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American Funds College 2036 Fund Class 529-A CCFAX

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Strategy

The investment seeks to achieve the following objectives to varying degrees: growth, income and preservation of capital. The adviser will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The adviser will attempt to achieve the fund's investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CTAHX	American Funds College 2036 Fund Class 529-F-2	No Load	Open	—	—	Oct 30, 2020	$711.08M	0.460%	Low	$250	$122.89M
CTAKX	American Funds College 2036 Fund Class 529-F-3	Institutional	Open	—	—	Oct 30, 2020	$14,658.00	0.400%	Low	$1M	$951.26
CCFAX	American Funds College 2036 Fund Class 529-A	Front Load	Open	—	—	Feb 9, 2018	$3.04B	0.730%	Low	$250	$447.89M
CTDCX	American Funds College 2036 Fund Class 529-C	Level Load	Open	—	—	Feb 9, 2018	$95.44M	1.490%	Below Average	$250	−$20.15M
CTKEX	American Funds College 2036 Fund Class 529-E	Level Load	Open	—	—	Feb 9, 2018	$80.65M	0.960%	Low	$250	$8.03M

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