American Funds College 2033 Fund Class 529-C
CTLCX
NASDAQ
| Weiss Ratings | CTLCX-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 | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (10), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds College 2033 Fund Class 529-C | |||
| 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 | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.08% | |||
| Dividend | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.17% | |||
| Asset Allocation | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 5.72% | |||
| Stock | 45.09% | |||
| U.S. Stock | 34.47% | |||
| Non-U.S. Stock | 10.62% | |||
| Bond | 48.53% | |||
| U.S. Bond | 42.98% | |||
| Non-U.S. Bond | 5.55% | |||
| Preferred | 0.24% | |||
| Convertible | 0.06% | |||
| Other Net | 0.36% | |||
| Price History | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.15% | |||
| 30-Day Total Return | -3.27% | |||
| 60-Day Total Return | -2.10% | |||
| 90-Day Total Return | -0.61% | |||
| Year to Date Total Return | -0.61% | |||
| 1-Year Total Return | 10.27% | |||
| 2-Year Total Return | 18.98% | |||
| 3-Year Total Return | 33.66% | |||
| 5-Year Total Return | 25.22% | |||
| Price | CTLCX-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 | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.99 | |||
| 1-Month Low NAV | $12.76 | |||
| 1-Month High NAV | $13.43 | |||
| 52-Week Low NAV | $11.85 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.96 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.54 | |||
| Standard Deviation | 7.15 | |||
| Balance Sheet | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.50B | |||
| Operating Ratios | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.46% | |||
| Turnover Ratio | 9.00% | |||
| Performance | CTLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.40% | |||
| Last Bear Market Total Return | -10.70% | |||