American Funds College 2036 Fund Class 529-A
CCFAX
NASDAQ
| Weiss Ratings | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (8), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds College 2036 Fund Class 529-A | |||
| Category | Miscellaneous Allocation | |||
| Sub-Category | Allocation Miscellaneous | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Feb 09, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.11% | |||
| Dividend | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.19% | |||
| Asset Allocation | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.64% | |||
| Stock | 58.91% | |||
| U.S. Stock | 43.34% | |||
| Non-U.S. Stock | 15.57% | |||
| Bond | 35.77% | |||
| U.S. Bond | 31.32% | |||
| Non-U.S. Bond | 4.45% | |||
| Preferred | 0.33% | |||
| Convertible | 0.04% | |||
| Other Net | 0.31% | |||
| Price History | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.17% | |||
| 30-Day Total Return | 3.11% | |||
| 60-Day Total Return | 10.20% | |||
| 90-Day Total Return | 3.11% | |||
| Year to Date Total Return | 6.42% | |||
| 1-Year Total Return | 18.72% | |||
| 2-Year Total Return | 32.67% | |||
| 3-Year Total Return | 56.90% | |||
| 5-Year Total Return | 43.45% | |||
| Price | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.58 | |||
| 1-Month Low NAV | $14.10 | |||
| 1-Month High NAV | $14.58 | |||
| 52-Week Low NAV | $13.15 | |||
| 52-Week Low NAV (Date) | May 29, 2025 | |||
| 52-Week High NAV | $14.70 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.70 | |||
| Standard Deviation | 9.65 | |||
| Balance Sheet | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.79B | |||
| Operating Ratios | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.73% | |||
| Turnover Ratio | 6.00% | |||
| Performance | CCFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.87% | |||
| Last Bear Market Total Return | -13.00% | |||