Capital Group California Core Municipal Fund (CCCMX) Alternatives
Capital Group California Core Municipal Fund (CCCMX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CCCMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CCCMX
CCCMX charges 0.27% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among CCCMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | CCCMX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | CCCMX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | CCCMX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | CCCMX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | CCCMX vs FMBIX |
Best Risk-Adjusted Alternatives to CCCMX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | CCCMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | CCCMX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | CCCMX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | CCCMX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | CCCMX vs USMTX |
Top Performing CCCMX Alternatives (YTD)
CCCMX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | CCCMX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | CCCMX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | CCCMX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | CCCMX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | CCCMX vs NQP |
Lowest Volatility Alternatives to CCCMX
CCCMX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | CCCMX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | CCCMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | CCCMX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | CCCMX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | CCCMX vs BATVX |
Lowest Drawdown Alternatives to CCCMX
CCCMX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | CCCMX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | CCCMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | CCCMX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | CCCMX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | CCCMX vs FHMIX |
Other Mutual Funds from Capital Group
Most popular Capital Group mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors Fund Class R6 | Large Cap Growth Equities | 70 | -6.06% | May 1, 2009 | CCCMX vs RFNGX | |
| American High-Income Municipal Bond Fund Class F-3 | High Yield Muni | 32 | -0.45% | Jan 27, 2017 | CCCMX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | High Yield Muni | 39 | -0.48% | Aug 1, 2008 | CCCMX vs AHMFX | |
| Capital Group California Short-Term Municipal Fund | Municipal Bonds | 86 | -0.12% | Apr 12, 2010 | CCCMX vs CCSTX | |
| American Funds Fundamental Investors Fund Class R2 | Large Cap Blend Equities | 64 | -6.30% | May 21, 2002 | CCCMX vs RFNBX |
Often Compared With CCCMX
What investors most often compare with CCCMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | CCCMX vs DCARX |
Compare CCCMX with Any Fund or Stock
Compare CCCMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.