CTAEX Mutual Fund
CTAEX Mutual Fund
CTAEX Mutual Fund
American Funds College 2039 Fund Class 529 Class E
CTAEX Mutual Fund Overview
CTAEX Mutual Fund (American Funds College 2039 Fund Class 529 Class E) is managed by American Funds. CTAEX expense ratio is 0.99%, holding 19 positions across various sectors. Inception date: 2021-03-26.
CTAEX performance shows a YTD return of 6.54%. The 1-year return is 10.28% and the 5-year return is 7.67%. CTAEX dividend yield stands at 5.56%, paid annually.
CTAEX top holdings include The Investment Company Of America (9.1%), Capital World Growth and Income Fund (8.9%), The Bond Fund Of America (8.7%), Blackrock Funds (8.2%), The Growth Fund Of America (7.1%). Go to all CTAEX holdings, CTAEX sectors, or CTAEX dividends.
CTAEX can be compared against other funds. Use CTAEX overlap to find shared positions, or CTAEX vs another fund for a side-by-side view. CTAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.