AB Tax-Aware Fixed Income Opportunities Portfolio (ATTYX) 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 ATTYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATTYX
ATTYX charges 0.50% annually. There are 151 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 | ATTYX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | ATTYX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | ATTYX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ATTYX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | ATTYX vs FSMUX |
Best Risk-Adjusted Alternatives to ATTYX
ATTYX has a PortfoliosLab risk / return rank of 76. There are 270 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | ATTYX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | ATTYX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | ATTYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | ATTYX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | ATTYX vs FHMIX |
Top Performing ATTYX Alternatives (YTD)
ATTYX is at 1.91% YTD. There are 185 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.97% | — | Apr 1998 | ATTYX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.93% | — | Nov 2002 | ATTYX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.42% | — | Oct 1992 | ATTYX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.33% | — | Nov 2001 | ATTYX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 7.11% | — | Feb 1998 | ATTYX vs MUC |
Lowest Volatility Alternatives to ATTYX
ATTYX has 2.77% 1-year volatility. There are 262 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | ATTYX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.56% | — | Aug 2002 | ATTYX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | ATTYX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | ATTYX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | ATTYX vs USMTX |
Lowest Drawdown Alternatives to ATTYX
ATTYX has a 1-year max drawdown of -3.06%. There are 353 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 | ATTYX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | ATTYX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | ATTYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | ATTYX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | ATTYX vs DFABX |
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 | 10 | 3.25% | — | Oct 1996 | ATTYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 10 | 3.39% | — | Jan 1996 | ATTYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 10 | 3.45% | — | Jul 2015 | ATTYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 11 | 5.21% | — | Sep 1990 | ATTYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 81 | 2.36% | — | Aug 2010 | ATTYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 72 | 2.04% | — | Feb 1994 | ATTYX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 2.33% | — | Feb 1982 | ATTYX vs ALTFX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 30 | 18.88% | — | Feb 1969 | ATTYX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 18 | -0.24% | — | Aug 1987 | ATTYX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -0.83% | — | Jul 1993 | ATTYX vs AWF |
Often Compared With ATTYX
Investors most often compare ATTYX with MUJ, NPV, APUSX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 69 | 6.57% | — | Mar 1998 | ATTYX vs MUJ | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 31 | 6.89% | — | Mar 1993 | ATTYX vs NPV | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | ATTYX vs APUSX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.92% | — | Dec 2017 | ATTYX vs FGNSX | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | ATTYX vs DNYMX | |
| Franklin Liberty Federal Intermediate Tax-Free Bon... | Municipal Bonds | 84 | 2.50% | 2.30B | Aug 2017 | ATTYX vs FLMI | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 87 | 2.11% | — | Jun 2012 | ATTYX vs FXIEX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 46 | 5.38% | — | Nov 1992 | ATTYX vs MPA |
Compare ATTYX with Any Fund or Stock
Compare ATTYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATTYX with funds that move differently
AB Tax-Aware Fixed Income Opportunities Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATTYX.
Explore ATTYX Diversifiers