Give them the key to explore the possibilities
Capital Group’s CollegeAmerica® 529 savings plan
Starting today can make all the difference for your investors
A single choice can create opportunities, fuel passions and help make dreams a reality. Choosing to recommend Capital Group’s CollegeAmerica 529 plan can unlock a world of possibilities for investors by giving children the opportunity to explore their boundless potential, while easing mounting education costs.
Discover the benefits of our CollegeAmerica investment options
American Funds College Target Date Series®
Convenience
Each fund’s target date represents the year that corresponds roughly to the year in which the beneficiary is expected to take withdrawals. Investment professionals adjust the portfolio over time so that it becomes more preservation-oriented. A carefully monitored savings glide path means no more manual reallocation for you.
American Funds Portfolio Series
Objective-focused
With objectives like growth and preservation, these funds of funds offer broadly diversified portfolios in a single investment.
Individual mutual funds
Customization
Build a savings portfolio of your preferred American Funds, or select a single-fund option. Either way, you control the investment mix.
Availability
Financial professionals and education savers from all 50 states are using CollegeAmerica to save for education. CollegeAmerica is available in 529‐A, 529‐C, 529‐E, 529-F-1 and 529-F-2 share classes.
Explore the benefits of our employer-sponsored CollegeAmerica plans
A 529 savings plan can be part of an employer’s benefits package
Many employers want to help with the high costs of higher education. A 529-E plan can be an easy way for your business owner clients to do so, with no setup costs or mandatory contributions.
American Funds College Target Date Series®
Convenience
Each fund’s target date represents the year that corresponds roughly to the year in which the beneficiary is expected to begin taking withdrawals. Investment professionals adjust the portfolio over time so that it becomes more preservation-oriented. A carefully monitored savings glide path means no more manual reallocation for you.
American Funds Portfolio Series
Objective-focused
With objectives like growth and preservation, these funds of funds offer broadly diversified portfolios in a single investment.
Individual mutual funds
Customization
Build a savings portfolio of your preferred American Funds, or select a single-fund option. Either way, you control the investment mix.
Availability
Any employer with an employer identification number (EIN) is eligible to establish an employer-sponsored CollegeAmerica plan, and all employees, including part-time employees, are eligible to participate. Investors invest in the CollegeAmerica employer‐sponsored program using Class 529‐E shares.
529 setup and service
To set up a new CollegeAmerica 529, visit the Account Resource Center to easily access all of the required paperwork, resources and more.
529 Setup and Service
We've made setting up a CollegeAmerica 529 simple, so you can help unlock new worlds of possibilities for your clients and your practice.
† Source: Morningstar. Ratings are based on the following criteria: process, people, parent, price and, until 2022, performance. In 2022, Morningstar’s performance analysis takes place as part of a broader assessment of the people, process and parent criteria.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Similar information is contained in the CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through CollegeAmerica. Before investing in any state's 529 plan, investors should consult a tax advisor. CollegeAmerica is a nationwide plan sponsored by Virginia529.
Investment professionals gradually adjust a college target date portfolio over time so that it becomes more preservation-oriented. The college target date is the year that corresponds roughly to the year in which the beneficiary is expected to begin taking withdrawals. The allocation strategy does not guarantee that investors' education savings goals will be met. Investors and their financial professionals should periodically evaluate their investment to determine whether it continues to meet their needs.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
American Funds Distributors, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.