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 352 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 64. There are 395 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 | CFNTX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | CFNTX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | CFNTX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | CFNTX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | CFNTX vs DFSMX |
Top Performing CFNTX Alternatives (YTD)
CFNTX is at 1.89% YTD. There are 153 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | CFNTX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | CFNTX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | CFNTX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | CFNTX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | CFNTX vs NPV |
Lowest Volatility Alternatives to CFNTX
CFNTX has 2.59% 1-year volatility. There are 223 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | CFNTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | CFNTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | CFNTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | CFNTX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | CFNTX vs DFSMX |
Lowest Drawdown Alternatives to CFNTX
CFNTX has a 1-year max drawdown of -2.70%. There are 203 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 | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | CFNTX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | CFNTX vs APUSX | |
| 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 |
Other Mutual Funds from Shelton Capital Management
The 7 most viewed Shelton Capital Management mutual funds shown here include NASDX, EQTIX, NEXTX 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 | 71 | 20.21% | — | Jan 2000 | CFNTX vs NASDX | |
| Shelton Equity Income Fund | Derivative Income | 47 | 8.64% | — | Sep 1996 | CFNTX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 18 | 12.15% | — | Mar 2013 | CFNTX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 60 | 1.74% | — | Dec 2013 | CFNTX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 52 | 14.69% | — | Dec 2008 | CFNTX vs SISEX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 7 | -0.38% | — | Dec 1985 | CFNTX vs CAUSX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 80 | 24.99% | — | Mar 1997 | CFNTX vs EMSQX |
Often Compared With CFNTX
Investors most often compare CFNTX with FGNSX, DMREX, DCARX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | CFNTX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 2.05% | — | Nov 2014 | CFNTX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.84% | — | Oct 2017 | CFNTX vs DCARX | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 44 | 3.17% | — | Apr 1987 | CFNTX vs NUV | |
| T. Rowe Price California Tax Free Bond Fund | Municipal Bonds | 82 | 2.21% | — | Sep 1986 | CFNTX vs PRXCX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | CFNTX vs FXIEX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 21 | 4.72% | — | Jul 1992 | CFNTX vs MQY | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 29 | 4.22% | — | Nov 1992 | CFNTX vs MPA | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 36 | 5.84% | — | Feb 1998 | CFNTX vs MUC | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 51 | 5.45% | — | Mar 1998 | CFNTX vs MUJ |
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