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 19 positions across sectors including Unknown. Inception date: 2015-03-27.
CTLEX performance shows a YTD return of 3.96%. The 1-year return is 10.52% and the 5-year return is 5.46%. CTLEX dividend yield stands at 6.90%, paid annually.
CTLEX top holdings include Bond Fund Of America (The) R6 (Bfa Cl R6) (14.1%), American Funds Mortgage Fund, Class R-6 (8.8%), American Funds Strategic Bond Fund Class R-6 (8.8%), The Income Fund Of America, Class R-6 (7.7%), American Funds Multi-Sector Income Fund, Class R-6 (6.9%). View all CTLEX holdings, sector breakdown, or dividend history.
CTLEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CTLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.