# Portfolio overlap — CSTAX vs CTHAX

Comparing **American Funds College 2027 Fund** (2026-01-31) and **American Funds College 2030 Fund** (2026-01-31).

- Shared positions: 12
- American Funds College 2027 Fund covered by American Funds College 2030 Fund: 0.6192990709268412201112048490
- American Funds College 2030 Fund covered by American Funds College 2027 Fund: 0.6192990709268412201112048490

## 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 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | 0.191702 | ✓ |
| AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | 0.131250 | ✓ |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.118227 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.100694 | ✓ |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.098918 | ✓ |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.070920 | ✓ |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.064737 | ✓ |
| AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | 0.055948 | ✓ |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.055830 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.036575 | ✓ |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.033912 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.027916 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.006730 |  |
| INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6) | 0.006640 |  |


## 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 `0001193125-26-130946` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1547011/000119312526130946/0001193125-26-130946-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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