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 sectors including Unknown. Inception date: 2021-03-26.

CTAEX performance shows a YTD return of 8.56%. The 1-year return is 18.13% and the 5-year return is 8.35%. CTAEX dividend yield stands at 5.45%, paid annually.

CTAEX top holdings include The Investment Company Of America Class R6 (9.3%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (9.1%), American Funds Fundamental Investors (8.3%), Growth Fund Of America (the) R6 (gfa Cl R6) (7.1%), Bond Fund Of America (The) R6 (Bfa Cl R6) (7.0%). View all CTAEX holdings, sector breakdown, or dividend history.

CTAEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CTAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.