American Funds College 2036 Fund

Frequently Asked Questions About CCFAX

What does CCFAX invest in?

As this fund advances toward and beyond its specified target year, its investment approach will gradually shift, prioritizing the generation of income and the protection of capital. This strategic adjustment involves dedicating a larger proportion of its assets to fixed income, equity-income, and balanced investment vehicles. The fund seeks to accomplish its financial objectives by strategically allocating capital across a varied selection of American Funds, utilizing distinct combinations and weightings. These underlying American Funds span a broad spectrum of investment styles, encompassing categories like growth-focused, growth-and-income, equity income, balanced, and pure fixed income portfolios.

What is the expense ratio of CCFAX?

American Funds College 2036 Fund (CCFAX) charges an expense ratio of 0.73%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CCFAX?

American Funds College 2036 Fund (CCFAX) manages $3.95B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CCFAX actively managed or an index fund?

CCFAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CCFAX launched?

American Funds College 2036 Fund (CCFAX) launched in February 2018 and is managed by Capital Group.

How has CCFAX performed?

CCFAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.