C
American Funds College 2036 Fund Class 529-C CTDCX
NASDAQ
Recommendation
NAV
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Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
250
Minimum Subsequent Investment
50
Front End Fee
Back End Fee
1
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Qualified Investment, Phone Exchange
Top Holdings
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Performance
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Company Information
Provider
American Funds
Manager/Tenure
(Years)
Wesley K. Phoa (7), Michelle J. Black (5), David A. Hoag (5), 5 others
Address
American Funds
Los Angeles CA - 90071-1406
Country
United States
Phone Number
800-421-4225
Investment 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.
Weiss Ratings