American Funds College 2036 FundTCDTX

MUTUAL FUNDCapital Group (American Funds)
Type
Mutual fund
Peer group
Target-date
Net assets
$3.8B
Expense ratio
0.74%
1-year return
+20.8%
3 years, a year
+15.4%
5 years, a year
+7.5%
Holdings
22

What it aims to do.

Depending on the proximity to its target date, the fund will seek to achieve the following objectives to varying degrees: growth, income and preservation of capital. The target date is meant to roughly correspond to the year in which the fund beneficiary will start to withdraw funds to meet higher education expenses. The fund will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to achieve an appropriate balance of tota

Top 10 holdings.

Holding% of fund
Bond Fund Of America (The) (Bfa)13.36%
Capital World Growth & Income Fund8.52%
Investment Company Of America7.47%
Washington Mutual Investors Fund (Wmif)7.43%
American High-Income Trust6.75%
American Funds Multi-Sector Income Fund (Msi)6.72%
American Balanced Fund (Ambal)6.48%
American Mutual Fund (Amf)6.44%
Fundamental Investors5.46%
American Funds Mortgage (Afmf)3.43%

More on TCDTX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.