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 20 positions across various sectors. Inception date: 2015-03-27.
CTLEX performance shows a YTD return of 1.67%. The 1-year return is 4.02% and the 5-year return is 5.06%. CTLEX dividend yield stands at 7.07%, paid annually.
CTLEX top holdings include The Bond Fund Of America (13.7%), American Mutual Fund (10.0%), American Funds Strategic Bond Fund (9.0%), American Funds Mortgage Fund (9.0%), The Income Fund Of America (7.7%). 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.