American Funds College 2027 Fund (CSTAX) Alternatives
American Funds College 2027 Fund (CSTAX) 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 CSTAX. 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 CSTAX
CSTAX charges 0.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CSTAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CSTAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CSTAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CSTAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CSTAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CSTAX vs BWBIX |
Best Risk-Adjusted Alternatives to CSTAX
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 | CSTAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CSTAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CSTAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CSTAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CSTAX vs PMAIX |
Top Performing CSTAX Alternatives (YTD)
CSTAX 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 | CSTAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CSTAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CSTAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CSTAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CSTAX vs CONWX |
Lowest Volatility Alternatives to CSTAX
CSTAX 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 | CSTAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CSTAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CSTAX vs AVEFX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CSTAX vs SICIX | |
| Quantified Managed Income Fund | 3.76% | Aug 8, 2013 | CSTAX vs QBDSX |
Lowest Drawdown Alternatives to CSTAX
CSTAX 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 | CSTAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CSTAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CSTAX vs AVEFX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CSTAX vs SICIX | |
| Chartwell Income Fund | -2.95% | Sep 2, 1987 | CSTAX vs BERIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With CSTAX
What investors most often compare with CSTAX, based on PortfoliosLab usage data.
Compare CSTAX with Any Fund or Stock
Compare CSTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.