CDJAX — American Funds College 2039 Fund

Data updated: 2026-06-26

CDJAX — American Funds College 2039 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $2.15B AUM · 0.77% expense ratio · 25.8% 1-yr return. From SEC regulatory filings.

CDJAX Fund Overview

CDJAX — American Funds College 2039 Fund is a US mutual fund managed by American Funds College Target Date Series, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: American Funds College Target Date Series
  • Category: Target Date / Glide Path Allocation
  • Assets under management: $2.15B
  • 1-year return: 25.8%
  • Ticker: CDJAX
  • SEC CIK: 0001547011
  • SEC series ID: S000070453
  • Share class ID: C000223952

CDJAX Holdings

Top 10 holdings of American Funds College 2039 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Investment Company Of America9.36%
Capital World Growth & Income Fund9.06%
Fundamental Investors8.41%
Bond Fund Of America (the) (bfa)7.52%
Growth Fund Of America (the)7.19%
Washington Mutual Investors Fund (wmif)6.67%
Smallcap World Fund, Inc.6.63%
American High-Income Trust6.30%
American Balanced Fund (ambal)5.55%
New Perspective Fund (npf)5.21%

View all CDJAX holdings

CDJAX Portfolio Allocation

Asset-class allocation of American Funds College 2039 Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity99.9%

CDJAX Performance

Total returns for CDJAX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD5.0%
1 year25.8%
3 years (annualised)17.5%
5 years (annualised)8.2%

CDJAX Risk Information

Risk metrics for CDJAX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 11.7%

CDJAX Costs and Fees

CDJAX costs about $77 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.77%
  • Gross expense ratio: 0.77%
  • Portfolio turnover: 4%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

CDJAX Cashflows

Over the 12 months to 2026-04, American Funds College 2039 Fund had net inflows of $440.76M, from monthly SEC N-PORT filings.

MonthNet flow
2026-04$27.58M
2026-03$28.79M
2026-02$25.38M
2026-01$41.62M
2025-12$159.39M
2025-11$25.29M

CDJAX Debt Constituents

No individual debt constituents are reported in American Funds College 2039 Fund's latest SEC N-PORT filing.

CDJAX Prospectus and SEC Filings

Official American Funds College 2039 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.