CTAEX American Funds College 2039 529-E Forecast, Technical & Fundamental Analysis

The investment seeks to achieve the following objectives to varying degrees: growth, income and preservation of capital. The adviser will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The Adviser will attempt to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds.