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 156 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CTLAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CTLAX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CTLAX vs BWBIX |
Best Risk-Adjusted Alternatives to CTLAX
CTLAX has a PortfoliosLab risk / return rank of 56. There are 328 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | CTLAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | CTLAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | CTLAX vs AYBLX |
Top Performing CTLAX Alternatives (YTD)
CTLAX is at 4.10% YTD. There are 429 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | CTLAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | CTLAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | CTLAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | CTLAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | CTLAX vs SMIFX |
Lowest Volatility Alternatives to CTLAX
CTLAX has 6.14% 1-year volatility. There are 114 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 | CTLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | CTLAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | CTLAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CTLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CTLAX vs CSTAX |
Lowest Drawdown Alternatives to CTLAX
CTLAX has a 1-year max drawdown of -5.22%. There are 158 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | CTLAX vs FSRKX |
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 BLNDX, FIQDX, QBDSX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 82 | 12.91% | — | Dec 2019 | CTLAX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | CTLAX vs FIQDX | |
| Quantified Managed Income Fund | Diversified Portfolio | 5 | -0.50% | — | Aug 2013 | CTLAX vs QBDSX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | CTLAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | CTLAX vs FSRRX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 59 | 9.89% | — | Feb 2022 | CTLAX vs FYMIX | |
| ICON Equity Income Fund | Diversified Portfolio | 75 | 12.75% | — | May 2004 | CTLAX vs IOEZX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | CTLAX vs FSIRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 76 | 10.63% | — | Dec 2010 | CTLAX vs PUDZX | |
| Disciplined Growth Investors Fund | Diversified Portfolio | 29 | 14.54% | — | Aug 2011 | CTLAX vs DGIFX |
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