CTAKX Mutual Fund

CTAKX Mutual Fund (American Funds College 2036 Fund Class 529-F-3) is managed by American Funds. CTAKX expense ratio is 0.40%, holding 22 positions across various sectors. Inception date: 2020-10-30.

CTAKX performance shows a YTD return of 5.94%. The 1-year return is 13.50% and the 5-year return is 7.47%. CTAKX dividend yield stands at 6.86%, paid annually.

CTAKX 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 CTAKX holdings, CTAKX sectors, or CTAKX dividends.

CTAKX can be compared against other funds. Use CTAKX overlap to find shared positions, or CTAKX vs another fund for a side-by-side view. CTAKX alternatives are available via the screener, along with tax-loss harvesting opportunities.