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 (5), David A. Hoag (5), 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 | 3.19% | |||
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| Dividend Yield (Forward) | 2.23% | |||
| Asset Allocation | CSTAX-NASDAQ | Click to Compare |
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| Cash | 7.64% | |||
| Stock | 16.55% | |||
| U.S. Stock | 14.12% | |||
| Non-U.S. Stock | 2.43% | |||
| Bond | 75.51% | |||
| U.S. Bond | 70.49% | |||
| Non-U.S. Bond | 5.02% | |||
| Preferred | 0.10% | |||
| Convertible | 0.02% | |||
| Other Net | 0.19% | |||
| Price History | CSTAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.23% | |||
| 30-Day Total Return | 0.54% | |||
| 60-Day Total Return | 0.62% | |||
| 90-Day Total Return | 1.98% | |||
| Year to Date Total Return | 8.51% | |||
| 1-Year Total Return | 7.20% | |||
| 2-Year Total Return | 17.60% | |||
| 3-Year Total Return | 19.84% | |||
| 5-Year Total Return | 18.16% | |||
| 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 | $12.87 | |||
| 1-Month Low NAV | $12.77 | |||
| 1-Month High NAV | $12.91 | |||
| 52-Week Low NAV | $11.78 | |||
| 52-Week Low NAV (Date) | Jan 13, 2025 | |||
| 52-Week High NAV | $12.91 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | CSTAX-NASDAQ | Click to Compare |
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| Beta | 0.32 | |||
| Standard Deviation | 5.60 | |||
| Balance Sheet | CSTAX-NASDAQ | Click to Compare |
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| Total Assets | 3.94B | |||
| Operating Ratios | CSTAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.69% | |||
| Turnover Ratio | 17.00% | |||
| Performance | CSTAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.69% | |||
| Last Bear Market Total Return | -5.61% | |||