Capital Group California Short-Term Municipal Fund (CCSTX) Alternatives
Capital Group California Short-Term Municipal Fund (CCSTX) 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 CCSTX. 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 CCSTX
CCSTX charges 0.30% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among CCSTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | CCSTX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | CCSTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | CCSTX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | CCSTX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | CCSTX vs FMBIX |
Best Risk-Adjusted Alternatives to CCSTX
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 | CCSTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | CCSTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | CCSTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | CCSTX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | CCSTX vs USMTX |
Top Performing CCSTX Alternatives (YTD)
CCSTX 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 | CCSTX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | CCSTX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | CCSTX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | CCSTX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | CCSTX vs NQP |
Lowest Volatility Alternatives to CCSTX
CCSTX 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 | CCSTX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | CCSTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | CCSTX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | CCSTX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | CCSTX vs BATVX |
Lowest Drawdown Alternatives to CCSTX
CCSTX 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 | CCSTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | CCSTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | CCSTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | CCSTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | CCSTX 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 | CCSTX vs RFNGX | |
| American High-Income Municipal Bond Fund Class F-3 | High Yield Muni | 32 | -0.45% | Jan 27, 2017 | CCSTX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | High Yield Muni | 39 | -0.48% | Aug 1, 2008 | CCSTX vs AHMFX | |
| Capital Group California Core Municipal Fund | Municipal Bonds | 67 | -0.84% | Apr 12, 2010 | CCSTX vs CCCMX | |
| American Funds Fundamental Investors Fund Class R2 | Large Cap Blend Equities | 64 | -6.30% | May 21, 2002 | CCSTX vs RFNBX |
Often Compared With CCSTX
What investors most often compare with CCSTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Limited-Term Tax-Exempt Fund Investor Sha... | Municipal Bonds | 92 | -0.14% | Aug 31, 1987 | CCSTX vs VMLTX |
Compare CCSTX with Any Fund or Stock
Compare CCSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.