AB Intermediate Diversified Municipal Portfolio Advisor Class (AIDYX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AIDYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AIDYX
AIDYX charges 0.42% annually. There are 81 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | AIDYX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | AIDYX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | AIDYX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | AIDYX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | AIDYX vs FSMUX |
Best Risk-Adjusted Alternatives to AIDYX
AIDYX has a PortfoliosLab risk / return rank of 76. There are 224 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | AIDYX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | AIDYX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 99 | — | Apr 2022 | AIDYX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | AIDYX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | AIDYX vs TFCYX |
Top Performing AIDYX Alternatives (YTD)
AIDYX is at 0.35% YTD. There are 210 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.24% | — | Apr 1998 | AIDYX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.48% | — | Oct 1992 | AIDYX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.05% | — | Nov 2002 | AIDYX vs NRK | |
| BlackRock MuniHoldings New Jersey Quality Fund | 4.26% | — | Mar 1998 | AIDYX vs MUJ | |
| BlackRock MuniHoldings California Quality Fund | 4.21% | — | Feb 1998 | AIDYX vs MUC |
Lowest Volatility Alternatives to AIDYX
AIDYX has 1.84% 1-year volatility. There are 76 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | AIDYX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | AIDYX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | AIDYX vs USMSX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | AIDYX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.61% | — | May 2016 | AIDYX vs USMTX |
Lowest Drawdown Alternatives to AIDYX
AIDYX has a 1-year max drawdown of -2.02%. There are 78 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | AIDYX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | AIDYX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | AIDYX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | AIDYX vs TFCYX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | AIDYX vs DFSMX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 8 | 0.46% | — | Oct 1996 | AIDYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 8 | 0.60% | — | Jan 1996 | AIDYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 8 | 0.66% | — | Jul 2015 | AIDYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 9 | 2.45% | — | Sep 1990 | AIDYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 78 | 0.70% | — | Aug 2010 | AIDYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 63 | 1.45% | — | Feb 1994 | AIDYX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 4 | 1.76% | — | Feb 1982 | AIDYX vs ALTFX | |
| AB Income Fund | Intermediate Core-Plus Bond | 16 | -0.87% | — | Aug 1987 | AIDYX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 29 | 17.39% | — | Feb 1969 | AIDYX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -2.09% | — | Jul 1993 | AIDYX vs AWF |
Compare AIDYX with Any Fund or Stock
Compare AIDYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AIDYX with funds that move differently
AB Intermediate Diversified Municipal Portfolio Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AIDYX.
Explore AIDYX Diversifiers