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Morningstar

American Funds College 2033 529E CTLEX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.78  /  −0.76 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Low
  • 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 CTLEX

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

  • People Pillar

    The People Pillar is our evaluation of the CTLEX 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 CTLEX’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 529E's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings CTLEX

More CTLEX 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

14.49 445.2 Mil
—

American Funds American Mutual R6

8.05 247.5 Mil
—

American Funds Capital World Gr&Inc R6

7.80 239.7 Mil
—

American Funds Washington Mutual R6

7.70 236.6 Mil
—

American Funds Invmt Co of Amer R6

7.16 220.2 Mil
—

American Funds American High-Inc R6

6.62 203.3 Mil
—

American Funds Multi-Sector Income R-6

6.61 203.1 Mil
—

American Funds American Balanced R6

6.49 199.5 Mil
—

American Funds Strategic Bond R-6

5.10 156.6 Mil
—

American Funds Mortgage R6

5.07 155.7 Mil
—