# Portfolio overlap — CSTAX vs CENAX

Comparing **American Funds College 2027 Fund** (2026-01-31) and **American Funds College Enrollment Fund** (2026-01-31).

- Shared positions: 6
- American Funds College 2027 Fund covered by American Funds College Enrollment Fund: 0.8618989415897190796682481993
- American Funds College Enrollment Fund covered by American Funds College 2027 Fund: 0.8618989415897190796682481993

## American Funds College 2027 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.294659 | ✓ |
| SHORT TERM BOND FUND OF AMERICA R6 (STBF CL R6) | 0.277744 | ✓ |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.115128 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.093046 | ✓ |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.065449 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.055909 | ✓ |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.033603 |  |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.015361 |  |
| AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | 0.015328 |  |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.015296 |  |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.006194 |  |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.006188 |  |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.006095 |  |

## American Funds College Enrollment Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SHORT TERM BOND FUND OF AMERICA R6 (STBF CL R6) | 0.400457 | ✓ |
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.310047 | ✓ |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.100063 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.089571 | ✓ |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.050066 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.049796 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-130942` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1547011/000119312526130942/0001193125-26-130942-index.htm>
- N-PORT (fund B) — accession `0001193125-26-130945` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1547011/000119312526130945/0001193125-26-130945-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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