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CENAX American Funds College Enrollment 529A

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Fund CENAX American Funds College Enrollment 529A SRBRX Federated Short-Interm Ttl Ret Bd R6 THLIX Thrivent Limited Maturity Bond S  
100% 89% 85%
Annual Fees
(0.78% Exp. Ratio)
(0.36% Exp. Ratio)
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$14,510.34 $16,470.71 $16,371.82
Est. savings over 30 yrs +$1,960.38 +$1,861.48
As of 10/31/16
1 YR RETURN 1.72%
3 YR 1.49%
5 YR --
10 YR --
1 YR RETURN 2.48%
3 YR 1.50%
5 YR 1.84%
10 YR 4.17%
1 YR RETURN 2.72%
3 YR 1.76%
5 YR 1.90%
10 YR 2.78%
The investment seeks to provide current income, consistent with preservation of capital. The fund will attempt to achieve its investment objective by investing in a mix of American Funds bond funds. The fund will principally invest in funds that seek current income through bond investments. The fund is designed for investors who attend college currently or plan to in the near future.
The investment seeks total return. The fund's overall investment strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It will invest at least 80% of its net assets plus the amount of any borrowing for investment purposes in fixed-income securities. The fund may invest its assets in securities of other investment companies, including the securities of affiliated money market funds.
The investment seeks a high level of current income consistent with stability of principal. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in debt securities or preferred stock in at least the "Baa" major rating category by Moody's or at least in the "BBB" major rating category by S&P or unrated securities considered to be of comparable quality by the fund's Adviser. The dollar-weighted average effective maturity for the fund is expected to be between one and five years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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