Morningstar

American Funds College 2033 529A CTLAX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 13.04  /  +0.08 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.16%
  • Turnover 26%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis CTLAX

Will CTLAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CTLAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CTLAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CTLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin American Funds College 2033 529A's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings CTLAX

More CTLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Bond Fund of Amer R6

14.81 470.3 Mil
—

American Funds American Mutual R6

9.14 290.4 Mil
—

American Funds Washington Mutual R6

7.92 251.5 Mil
—

American Funds Capital World Gr&Inc R6

7.26 230.5 Mil
—

American Funds American Balanced R6

7.06 224.2 Mil
—

American Funds American High-Inc R6

7.02 223.0 Mil
—

American Funds Multi-Sector Income R-6

7.00 222.2 Mil
—

American Funds Invmt Co of Amer R6

6.22 197.6 Mil
—

American Funds Mortgage R6

5.86 186.2 Mil
—

American Funds Strategic Bond R-6

5.86 186.2 Mil
—

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