CSTAX Mutual Fund
CSTAX Mutual Fund
American Funds College 2027 Fund Class 529-A
CSTAX Mutual Fund Overview
CSTAX Mutual Fund (American Funds College 2027 Fund Class 529-A) is managed by American Funds. CSTAX expense ratio is 0.67%, holding 13 positions across sectors including Unknown. Inception date: 2012-09-14.
CSTAX performance shows a YTD return of 1.63%. The 1-year return is 5.35% and the 5-year return is 2.87%. CSTAX dividend yield stands at 5.18%, paid annually.
CSTAX top holdings include Intermediate Bond Fund Of America R6 (ibfa Cl R6) (29.4%), Short Term Bond Fund Of America R6 (stbf Cl R6) (27.7%), American Funds Mortgage Fund, Class R-6 (11.5%), American Mutual Fund Class R-6 (9.3%), American Funds Strategic Bond Fund Class R-6 (6.5%). View all CSTAX holdings, sector breakdown, or dividend history.
CSTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.