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 14 positions across various sectors. Inception date: 2012-09-14.
CSTAX performance shows a YTD return of 1.55%. The 1-year return is 3.94% and the 5-year return is 2.59%. CSTAX dividend yield stands at 5.18%, paid annually.
CSTAX top holdings include Short-term Bond Fund of America (35.7%), Intermediate Bond Fund Of America (30.6%), American Funds Mortgage Fund (10.6%), American Mutual Fund (9.0%), American Funds Strategic Bond Fund (5.5%). 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.