CTAFX Mutual Fund
CTAFX Mutual Fund
CTAFX Mutual Fund
American Funds College 2036 Fund 529 F1
CTAFX Mutual Fund Overview
CTAFX Mutual Fund (American Funds College 2036 Fund 529 F1) is managed by American Funds. CTAFX expense ratio is 0.77%, holding 22 positions across various sectors. Inception date: 2018-02-09.
CTAFX performance shows a YTD return of 5.62%. The 1-year return is 13.00% and the 5-year return is 7.27%. CTAFX dividend yield stands at 6.82%, paid annually.
CTAFX top holdings include Bond Fund Of America (The) R6 (Bfa Cl R6) (13.4%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (8.6%), Washington Mutual Investors Fund R6 (wmif Cl R6) (7.5%), The Investment Company Of America Class R6 (7.5%), American Funds Multi-Sector Income Fund, Class R-6 (6.9%). Go to all CTAFX holdings, CTAFX sectors, or CTAFX dividends.
CTAFX can be compared against other funds. Use CTAFX overlap to find shared positions, or CTAFX vs another fund for a side-by-side view. CTAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.