C
American Funds College 2033 Fund Class 529-A CTLAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CTLAX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info CTLAX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Wesley K. Phoa (11), Michelle J. Black (6), David A. Hoag (6), 5 others
Website http://capitalgroup.com
Fund Information CTLAX-NASDAQ Click to
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Fund Name American Funds College 2033 Fund Class 529-A
Category Miscellaneous Allocation
Sub-Category Allocation Miscellaneous
Prospectus Objective Growth and Income
Inception Date Mar 27, 2015
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 CTLAX-NASDAQ Click to
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Dividend Yield 2.70%
Dividend CTLAX-NASDAQ Click to
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Dividend Yield (Forward) 2.19%
Asset Allocation CTLAX-NASDAQ Click to
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Cash 6.16%
Stock 42.45%
U.S. Stock 32.54%
Non-U.S. Stock 9.91%
Bond 50.44%
U.S. Bond 44.97%
Non-U.S. Bond 5.47%
Preferred 0.51%
Convertible 0.04%
Other Net 0.41%
Price History CTLAX-NASDAQ Click to
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7-Day Total Return 0.21%
30-Day Total Return -1.29%
60-Day Total Return 0.14%
90-Day Total Return 0.29%
Year to Date Total Return 4.09%
1-Year Total Return 6.07%
2-Year Total Return 17.27%
3-Year Total Return 42.41%
5-Year Total Return 29.39%
Price CTLAX-NASDAQ Click to
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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 CTLAX-NASDAQ Click to
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Nav $13.72
1-Month Low NAV $13.61
1-Month High NAV $13.95
52-Week Low NAV $12.90
52-Week Low NAV (Date) Mar 27, 2026
52-Week High NAV $14.16
52-Week High Price (Date) Dec 11, 2025
Beta / Standard Deviation CTLAX-NASDAQ Click to
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Beta 0.50
Standard Deviation 7.48
Balance Sheet CTLAX-NASDAQ Click to
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Total Assets 4.72B
Operating Ratios CTLAX-NASDAQ Click to
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Expense Ratio 0.70%
Turnover Ratio 9.00%
Performance CTLAX-NASDAQ Click to
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Last Bull Market Total Return 15.54%
Last Bear Market Total Return -10.51%