Advertisement
Skip to Content

American Funds College 2039 529-C CTJCX

Quantitative rating as of
  • NAV / 1-Day Return 9.05  /  0.78 %
  • Total Assets 390.0 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.570%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.39%
  • Turnover 7%

Morningstar’s Analysis CTJCX

Will CTJCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

A strong management team and sound investment process underpin American Funds College 2039 529-C's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor