American Funds College 2030 Fund Class 529-F-3
FTFCX
NASDAQ
| Weiss Ratings | FTFCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FTFCX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Wesley K. Phoa (12), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | FTFCX-NASDAQ | Click to Compare |
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| Fund Name | American Funds College 2030 Fund Class 529-F-3 | |||
| Category | Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Oct 30, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FTFCX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.43% | |||
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| Dividend Yield (Forward) | 2.49% | |||
| Asset Allocation | FTFCX-NASDAQ | Click to Compare |
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| Cash | 5.48% | |||
| Stock | 32.89% | |||
| U.S. Stock | 26.28% | |||
| Non-U.S. Stock | 6.61% | |||
| Bond | 61.07% | |||
| U.S. Bond | 55.06% | |||
| Non-U.S. Bond | 6.01% | |||
| Preferred | 0.16% | |||
| Convertible | 0.07% | |||
| Other Net | 0.33% | |||
| Price History | FTFCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.45% | |||
| 30-Day Total Return | -0.45% | |||
| 60-Day Total Return | -0.74% | |||
| 90-Day Total Return | 0.22% | |||
| Year to Date Total Return | 1.99% | |||
| 1-Year Total Return | 9.29% | |||
| 2-Year Total Return | 16.81% | |||
| 3-Year Total Return | 16.31% | |||
| 5-Year Total Return | 37.08% | |||
| Price | FTFCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FTFCX-NASDAQ | Click to Compare |
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| Nav | $13.27 | |||
| 1-Month Low NAV | $12.83 | |||
| 1-Month High NAV | $13.37 | |||
| 52-Week Low NAV | $12.58 | |||
| 52-Week Low NAV (Date) | Apr 30, 2024 | |||
| 52-Week High NAV | $13.83 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | FTFCX-NASDAQ | Click to Compare |
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| Beta | 0.49 | |||
| Standard Deviation | 9.55 | |||
| Balance Sheet | FTFCX-NASDAQ | Click to Compare |
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| Total Assets | 4.38B | |||
| Operating Ratios | FTFCX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.36% | |||
| Turnover Ratio | 10.00% | |||
| Performance | FTFCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.69% | |||
| Last Bear Market Total Return | -7.72% | |||