American Funds College 2033 Fund Class 529-F-1
CTLFX
NASDAQ
| Weiss Ratings | CTLFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CTLFX-NASDAQ | Click to Compare |
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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 | CTLFX-NASDAQ | Click to Compare |
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| Fund Name | American Funds College 2033 Fund Class 529-F-1 | |||
| 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 | -- | |||
| Dividends and Shares | CTLFX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.93% | |||
| Dividend | CTLFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.60% | |||
| Asset Allocation | CTLFX-NASDAQ | Click to Compare |
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| Cash | 6.34% | |||
| Stock | 44.45% | |||
| U.S. Stock | 33.53% | |||
| Non-U.S. Stock | 10.92% | |||
| Bond | 48.54% | |||
| U.S. Bond | 43.31% | |||
| Non-U.S. Bond | 5.23% | |||
| Preferred | 0.27% | |||
| Convertible | 0.04% | |||
| Other Net | 0.35% | |||
| Price History | CTLFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.80% | |||
| 30-Day Total Return | 1.76% | |||
| 60-Day Total Return | 6.54% | |||
| 90-Day Total Return | 1.02% | |||
| Year to Date Total Return | 4.37% | |||
| 1-Year Total Return | 14.24% | |||
| 2-Year Total Return | 27.26% | |||
| 3-Year Total Return | 44.28% | |||
| 5-Year Total Return | 33.51% | |||
| Price | CTLFX-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 | CTLFX-NASDAQ | Click to Compare |
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| Nav | $13.83 | |||
| 1-Month Low NAV | $13.55 | |||
| 1-Month High NAV | $13.83 | |||
| 52-Week Low NAV | $12.98 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $14.26 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CTLFX-NASDAQ | Click to Compare |
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| Beta | 0.52 | |||
| Standard Deviation | 7.78 | |||
| Balance Sheet | CTLFX-NASDAQ | Click to Compare |
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| Total Assets | 4.54B | |||
| Operating Ratios | CTLFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 9.00% | |||
| Performance | CTLFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.75% | |||
| Last Bear Market Total Return | -10.47% | |||