YOUR GUIDE TO SAVING FOR COLLEGE

CollegeAmerica

Expense Ratio

0.0%

2.7%

Investors in CollegeAmerica can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
American Funds College 2027 Fund 0.83% 63% 8.74% 5.09% 8.32% N/A
American Funds College 2024 Fund 0.77% 52% 6.00% 4.07% 6.82% N/A
American Funds College 2021 Fund 0.75% 35% 2.53% 2.90% 5.12% N/A
American Funds College 2018 Fund 0.77% 6% 0.67% 2.13% 3.66% N/A
American Funds College Enrollment Fund 0.79% 0% 0.40% 1.29% 0.82% N/A
American Funds College 2030 Fund 0.85% 78% 11.16% 5.90% 9.59% N/A
American Funds College 2033 Fund 0.87% 90% 14.52% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
American Funds Global Growth Portfolio 0.94% 100% 20.13% 8.43% 11.24% N/A
American Funds Growth Portfolio 0.88% 100% 18.42% 9.43% 12.71% N/A
American Funds Growth and Income Portfolio 0.82% 79% 13.30% 7.16% 9.83% N/A
American Funds Balanced Portfolio 0.84% 65% 12.00% 6.92% 8.96% N/A
American Funds Income Portfolio 0.76% 43% 9.61% 5.81% 7.14% N/A
American Funds Preservation Portfolio 0.76% 0% -0.05% 1.15% 0.76% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
AMCAP Fund 0.78% 100% 17.05% 9.28% 14.44% 7.90%
The Growth Fund of America 0.72% 100% 19.78% 11.38% 14.97% 7.24%
The New Economy Fund 0.90% 100% 26.19% 11.28% 15.84% 8.16%
EuroPacific Growth Fund 0.91% 100% 20.14% 7.13% 9.06% 3.26%
New Perspective Fund 0.87% 100% 20.76% 10.30% 12.41% 6.33%
New World Fund 1.14% 100% 20.04% 5.69% 6.47% 3.11%
SMALLCAP World Fund 1.19% 100% 18.03% 10.42% 12.13% 5.33%
American Mutual Fund 0.70% 80% 15.42% 9.39% 12.41% 6.98%
Capital World Growth and Income Fund 0.88% 100% 18.33% 7.22% 10.71% 4.45%
Fundamental Investors 0.70% 100% 20.22% 11.38% 14.45% 7.17%
The Investment Company of America 0.69% 100% 16.12% 9.21% 13.67% 6.48%
Washington Mutual Investors Fund 0.67% 100% 19.15% 9.65% 13.38% 6.72%
Capital Income Builder 0.71% 75% 10.02% 5.36% 7.40% 3.93%
The Income Fund of America 0.65% 60% 11.35% 6.67% 9.10% 5.57%
American Balanced Fund 0.68% 60% 12.35% 7.89% 10.28% 6.61%
American High-Income Trust 0.81% 0% 8.66% 4.00% 4.76% 5.63%
The Bond Fund of America 0.70% 0% 0.53% 2.51% 1.94% 2.95%
Capital World Bond Fund 1.04% 0% -0.16% 1.10% 0.64% 3.10%
Intermediate Bond Fund of America 0.69% 0% 0.07% 1.23% 0.78% 2.08%
U. S. Government Securities Fund 0.70% 0% -0.44% 1.78% 1.05% 3.32%
Short-Term Bond Fund of America 0.75% 0% 0.57% 0.78% 0.43% 1.18%
International Growth and Income Fund 1.01% 100% 17.41% 2.94% 6.80% N/A
American Funds U. S. Government Money Market Fund 0.50% 0% 0.24% 0.08% 0.05% N/A
American Funds Mortgage Fund 0.76% 0% 0.78% 2.21% 1.60% N/A
American Funds Global Balanced Fund 0.95% 75% 8.78% 4.24% 7.16% N/A
American Funds Developing World Growth and Income Fund 1.41% 100% 15.26% 1.10% N/A N/A
American Funds Inflation Linked Bond Fund 0.81% 0% -0.48% 1.71% N/A N/A
American Funds Strategic Bond Fund 1.13% 0% 1.45% N/A N/A N/A
American Funds Corporate Bond Fund 1.05% 0% 1.73% 4.54% N/A N/A
American Funds Emerging Markets Bond Fund 1.21% 0% 7.78% N/A N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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