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American Funds College 2027 529C (CTSCX)
At close: 8:00 PM EDT
Fund Summary
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-and-income funds, equity-income funds, balanced funds and fixed income funds.
American Funds College 2027 529C
Los Angeles CA 90071
333 South Hope Street, 55th floor
Fund Overview
Category | Allocation--30% to 50% Equity |
Fund Family | American Funds |
Net Assets | 3.28B |
YTD Return | 0.69% |
Yield | 2.43% |
Morningstar Rating | |
Inception Date | Sep 14, 2012 |
Fund Operations
Last Dividend | 0.28 |
Last Cap Gain | -13.00 |
Holdings Turnover | 27.00% |
Average for Category | -- |
Fees & Expenses
Expense | CTSCX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.70% | 0.72% |
Prospectus Net Expense Ratio | 0.70% | -- |
Prospectus Gross Expense Ratio | 0.70% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 4.82% |
Max Deferred Sales Load | -- | 1.38% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
David A. Hoag, Lead Manager since January 01, 2020
David A. Hoag is a fixed income portfolio manager at Capital Group. He also serves on the Fixed Income Management Committee and the Target Date Solutions Committee. He has 36 years of investment industry experience and has been with Capital Group for 32 years. Earlier in his career, as a fixed income investment analyst at Capital, he covered municipal bonds. He holds an MBA in finance from the University of Chicago Booth School of Business and a bachelor's degree in economics and business from Wheaton College, Illinois. David is based in Los Angeles. Morningstar Style Box
Morningstar Category
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