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 157 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 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CCFAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CCFAX vs BWBIX |
Best Risk-Adjusted Alternatives to CCFAX
CCFAX has a PortfoliosLab risk / return rank of 58. There are 301 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 | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | CCFAX vs EKBAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | CCFAX vs FIQDX |
Top Performing CCFAX Alternatives (YTD)
CCFAX is at 6.35% YTD. There are 277 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 37.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 37.09% | — | Jan 1998 | CCFAX vs EKBAX | |
| Greenspring Fund | 21.22% | — | Jun 1983 | CCFAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | CCFAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | CCFAX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | CCFAX vs BLNDX |
Lowest Volatility Alternatives to CCFAX
CCFAX has 8.05% 1-year volatility. There are 255 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CCFAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | CCFAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | CCFAX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | CCFAX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | CCFAX vs CSTAX |
Lowest Drawdown Alternatives to CCFAX
CCFAX has a 1-year max drawdown of -6.63%. There are 309 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | CCFAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | CCFAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | CCFAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | CCFAX vs FSRRX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
Often Compared With CCFAX
Investors most often compare CCFAX with VFIAX, VOO, OLGAX. These 19 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