American Funds College 2033 Fund (CTLAX) 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 CTLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CTLAX
CTLAX charges 0.42% annually. There are 155 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 | CTLAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CTLAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CTLAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CTLAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CTLAX vs FYMIX |
Best Risk-Adjusted Alternatives to CTLAX
CTLAX has a PortfoliosLab risk / return rank of 61. There are 268 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 | CTLAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CTLAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | CTLAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CTLAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CTLAX vs FSRRX |
Top Performing CTLAX Alternatives (YTD)
CTLAX is at 4.48% YTD. There are 394 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | CTLAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | CTLAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | CTLAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | CTLAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | CTLAX vs MHELX |
Lowest Volatility Alternatives to CTLAX
CTLAX has 6.10% 1-year volatility. There are 103 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CTLAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | CTLAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CTLAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | CTLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CTLAX vs CSTAX |
Lowest Drawdown Alternatives to CTLAX
CTLAX has a 1-year max drawdown of -5.22%. There are 155 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 | CTLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CTLAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CTLAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CTLAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CTLAX 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 CTLAX
Investors most often compare CTLAX with BWBIX, PUDZX, FIQDX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CTLAX with Any Fund or Stock
Compare CTLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CTLAX with funds that move differently
American Funds College 2033 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTLAX.
Explore CTLAX Diversifiers