American Funds College Fund 2033 Class 529-a: (MF: CTLAX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$13.41 USD
+0.02 (0.15%)
Fund Description
The fund was incepted in January 1997 and is managed by Country Trust Bank. The fund seeks maximum total return consistent with preservation of capital. The fund invests in a portfolio of bonds and other debt obligations and maintains a dollar-weighted average maturity of more than five years. Under normal conditions, the fund invests at least 80% of assets in debt obligations of corporations, which are rated within the top three rating categories by independent rating agencies, or in non-rated equivalents. The fund may also invest in securities issued by the U.S. Government or its agencies of instrumentalities and in obligations of international agencies and U.S. dollar denominated foreign debt securities which are rated within the top three rating categories by independent rating agencies or in non-rated equivalents. The fund distributes dividends monthly.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds College 2033 529A | CTLAX | 3.50 | NA | 0.00 | 0.24 | 0.00 | 0.41 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Country Trust Bond A | CTLAX | 13.41 | 3/27/2015 | 2.53 | 12.63 | 10.95 | 7.93 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Funds College 2033 529A | CTLAX | 250 | 50 | 25 | A |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |