Skip to Content
Morningstar

American Funds College 2027 529A CSTAX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.54  /  −0.26 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield —
  • Turnover 27%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CSTAX

Will CSTAX 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 CSTAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSTAX 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 CSTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin American Funds College 2027 529A's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSTAX

More CSTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Interm Bd Fd of Amer R6

16.71 542.4 Mil
—

American Funds Mortgage R6

14.39 466.9 Mil
—

American Funds ST Bd Fd of Amer R6

12.95 420.3 Mil
—

American Funds American Mutual R6

9.92 321.9 Mil
—

American Funds Bond Fund of Amer R6

9.90 321.3 Mil
—

American Funds Strategic Bond R-6

9.47 307.3 Mil
—

American Funds American Balanced R6

6.79 220.5 Mil
—

American Funds Income Fund of Amer R6

4.51 146.5 Mil
—

American Funds American High-Inc R6

4.49 145.6 Mil
—

American Funds Multi-Sector Income R-6

4.46 144.9 Mil
—