American Funds College 2036 Fund (CCFAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CCFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CCFAX
CCFAX charges 0.43% annually. There are 159 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CCFAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CCFAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CCFAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CCFAX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CCFAX vs FYMIX |
Best Risk-Adjusted Alternatives to CCFAX
CCFAX has a PortfoliosLab risk / return rank of 54. There are 289 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CCFAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CCFAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CCFAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CCFAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CCFAX vs AOBLX |
Top Performing CCFAX Alternatives (YTD)
CCFAX is at 5.62% YTD. There are 276 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | CCFAX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | CCFAX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | CCFAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | CCFAX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | CCFAX vs IOEZX |
Lowest Volatility Alternatives to CCFAX
CCFAX has 8.43% 1-year volatility. There are 250 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CCFAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | CCFAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | CCFAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CCFAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CCFAX vs CSTAX |
Lowest Drawdown Alternatives to CCFAX
CCFAX has a 1-year max drawdown of -6.63%. There are 308 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CCFAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CCFAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CCFAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CCFAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CCFAX vs CSTAX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With CCFAX
Investors most often compare CCFAX with VFIAX, VOO, SNXFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CCFAX with Any Fund or Stock
Compare CCFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CCFAX with funds that move differently
American Funds College 2036 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCFAX.
Explore CCFAX Diversifiers