American Funds College 2030 Fund Class 529-F-2 FDFCX
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
FDFCX
| American Funds College 2030 Fund Class 529-F-2 | No Load | Open | — | — | $833.49M | 0.410% | Low | $250 | $131.66M | |
FTFCX
| American Funds College 2030 Fund Class 529-F-3 | Institutional | Open | — | — | $185,493.00 | 0.350% | Low | $1M | −$78,401.75 | |
CTHAX
| American Funds College 2030 Fund Class 529-A | Front Load | Open | — | — | $4.21B | 0.680% | Low | $250 | $384.97M | |
CTYCX
| American Funds College 2030 Fund Class 529-C | Level Load | Open | — | — | $156.55M | 1.440% | Below Average | $250 | $25.88M | |
CTHEX
| American Funds College 2030 Fund Class 529-E | Level Load | Open | — | — | $122.19M | 0.910% | Low | $250 | $8.71M |