American Funds College 2033 529-F-3 (FTCFX)
| Fund Assets | 2.86B |
| Expense Ratio | 0.37% |
| Min. Investment | $250 |
| Turnover | n/a |
| Dividend (ttm) | 0.50 |
| Dividend Yield | 3.93% |
| Dividend Growth | 55.30% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2024 |
| Previous Close | 12.70 |
| YTD Return | 2.34% |
| 1-Year Return | 9.25% |
| 5-Year Return | n/a |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 20 |
| Inception Date | Oct 30, 2020 |
About FTCFX
FTCFX was founded on 2020-10-30. The Fund's investment strategy focuses on Growth & Income. The minimum amount to invest in American Funds College Target Date Series: American Funds College 2033 Fund; Class 529F3 Shares is $250 on a standard taxable account. American Funds College Target Date Series: American Funds College 2033 Fund; Class 529F3 Shares seeks growth, income and preservation of capital, depending on the proximity to its target date. FTCFX will invest in a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds, balanced funds and bond funds. It categories represent differing investment objectives.
Performance
FTCFX had a total return of 9.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.55%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FWTKX | Fidelity | Fidelity Freedom 2035 Fund - Class K6 | 0.40% |
| FHGLX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class K6 | 0.41% |
| FITHX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class I | 0.69% |
| FIJOX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class Z | 0.60% |
| FNIPX | Fidelity | Fidelity Freedom Index 2035 Premier | 0.05% |
Top 10 Holdings
79.17% of assets| Name | Symbol | Weight |
|---|---|---|
| American Funds The Bond Fund of America® Class R-6 | RBFGX | 14.88% |
| American Funds American Mutual Fund® Class R-6 | RMFGX | 9.41% |
| American Funds Washington Mutual Investors Fund Class R-6 | RWMGX | 7.48% |
| American Funds Mortgage Fund® Class R-6 | RMAGX | 7.37% |
| American Funds Strategic Bond Fund Class R-6 | RANGX | 7.35% |
| American Funds Multi-Sector Income R-6 | RMDUX | 7.03% |
| American Funds American High-Income Trust® Class R-6 | RITGX | 6.98% |
| American Funds American Balanced Fund® Class R-6 | RLBGX | 6.87% |
| American Funds Capital World Growth and Income Fund® Class R-6 | RWIGX | 6.14% |
| American Funds The Income Fund of America® Class R-6 | RIDGX | 5.67% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2024 | $0.4985 | Dec 24, 2024 |
| Dec 21, 2023 | $0.321 | Dec 22, 2023 |
| Dec 22, 2022 | $0.5141 | Dec 23, 2022 |
| Dec 22, 2021 | $1.5273 | Dec 23, 2021 |
| Dec 22, 2020 | $0.8377 | Dec 23, 2020 |