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Morningstar

American Funds College 2039 529-C CTJCX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 10.59  /  +1.44 %
  • Total Assets 973.9 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield —
  • Turnover 11%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CTJCX

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

  • People Pillar

    The People Pillar is our evaluation of the CTJCX 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 CTJCX’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 2039 529-C's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CTJCX

More CTJCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Invmt Co of Amer R6

9.59 96.2 Mil
—

American Funds SMALLCAP World R6

9.41 94.3 Mil
—

American Funds AMCAP R6

9.38 94.1 Mil
—

American Funds Capital World Gr&Inc R6

8.71 87.3 Mil
—

American Funds Fundamental Invs R6

8.54 85.7 Mil
—

American Funds Growth Fund of Amer R6

7.64 76.6 Mil
—

American Funds New Perspective R6

6.62 66.4 Mil
—

American Funds Washington Mutual R6

5.93 59.4 Mil
—

American Funds American High-Inc R6

5.15 51.7 Mil
—

American Funds American Balanced R6

4.97 49.8 Mil
—