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Morningstar

American Funds College 2033 529C CTLCX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.74  /  −0.76 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:17 PM GMT+0

Morningstar’s Analysis CTLCX

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

  • People Pillar

    The People Pillar is our evaluation of the CTLCX 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 CTLCX’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 2033 529C'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 CTLCX

More CTLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Bond Fund of Amer R6

14.92 427.3 Mil
—

American Funds American Mutual R6

8.28 237.3 Mil
—

American Funds Capital World Gr&Inc R6

7.97 228.3 Mil
—

American Funds Washington Mutual R6

7.79 223.2 Mil
—

American Funds Invmt Co of Amer R6

7.18 205.5 Mil
—

American Funds American High-Inc R6

6.93 198.4 Mil
—

American Funds Multi-Sector Income R-6

6.91 198.0 Mil
—

American Funds American Balanced R6

6.71 192.2 Mil
—

American Funds Mortgage R6

4.94 141.5 Mil
—

American Funds Strategic Bond R-6

4.94 141.5 Mil
—