About CTKEX
American Funds College 2036 Fund 529-E is a target-date mutual fund designed primarily for education savings through a 529 plan. Its primary function is to provide a professionally managed, diversified investment option that evolves as the beneficiary approaches the expected college enrollment year of 2036. The fund dynamically adjusts its allocation among U.S. equities, international equities, and fixed-income securities, focusing on growth and capital appreciation during early years, then gradually shifting toward income and capital preservation as the target date nears.
The portfolio currently allocates over half its assets to U.S. equities, with significant exposure to international stocks and a growing commitment to bonds and other fixed-income instruments as time progresses. Sector coverage includes information technology, health care, industrials, consumer discretionary, and financials. The fund invests in underlying American Funds, providing broad market and asset class exposure with annual dividends and capital gains distributions.
American Funds College 2036 Fund 529-E plays a vital role in education-focused financial planning, enabling families to benefit from professional asset management, diversification, and a glide path tailored to anticipated college expenses. Its purpose-built structure makes it a key instrument in long-term college savings strategies.
Fund Family Capital Group
Category Mixed-Asset Target 2040
Stock Exchange NASDAQ
Ticker Symbol CTKEX
Share Class Class 529-e
Index S&P 500 TR
CTKEX had a total return of 14.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.16%.
