Green California Tax-Free Income Fund (CFNTX) 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 CFNTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFNTX
CFNTX charges 0.76% annually. There are 354 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 | CFNTX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CFNTX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | CFNTX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | CFNTX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | CFNTX vs FSMUX |
Best Risk-Adjusted Alternatives to CFNTX
CFNTX has a PortfoliosLab risk / return rank of 54. There are 382 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 Municipal Bond Portfolio | 100 | — | Aug 2002 | CFNTX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | CFNTX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | 99 | — | Apr 2022 | CFNTX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | CFNTX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | CFNTX vs TFCYX |
Top Performing CFNTX Alternatives (YTD)
CFNTX is at 0.19% YTD. There are 292 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.88% | — | Apr 1998 | CFNTX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 6.63% | — | Nov 2002 | CFNTX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 5.90% | — | Oct 1992 | CFNTX vs MIY | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.67% | 12.30B | Sep 1994 | CFNTX vs VTMFX | |
| BlackRock MuniHoldings New Jersey Quality Fund | 3.83% | — | Mar 1998 | CFNTX vs MUJ |
Lowest Volatility Alternatives to CFNTX
CFNTX has 2.78% 1-year volatility. There are 246 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 | CFNTX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | CFNTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | CFNTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | CFNTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | CFNTX vs USMTX |
Lowest Drawdown Alternatives to CFNTX
CFNTX has a 1-year max drawdown of -2.70%. There are 201 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 | CFNTX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | CFNTX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | CFNTX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | CFNTX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | CFNTX vs DFSMX |
Other Mutual Funds from Shelton
The 7 most viewed Shelton mutual funds shown here include NASDX, EQTIX, DEBTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 37 | 12.17% | — | Jan 2000 | CFNTX vs NASDX | |
| Shelton Equity Income Fund | Derivative Income | 54 | 9.12% | — | Sep 1996 | CFNTX vs EQTIX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 54 | 1.69% | — | Dec 2013 | CFNTX vs DEBTX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 14 | 8.59% | — | Mar 2013 | CFNTX vs NEXTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 64 | 14.72% | — | Dec 2008 | CFNTX vs SISEX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 5 | -1.82% | — | Dec 1985 | CFNTX vs CAUSX | |
| Shelton Emerging Markets Fund | Emerging Markets Equities | 56 | 17.04% | — | Mar 1997 | CFNTX vs EMSQX |
Often Compared With CFNTX
Investors most often compare CFNTX with FGNSX, DMREX, APUSX. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CFNTX with Any Fund or Stock
Compare CFNTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFNTX with funds that move differently
Green California Tax-Free Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFNTX.
Explore CFNTX Diversifiers