Our seven target date funds were designed to address the key challenges of saving for the rising cost of education. A single investment provides diversification and a glide path matched to each client’s investing time horizon, making saving for education easier than ever.
A glide path aligned with college investors’ needs
The nearest dated fund merges with the College Enrollment Fund when it reaches its target enrollment date.
The target allocations shown are as of June 29, 2023, and are subject to the oversight committee's discretion. The investment adviser anticipates assets will be invested within a range that deviates no more than 10% above or below the allocations shown in the prospectus. Underlying funds may be added or removed during the year. Visit capitalgroup.com for current allocations.
Fund name |
Current age of child |
College enrollment year |
---|---|---|
American Funds College 2039 Fund | 0-3 |
2038 to 2040 |
American Funds College 2036 Fund | 4-6 |
2035 to 2037 |
American Funds College 2033 Fund® | 7-9 |
2032 to 2034 |
American Funds College 2030 Fund® | 10-12 |
2029 to 2031 |
American Funds College 2027 Fund® | 13-15 |
2026 to 2028 |
American Funds College 2024 Fund® | 16-18 |
2023 to 2025 |
American Funds College Enrollment Fund® | 18+ |
2022 or already enrolled |
College Target Date Series (one pager)
Help clients make saving for college straightforward.
Fund information matrix
College Target Date Series fund numbers, CUSIPs and Quotrons.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Similar information is contained in the CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through CollegeAmerica. Before investing in any state's 529 plan, investors should consult a tax advisor. CollegeAmerica is a nationwide plan sponsored by Virginia529.
Investment professionals gradually adjust a college target date portfolio over time so that it becomes more preservation-oriented. The college target date is the year that corresponds roughly to the year in which the beneficiary is expected to begin taking withdrawals. The allocation strategy does not guarantee that investors' education savings goals will be met. Investors and their financial professionals should periodically evaluate their investment to determine whether it continues to meet their needs.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
American Funds Distributors, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.