to evolve, the New Economy Fund remains well-positioned to capitalize on emerging opportunities, address changing investor needs, and maintain its position as a leading player in the mutual fund industry. By prioritizing investor interests, fostering a culture of transparency and accountability, and upholding the highest standards of governance and risk management, the New Economy Fund has built a reputation as a trusted and reliable partner for investors seeking to achieve their long-term financial objectives.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | ALGN ALIGN TECHNOLOGY INC Since 2026-05-10 | 016255101 | Equity (Common) |
0.53%
|
$240.11 | 1,263,082 |
| 2 | ALNY ALNYLAM PHARMACEUTICALS INC Since 2026-05-10 | 02043Q107 | Equity (Common) |
0.64%
|
$288.75 | 867,315 |
| 3 | AMZN AMAZON.COM INC Since 2026-05-10 | 023135106 | Equity (Common) |
2.32%
|
$1046.42 | 4,982,952 |
| 4 | AON AON PLC Since 2026-05-10 | N/A | Equity (Common) |
0.13%
|
$56.50 | 168,428 |
| 5 | AVGO BROADCOM INC Since 2026-05-10 | 11135F101 | Equity (Common) |
4.72%
|
$2122.67 | 6,642,691 |
| 6 | AZO AUTOZONE INC Since 2026-05-10 | 053332102 | Equity (Common) |
0.46%
|
$205.31 | 54,669 |
| 7 | DASH DOORDASH INC Since 2026-05-10 | 25809K105 | Equity (Common) |
0.16%
|
$71.21 | 403,510 |
| 8 | DKNG DRAFTKINGS INC Since 2026-05-10 | 26142V105 | Equity (Common) |
0.12%
|
$53.08 | 2,226,300 |
| 9 | WOLF WOLFSPEED INC Since 2026-05-10 | 977852AQ5 | Debt |
0.01%
|
$2.49 | 1,466,000 |
| 10 | WOLF WOLFSPEED INC Since 2026-05-10 | 977852AS1 | Debt |
0.00%
|
$1.22 | 1,638,862 |
| 11 | FIX COMFORT SYSTEMS USA INC Since 2026-05-10 | 199908104 | Equity (Common) |
0.29%
|
$128.86 | 90,153 |
| 12 | RNG RINGCENTRAL INC Since 2026-05-10 | 76680R206 | Equity (Common) |
0.07%
|
$32.77 | 898,890 |
| 13 | RSG REPUBLIC SERVICES INC Since 2026-05-10 | 760759100 | Equity (Common) |
0.52%
|
$235.93 | 1,030,270 |
| 14 | SHOP SHOPIFY INC Since 2026-05-10 | 82509L107 | Equity (Common) |
1.02%
|
$456.98 | 3,785,136 |
| 15 | SII SPROTT INC Since 2026-05-10 | 852066208 | Equity (Common) |
0.22%
|
$98.85 | 609,504 |
| 16 | SNPS SYNOPSYS INC Since 2026-05-10 | 871607107 | Equity (Common) |
0.14%
|
$62.60 | 151,198 |
| 17 | SPXC SPX TECHNOLOGIES INC Since 2026-05-10 | 78473E103 | Equity (Common) |
0.21%
|
$94.08 | 414,568 |
| 18 | MSTR STRATEGY INC Since 2026-05-10 | 594972887 | Equity (Preferred) |
0.07%
|
$33.03 | 421,587 |
| 19 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172109 | Equity (Common) |
0.76%
|
$340.08 | 1,820,283 |
| 20 | PWR QUANTA SERVICES INC Since 2026-05-10 | 74762E102 | Equity (Common) |
0.72%
|
$324.77 | 576,783 |
| 21 | RIG TRANSOCEAN LTD Since 2026-05-10 | N/A | Equity (Common) |
0.10%
|
$45.22 | 6,977,776 |
| 22 | ADBE ADOBE INC Since 2026-05-10 | 00724F101 | Equity (Common) |
0.11%
|
$51.52 | 196,324 |
| 23 | AFRM AFFIRM HOLDINGS INC Since 2026-05-10 | 00827B106 | Equity (Common) |
0.09%
|
$39.55 | 841,831 |
| 24 | AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 | 363576109 | Equity (Common) |
0.14%
|
$64.77 | 283,828 |
| 25 | FLUT FLUTTER ENTERTAINMENT PLC Since 2026-05-10 | N/A | Equity (Common) |
0.15%
|
$66.31 | 624,739 |
| 26 | FTAI FTAI AVIATION LTD Since 2026-05-10 | N/A | Equity (Common) |
0.47%
|
$211.84 | 692,736 |
| 27 | FTNT FORTINET INC Since 2026-05-10 | 34959E109 | Equity (Common) |
0.12%
|
$55.72 | 704,987 |
| 28 | TMO THERMO FISHER SCIENTIFIC INC Since 2026-05-10 | 883556102 | Equity (Common) |
0.48%
|
$216.10 | 414,697 |
| 29 | EPAM EPAM SYSTEMS INC Since 2026-05-10 | 29414B104 | Equity (Common) |
0.59%
|
$265.22 | 1,881,005 |
| 30 | BKNG BOOKING HOLDINGS INC Since 2026-05-10 | 09857L108 | Equity (Common) |
0.14%
|
$62.45 | 14,730 |
| 31 | BRO BROWN & BROWN INC Since 2026-05-10 | 115236101 | Equity (Common) |
0.10%
|
$44.49 | 619,500 |
| 32 | CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD Since 2026-05-10 | N/A | Equity (Common) |
0.11%
|
$49.40 | 324,841 |
| 33 | CMG CHIPOTLE MEXICAN GRILL INC Since 2026-05-10 | 169656105 | Equity (Common) |
0.91%
|
$409.42 | 10,999,858 |
| 34 | CNM CORE & MAIN INC Since 2026-05-10 | 21874C102 | Equity (Common) |
0.18%
|
$80.06 | 1,478,126 |
| 35 | CRM SALESFORCE INC Since 2026-05-10 | 79466L302 | Equity (Common) |
0.56%
|
$251.31 | 1,290,179 |
| 36 | CTVA CORTEVA INC Since 2026-05-10 | 22052L104 | Equity (Common) |
0.23%
|
$102.44 | 1,278,597 |
| 37 | CVNA CARVANA CO Since 2026-05-10 | 146869102 | Equity (Common) |
0.50%
|
$222.88 | 666,994 |
| 38 | HUBS HUBSPOT INC Since 2026-05-10 | 443573100 | Equity (Common) |
0.07%
|
$32.78 | 123,914 |
| 39 | IBKR INTERACTIVE BROKERS GROUP INC Since 2026-05-10 | 45841N107 | Equity (Common) |
0.44%
|
$198.62 | 2,789,956 |
| 40 | ICE INTERCONTINENTAL EXCHANGE INC Since 2026-05-10 | 45866F104 | Equity (Common) |
0.13%
|
$58.01 | 353,449 |
| 41 | ILMN ILLUMINA INC Since 2026-05-10 | 452327109 | Equity (Common) |
0.83%
|
$373.29 | 2,776,202 |
| 42 | INTU INTUIT INC Since 2026-05-10 | 461202103 | Equity (Common) |
0.18%
|
$79.55 | 194,473 |
| 43 | IONS IONIS PHARMACEUTICALS INC Since 2026-05-10 | 462222100 | Equity (Common) |
0.85%
|
$383.34 | 4,723,802 |
| 44 | KKR KKR & CO INC Since 2026-05-10 | 48251W104 | Equity (Common) |
0.39%
|
$176.84 | 2,016,828 |
| 45 | KNSL KINSALE CAPITAL GROUP INC Since 2026-05-10 | 49714P108 | Equity (Common) |
0.30%
|
$133.71 | 343,135 |
| 46 | KRYS KRYSTAL BIOTECH INC Since 2026-05-10 | 501147102 | Equity (Common) |
0.04%
|
$17.32 | 62,845 |
| 47 | LITE LUMENTUM HOLDINGS INC Since 2026-05-10 | 55024U109 | Equity (Common) |
0.92%
|
$411.92 | 587,697 |
| 48 | LYV LIVE NATION ENTERTAINMENT INC Since 2026-05-10 | 538034109 | Equity (Common) |
0.26%
|
$116.81 | 720,444 |
| 49 | MDB MONGODB INC Since 2026-05-10 | 60937P106 | Equity (Common) |
0.11%
|
$50.50 | 153,752 |
| 50 | GOOG ALPHABET INC Since 2026-05-10 | 02079K107 | Equity (Common) |
2.11%
|
$951.53 | 3,055,362 |
| 51 | GOOG ALPHABET INC Since 2026-05-10 | 02079K305 | Equity (Common) |
2.68%
|
$1205.08 | 3,865,400 |
| 52 | MELI MERCADOLIBRE INC Since 2026-05-10 | 58733R102 | Equity (Common) |
1.60%
|
$722.30 | 410,961 |
| 53 | META META PLATFORMS INC Since 2026-05-10 | 30303M102 | Equity (Common) |
1.03%
|
$462.50 | 713,542 |
| 54 | MNDY MONDAY.COM LTD Since 2026-05-10 | N/A | Equity (Common) |
0.02%
|
$7.76 | 106,799 |
| 55 | MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-05-10 | 571748102 | Equity (Common) |
0.11%
|
$48.95 | 262,104 |
| 56 | MSCI MSCI INC Since 2026-05-10 | 55354G100 | Equity (Common) |
0.11%
|
$47.91 | 83,791 |
| 57 | MSTR STRATEGY INC Since 2026-05-10 | 594972408 | Equity (Common) |
0.42%
|
$190.85 | 1,473,781 |
| 58 | MU MICRON TECHNOLOGY INC Since 2026-05-10 | 595112103 | Equity (Common) |
6.05%
|
$2723.12 | 6,603,591 |
| 59 | NET CLOUDFLARE INC Since 2026-05-10 | 18915M107 | Equity (Common) |
0.37%
|
$164.67 | 956,305 |
| 60 | NFLX NETFLIX INC Since 2026-05-10 | 64110L106 | Equity (Common) |
0.11%
|
$47.83 | 497,010 |
| 61 | NKE NIKE INC Since 2026-05-10 | 654106103 | Equity (Common) |
0.13%
|
$58.95 | 948,114 |
| 62 | OWL BLUE OWL CAPITAL INC Since 2026-05-10 | 09581B103 | Equity (Common) |
0.14%
|
$62.80 | 5,952,583 |
| 63 | PCOR PROCORE TECHNOLOGIES INC Since 2026-05-10 | 74275K108 | Equity (Common) |
0.07%
|
$29.49 | 535,812 |
| 64 | TSLA TESLA INC Since 2026-05-10 | 88160R101 | Equity (Common) |
0.52%
|
$235.04 | 583,932 |
| 65 | URI UNITED RENTALS INC Since 2026-05-10 | 911363109 | Equity (Common) |
0.42%
|
$190.87 | 227,231 |
| 66 | V VISA INC Since 2026-05-10 | 92826C839 | Equity (Common) |
1.22%
|
$550.20 | 1,718,610 |
| 67 | VNOM VIPER ENERGY INC Since 2026-05-10 | 64361Q101 | Equity (Common) |
0.56%
|
$254.27 | 5,463,555 |
| 68 | WELL WELLTOWER INC Since 2026-05-10 | 95040Q104 | Equity (Common) |
0.12%
|
$51.99 | 251,013 |
| 69 | WPM WHEATON PRECIOUS METALS CORP Since 2026-05-10 | 962879102 | Equity (Common) |
0.17%
|
$74.60 | 455,848 |
| 70 | XPO XPO INC Since 2026-05-10 | 983793100 | Equity (Common) |
0.17%
|
$76.65 | 364,191 |
| 71 | ZG ZILLOW GROUP INC Since 2026-05-10 | 98954M200 | Equity (Common) |
0.21%
|
$96.35 | 2,159,329 |
| 72 | ZETA ZETA GLOBAL HOLDINGS CORP Since 2026-05-10 | 98956A105 | Equity (Common) |
0.28%
|
$126.14 | 7,442,042 |