CCFAX Alternatives & Similar Mutual Funds

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 158 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	CCFAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	CCFAX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	63.70B	Dec 2000	CCFAX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	CCFAX vs TSAIX
FYMIX	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 55. There are 318 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	CCFAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	CCFAX vs TIBIX
RPFCX	Davis Appreciation & Income Fund	96	—	Apr 1992	CCFAX vs RPFCX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	CCFAX vs NWQIX
FSRRX	Fidelity Strategic Real Return Fund	95	—	Sep 2005	CCFAX vs FSRRX

Top Performing CCFAX Alternatives (YTD)

CCFAX is at 6.28% YTD. There are 283 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	29.72%	—	Jan 1998	CCFAX vs EKBAX
TIBIX	Thornburg Investment Income Builder Fund Class I	19.05%	—	Dec 2002	CCFAX vs TIBIX
IOEZX	ICON Equity Income Fund	18.94%	—	May 2004	CCFAX vs IOEZX
GRSPX	Greenspring Fund	17.70%	—	Jun 1983	CCFAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.05%	—	Aug 1998	CCFAX vs MHELX

Lowest Volatility Alternatives to CCFAX

CCFAX has 8.48% 1-year volatility. There are 243 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	CCFAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	CCFAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.91%	—	Apr 2012	CCFAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.05%	—	Apr 2003	CCFAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	CCFAX vs CSTAX

Lowest Drawdown Alternatives to CCFAX

CCFAX has a 1-year max drawdown of -6.63%. There are 307 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	CCFAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	CCFAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	CCFAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	CCFAX vs SICIX
CSTAX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.43%	—	Jul 1975	CCFAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	9.73%	—	Jan 1934	CCFAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	55	8.99%	—	Jul 1952	CCFAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	19	5.80%	—	Dec 1973	CCFAX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.30%	—	May 2009	CCFAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.21%	—	Aug 1978	CCFAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	4.94%	—	Mar 1973	CCFAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	5.73%	—	Dec 1973	CCFAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.35%	—	Dec 1973	CCFAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	4.76%	—	Jan 1967	CCFAX vs AMCPX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	CCFAX vs VFIAX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	CCFAX vs VOO
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	56	10.31%	22.19B	Apr 1991	CCFAX vs SNXFX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	CCFAX vs OLGAX
TAIAX	American Funds Tax-Aware Conservative Growth and I...	Diversified Portfolio	76	6.47%	—	May 2012	CCFAX vs TAIAX
MAGS	Roundhill Magnificent Seven ETF	Technology Equities, Large Cap Growth Equities	37	3.67%	3.70B	Apr 2023	CCFAX vs MAGS
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.25%	—	Aug 2013	CCFAX vs QBDSX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	84	8.29%	—	Dec 1987	CCFAX vs CONWX
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	83	8.84%	—	Apr 2012	CCFAX vs SIFAX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	93	7.66%	—	Dec 2011	CCFAX vs PMAIX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	67	7.66%	—	Nov 2009	CCFAX vs TPDAX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	6.20%	—	Sep 2005	CCFAX vs FCSRX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	6.68%	—	Oct 2018	CCFAX vs FIQDX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	92	12.51%	—	Dec 2010	CCFAX vs PUDZX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	12	0.60%	—	Dec 2017	CCFAX vs BWBIX
BERIX	Chartwell Income Fund	Diversified Portfolio	80	2.94%	—	Sep 1987	CCFAX vs BERIX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	4	4.86%	—	Dec 1999	CCFAX vs WWWEX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	92	6.77%	—	Sep 2005	CCFAX vs FSRKX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	6.81%	—	Sep 2005	CCFAX vs FSIRX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	74	10.46%	—	Jul 2007	CCFAX vs AAAAX

Compare CCFAX with Any Fund or Stock

Compare CCFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

American Funds College 2036 Fund (CCFAX) Alternatives