Cavanal Hill Ultra Short Tax-Free Income Fund (APUSX) Alternatives
Cavanal Hill Ultra Short Tax-Free Income Fund (APUSX) 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 APUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to APUSX
APUSX charges 0.60% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among APUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | APUSX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | APUSX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | APUSX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | APUSX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | APUSX vs FMBIX |
Best Risk-Adjusted Alternatives to APUSX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | APUSX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | APUSX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | APUSX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | APUSX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 31, 2016 | APUSX vs USMSX |
Top Performing APUSX Alternatives (YTD)
APUSX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | APUSX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | APUSX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | APUSX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | APUSX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | APUSX vs NQP |
Lowest Volatility Alternatives to APUSX
APUSX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | APUSX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | APUSX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | APUSX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | APUSX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | APUSX vs BATVX |
Lowest Drawdown Alternatives to APUSX
APUSX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | APUSX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | APUSX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | APUSX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | APUSX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.39% | Aug 19, 2002 | APUSX vs DFSMX |
Other Mutual Funds from Cavanal Hill funds
Most popular Cavanal Hill funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cavanal Hill World Energy Fund | Energy Equities | 95 | 27.84% | Feb 3, 2014 | APUSX vs APWEX | |
| Cavanal Hill Bond Fund | Intermediate Core Bond | 37 | -0.56% | Sep 28, 1990 | APUSX vs APBDX | |
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | 65 | -0.44% | Dec 25, 2017 | APUSX vs APENX | |
| Cavanal Hill Limited Duration Fund | Short-Term Bond | 80 | -0.03% | Oct 19, 1994 | APUSX vs APSTX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 51 | -5.79% | Dec 27, 2020 | APUSX vs APLIX |
Often Compared With APUSX
What investors most often compare with APUSX, based on PortfoliosLab usage data.
Compare APUSX with Any Fund or Stock
Compare APUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.