CCSTX Fund Comparisons

CCSTX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include TEPAX, DFMPX, CCCMX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
CCSTX
Name
Capital Group California Short-Term Municipal Fund
Type
Mutual Fund
Originator
Capital Group / American Funds
Asset class
fixed_income
Net expense ratio
0.3%
AUM
$140.9M

Comparable Funds

FundQuant reviewed 425 active searchable funds, 38 ETFs, 387 mutual funds and returned 3 comparable funds for CCSTX.

  1. TEPAX - American Funds Tax-Exempt Preservation Portfolio (Mutual Fund; Capital Group / American Funds; fixed_income; Strong Fit; fit score 84)
  2. DFMPX - DFA Municipal Bond Portfolio (Mutual Fund; DFA Investment Dimensions; fixed_income; Strong Fit; fit score 80)
  3. CCCMX - Capital Group California Core Municipal Fund (Mutual Fund; Capital Group / American Funds; fixed_income; Strong Fit; fit score 77)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/CCSTX/comps