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American Funds College 2030 529-F-3 (FTFCX)

13.37
+0.03
+(0.22%)
At close: 8:01:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.77%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (May 2, 2025) 9.62%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 9.62%
Worst 3Y Total Return 1.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTFCX
Category
YTD
2.46%
5.91%
1-Month
-0.89%
0.61%
3-Month
2.46%
4.02%
1-Year
7.58%
18.59%
3-Year
3.97%
8.56%
5-Year
7.53%
7.44%
10-Year
5.94%
6.20%
Last Bull Market
9.70%
11.89%
Last Bear Market
-7.73%
-8.23%

Annual Total Return (%) History

Year
FTFCX
Category
2025
--
--
2024
8.01%
--
2023
9.62%
--
2022
-11.36%
--
2021
9.57%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.46% -- -- --
2024 2.87% 0.85% 6.22% -1.98%
2023 3.13% 0.82% -2.60% 8.24%
2022 -4.31% -7.73% -5.45% 6.17%
2021 1.95% 3.49% -0.13% 3.99%

Rank in Category (By Total Return)

YTD 11
1-Month 12
3-Month 11
1-Year 6
3-Year 14
5-Year 19

Load Adjusted Returns

1-Year 7.58%
3-Year 3.97%
5-Year 7.53%
10-Year 5.94%

Performance & Risk

YTD Return 2.77%
5y Average Return 0.00%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family American Funds
Net Assets 4.38B
YTD Return 2.46%
Yield 3.43%
Morningstar Rating
Inception Date Oct 30, 2020

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 funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds.

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