FCCFX:NASDAQ
American Funds College 2033 Fund Class 529-F-2 – FCCFX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 12.68 | 0.02 (+0.16%) | 11.76 - 13.20 | 0.0 |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - FCCFX
The investment seeks to achieve the following objectives to varying degrees: growth, income and preservation of capital.
The adviser 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. The adviser will attempt to achieve the fund's investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds.
Growth of $10,000 (10 Years)
| Total Return | 7.63% |
|---|
| Yield (Trailing 12 Mo.) | 2.90% |
|---|
| Expense Ratio | 0.44% |
|---|
| Front Load | None |
|---|
| Deferred Load | None |
|---|
| Minimum Investment | $250.00 |
|---|
| Management Tenure | 10 Years |
|---|
| Fund Inception | 10/30/2020 |
|---|
Trailing Total Returns - FCCFX
as of 02/28/2025
| Timeframe | FCCFX | S&P 500 | Moderate Allocation |
|---|
| 1 Month | 0.94% | -1.30% | -0.03% |
|---|
| 3 Month | 1.53% | -0.97% | -0.58% |
|---|
| Year-to-Date | 3.47% | 1.44% | 2.32% |
|---|
| 1 Year | 12.20% | 18.41% | 11.03% |
|---|
| 3 Year | 5.69% | 12.55% | 5.49% |
|---|
| 5 Year | 8.31% | 16.85% | 8.33% |
|---|
| 10 Year | -- | 12.98% | 6.55% |
|---|
| Since Inception | 7.63% | 11.12% | -- |
|---|
Sector Allocation - FCCFX
as of 02/28/2025
| Basic Materials | | 3.50% |
|---|
| Consumer Cyclical | | 8.19% |
|---|
| Financial Services | | 14.12% |
|---|
| Real Estate | | 2.30% |
|---|
| Consumer Defensive | | 7.69% |
|---|
| Healthcare | | 13.94% |
|---|
| Utilities | | 4.25% |
|---|
| Communication Services | | 6.87% |
|---|
| Energy | | 4.48% |
|---|
| Industrials | | 12.86% |
|---|
| Technology | | 21.79% |
|---|
Asset Allocation - FCCFX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
|---|
| Stock | 0.00 | | | 38.08 | 38.08 |
|---|
| Bond | 0.00 | | | 38.27 | 38.27 |
|---|
| Other | 0.00 | | | 0.42 | 0.42 |
|---|
| Foreign Stock | 0.00 | | | 12.13 | 12.13 |
|---|
| Foreign Bond | 0.00 | | | 5.68 | 5.68 |
|---|
| Total | 0.00 | | | 94.58 | 94.58 |
|---|
| Cash | 2.92 | | | 8.20 | 5.28 |
|---|
| Total Net Assets | $3.65B |
|---|
| Total Stock Holdings | 0 |
|---|
| Total Bond Holdings | 0 |
|---|
Bond Credit Quality - FCCFX
as of 02/28/2025
| AAA | | 55.22% |
|---|
| AA | | 3.32% |
|---|
| A | | 9.48% |
|---|
| BBB | | 10.82% |
|---|
| BB | | 11.33% |
|---|
| B | | 5.96% |
|---|
| Below B | | 1.75% |
|---|
| Not Rated | | 2.12% |
|---|
Top Ten Holdings - FCCFX
as of 02/28/2025
Valuation & Growth - FCCFX
as of 02/28/2025
| Valuation | FCCFX | Category Range |
|---|
| Price/Earnings | 22.95 | |
|---|
| Price/Book | 3.47 | |
|---|
| Price/Sales | 2.47 | |
|---|
| Price/Cash Flow | 13.95 | |
|---|
| Dividend Yield | 2.34 | |
|---|
| LT Earnings | 10.21 | |
|---|
| Historical Earnings | 14.54 | |
|---|
| Sales Growth | -3.43 | |
|---|
| Cash-Flow Growth | 6.31 | |
|---|
| Book-Value Growth | -33.98 | |
|---|
