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 a closer substitute for your current allocation.
Cheapest Alternatives to CTHAX
CTHAX charges 0.41% annually. There are 147 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 | CTHAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CTHAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CTHAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CTHAX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CTHAX vs FYMIX |
Best Risk-Adjusted Alternatives to CTHAX
CTHAX has a PortfoliosLab risk / return rank of 51. There are 332 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 | CTHAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CTHAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CTHAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CTHAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CTHAX vs AOBLX |
Top Performing CTHAX Alternatives (YTD)
CTHAX is at 2.32% YTD. There are 493 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | CTHAX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | CTHAX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | CTHAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | CTHAX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | CTHAX vs IOEZX |
Lowest Volatility Alternatives to CTHAX
CTHAX has 4.54% 1-year volatility. There are 24 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CTHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | CTHAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | CTHAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CTHAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CTHAX vs CSTAX |
Lowest Drawdown Alternatives to CTHAX
CTHAX has a 1-year max drawdown of -4.03%. There are 57 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 | CTHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CTHAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CTHAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CTHAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CTHAX 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.
Often Compared With CTHAX
Investors most often compare CTHAX with FCNTX, TCAF, SIFAX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CTHAX with Any Fund or Stock
Compare CTHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CTHAX with funds that move differently
American Funds College 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTHAX.
Explore CTHAX Diversifiers