Green California Tax-Free Income Fund (CFNTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CFNTX
CFNTX charges 0.76% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among CFNTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | CFNTX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | CFNTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | CFNTX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | CFNTX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | CFNTX vs FMBIX |
Best Risk-Adjusted Alternatives to CFNTX
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 | CFNTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | CFNTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | CFNTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | CFNTX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | CFNTX vs USMTX |
Top Performing CFNTX Alternatives (YTD)
CFNTX 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 | CFNTX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | CFNTX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | CFNTX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | CFNTX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | CFNTX vs NQP |
Lowest Volatility Alternatives to CFNTX
CFNTX 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 | CFNTX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | CFNTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | CFNTX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | CFNTX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | CFNTX vs BATVX |
Lowest Drawdown Alternatives to CFNTX
CFNTX 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 | CFNTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | CFNTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | CFNTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | CFNTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | CFNTX vs FHMIX |
Other Mutual Funds from Shelton Capital Management
Most popular Shelton Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 19 | -5.55% | Sep 3, 1996 | CFNTX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 55 | 1.32% | Mar 12, 2013 | CFNTX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 56 | -1.26% | Dec 11, 2013 | CFNTX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 69 | -1.34% | Dec 19, 2008 | CFNTX vs SISEX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 81 | 1.25% | Mar 19, 1997 | CFNTX vs EMSQX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 29 | -0.25% | Dec 3, 1985 | CFNTX vs CAUSX |
Often Compared With CFNTX
What investors most often compare with CFNTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | CFNTX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | CFNTX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | CFNTX vs DCARX |
Compare CFNTX with Any Fund or Stock
Compare CFNTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.