American Funds College 2030 Fund (CTHAX) Alternatives
American Funds College 2030 Fund (CTHAX) 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 CTHAX. 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 CTHAX
CTHAX charges 0.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CTHAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CTHAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CTHAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CTHAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CTHAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | CTHAX vs MAANX |
Best Risk-Adjusted Alternatives to CTHAX
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 | CTHAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CTHAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CTHAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CTHAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CTHAX vs PMAIX |
Top Performing CTHAX Alternatives (YTD)
CTHAX 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 | CTHAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CTHAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CTHAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CTHAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CTHAX vs CONWX |
Lowest Volatility Alternatives to CTHAX
CTHAX 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 | CTHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CTHAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CTHAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CTHAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CTHAX vs SICIX |
Lowest Drawdown Alternatives to CTHAX
CTHAX 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 | CTHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CTHAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CTHAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CTHAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CTHAX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With CTHAX
What investors most often compare with CTHAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | CTHAX vs FCNTX | |
| T. Rowe Price Capital Appreciation Equity ETF | Large Cap Blend Equities, Actively Managed | 39 | -6.88% | Jun 14, 2023 | CTHAX vs TCAF | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | CTHAX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | CTHAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | CTHAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | CTHAX vs WWWEX |
Compare CTHAX with Any Fund or Stock
Compare CTHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.