CTLEX Mutual Fund
CTLEX Mutual Fund
CTLEX Mutual Fund
American Funds College 2033 Fund Class 529-E
CTLEX Mutual Fund Overview
CTLEX Mutual Fund (American Funds College 2033 Fund Class 529-E) is managed by American Funds. CTLEX expense ratio is 0.93%, holding 19 positions across various sectors. Inception date: 2015-03-27.
CTLEX performance shows a YTD return of 3.96%. The 1-year return is 9.95% and the 5-year return is 5.21%. CTLEX dividend yield stands at 6.92%, paid annually.
CTLEX top holdings include Bond Fund Of America (The) R6 (Bfa Cl R6) (14.1%), American Funds Mortgage Fund, Class R-6 (8.8%), American Funds Strategic Bond Fund Class R-6 (8.8%), The Income Fund Of America, Class R-6 (7.7%), American Funds Multi-Sector Income Fund, Class R-6 (6.9%). Go to all CTLEX holdings, CTLEX sectors, or CTLEX dividends.
CTLEX can be compared against other funds. Use CTLEX overlap to find shared positions, or CTLEX vs another fund for a side-by-side view. CTLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.