American Funds College 2027 Fund Class 529-A
CSTAX
NASDAQ
| Weiss Ratings | CSTAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CSTAX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | CSTAX-NASDAQ | Click to Compare |
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| Fund Name | American Funds College 2027 Fund Class 529-A | |||
| Category | Miscellaneous Allocation | |||
| Sub-Category | Allocation Miscellaneous | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 14, 2012 | |||
| 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 | CSTAX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.34% | |||
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| Dividend Yield (Forward) | 2.12% | |||
| Asset Allocation | CSTAX-NASDAQ | Click to Compare |
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| Cash | 10.19% | |||
| Stock | 13.66% | |||
| U.S. Stock | 11.98% | |||
| Non-U.S. Stock | 1.68% | |||
| Bond | 75.84% | |||
| U.S. Bond | 71.78% | |||
| Non-U.S. Bond | 4.06% | |||
| Preferred | 0.13% | |||
| Convertible | 0.01% | |||
| Other Net | 0.16% | |||
| Price History | CSTAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.24% | |||
| 30-Day Total Return | -1.51% | |||
| 60-Day Total Return | -0.96% | |||
| 90-Day Total Return | -0.88% | |||
| Year to Date Total Return | 0.48% | |||
| 1-Year Total Return | 1.80% | |||
| 2-Year Total Return | 7.68% | |||
| 3-Year Total Return | 21.71% | |||
| 5-Year Total Return | 12.84% | |||
| Price | CSTAX-NASDAQ | Click to Compare |
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| 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 | CSTAX-NASDAQ | Click to Compare |
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| Nav | $12.34 | |||
| 1-Month Low NAV | $12.33 | |||
| 1-Month High NAV | $12.54 | |||
| 52-Week Low NAV | $12.17 | |||
| 52-Week Low NAV (Date) | Mar 26, 2026 | |||
| 52-Week High NAV | $12.91 | |||
| 52-Week High Price (Date) | Dec 22, 2025 | |||
| Beta / Standard Deviation | CSTAX-NASDAQ | Click to Compare |
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| Beta | 0.27 | |||
| Standard Deviation | 5.02 | |||
| Balance Sheet | CSTAX-NASDAQ | Click to Compare |
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| Total Assets | 3.88B | |||
| Operating Ratios | CSTAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.67% | |||
| Turnover Ratio | 21.00% | |||
| Performance | CSTAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.03% | |||
| Last Bear Market Total Return | -5.61% | |||