CTAKX Mutual Fund (American Funds College 2036 Fund Class 529-F-3) is managed by American Funds. CTAKX expense ratio is 0.40%, holding 22 positions across sectors including Unknown. Inception date: 2020-10-30.

CTAKX performance shows a YTD return of 6.51%. The 1-year return is 14.77% and the 5-year return is 7.75%. CTAKX dividend yield stands at 6.82%, paid annually.

CTAKX top holdings include Bond Fund Of America (The) R6 (Bfa Cl R6) (13.4%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (8.6%), Washington Mutual Investors Fund R6 (wmif Cl R6) (7.5%), The Investment Company Of America Class R6 (7.5%), American Funds Multi-Sector Income Fund, Class R-6 (6.9%). View all CTAKX holdings, sector breakdown, or dividend history.

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