New World Fund

AMERICAN FUNDS INSURANCE SERIES

Actively managed emerging-markets equity fund
$4.51B NAV
610 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

New World Fund is an actively managed emerging-markets equity fund.

Asset class
Equity
Region
Emerging markets
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

The funds investment objective is long-term capital appreciation.

Strategy · summarised

The fund invests primarily in common stocks of companies with significant exposure to developing countries, selecting securities based on the adviser's judgment that they represent attractively valued, long-term opportunities; it may also hold debt securities, including lower-rated bonds, of issuers in or with material ties to developing countries. Under normal conditions, at least 35% of assets are in securities of issuers domiciled in qualified developing countries. The fund's portfolio is divided among multiple portfolio managers, each managing separate segments.

Expenses
0.57% 1.07%across 4 share classes
Share classGrossNet
C0000239220.65%0.57%
C0000239230.90%0.82%
C0001215091.15%1.07%
C0001762410.90%0.82%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 49.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.13%
of net assets
Stocks95.02%
Cash & short-term2.93%
Bonds2.18%
Derivatives-0.00%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
International77.2%
Information Technology7.4%
Cash2.9%
Communication Services2.5%
10 smaller10.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 74 new83 exited

Largest new: MITSUI KINZOKU CO LTD, ADANI PORTS & SPECIAL ECONOMIC ZONE LTD, MURATA MANUFACTURING CO LTD, PUBLIC POWER CORP SA, HYUNDAI MOBIS CO LTD, LENOVO GROUP LTD, HD HYUNDAI MARINE SOLUTION CO LTD, ADANI GREEN ENERGY LTD

Largest exited: SAFRAN SA, GRUPO AEROPORTUARIO DEL PACIFICO SAB DE CV, DSV A/S, PROSUS NV, GRUPO FINANCIERO BANORTE SAB DE CV, PERNOD RICARD SA, ODONTOPREV SA, CVX

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+35.29%
3-year
+61.43%
5-year
+36.18%
Volatility
17.15%
Worst 3-yr fall
-10.96%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
6.61%
Avg maturity
9.82 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

3%
floating
Fixed rate97.4%
Floating rate2.6%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y2.6%
1-3y4.7%
3-5y23.6%
5-10y37.1%
10y+32.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD10.04%$452.23M
SK HYNIX INC6.96%$313.52M
CAPITAL GROUP CENTRAL CASH FUNDCMQXX2.93%$132.10M
SAMSUNG ELECTRONICS CO LTD2.59%$116.89M
TENCENT HOLDINGS LTD1.85%$83.32M
BROADCOM INCAVGO1.57%$70.77M
NVIDIA CORPNVDA1.46%$65.65M
INTERNATIONAL CONTAINER TERMINAL SERVICES INC1.33%$60.15M
MERCADOLIBRE INCMELI1.26%$56.65M
MEDIATEK INC1.13%$50.79M
Showing 10 of 610Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 31.11% of net assets, top 25 43.65%, across 458 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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