American Funds College 2036 Fund (CCFAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CCFAX
CCFAX charges 0.43% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CCFAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CCFAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CCFAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CCFAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CCFAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | CCFAX vs MAANX |
Best Risk-Adjusted Alternatives to CCFAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CCFAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CCFAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CCFAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CCFAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CCFAX vs PMAIX |
Top Performing CCFAX Alternatives (YTD)
CCFAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CCFAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CCFAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CCFAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CCFAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CCFAX vs CONWX |
Lowest Volatility Alternatives to CCFAX
CCFAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CCFAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CCFAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CCFAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CCFAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CCFAX vs SICIX |
Lowest Drawdown Alternatives to CCFAX
CCFAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CCFAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CCFAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CCFAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CCFAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CCFAX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With CCFAX
What investors most often compare with CCFAX, 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.