CSTAX Mutual Fund
CSTAX Mutual Fund
CSTAX Mutual Fund
American Funds College 2027 Fund Class 529-A
CSTAX Mutual Fund Overview
CSTAX Mutual Fund (American Funds College 2027 Fund Class 529-A) is managed by American Funds. CSTAX expense ratio is 0.67%, holding 13 positions across various sectors. Inception date: 2012-09-14.
CSTAX performance shows a YTD return of 1.22%. The 1-year return is 5.10% and the 5-year return is 2.61%. CSTAX dividend yield stands at 5.20%, paid annually.
CSTAX top holdings include Intermediate Bond Fund Of America R6 (ibfa Cl R6) (29.4%), Short Term Bond Fund Of America R6 (stbf Cl R6) (27.7%), American Funds Mortgage Fund, Class R-6 (11.5%), American Mutual Fund Class R-6 (9.3%), American Funds Strategic Bond Fund Class R-6 (6.5%). Go to all CSTAX holdings, CSTAX sectors, or CSTAX dividends.
CSTAX can be compared against other funds. Use CSTAX overlap to find shared positions, or CSTAX vs another fund for a side-by-side view. CSTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.