American Funds College 2036 Fund (CCFAX) Research

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.

Market snapshot

Symbol
CCFAX
Price
$14.60
Day change
+0.55%
Market cap
$3.9B
52-week range
13.23-14.7
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Franklin Mutual Beacon Fund (BEGRX)
  • Janus Henderson Contrarian Fund (JCNCX)
  • MFS Aggressive Growth Allocation Fund (MAAGX)
  • MFS Conservative Allocation Fund (MACFX)
  • Neuberger Berman Sustainable Equity Fund (NBSRX)
  • Columbia Large Cap Index Fund (NINDX)
  • Touchstone Large Cap Focused Fund (SENCX)
  • T. Rowe Price Retirement 2010 Fund (TRRAX)

Open American Funds College 2036 Fund (CCFAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.