Delaware Tax-Free Minnesota Fund (DEFFX) Alternatives
Delaware Tax-Free Minnesota Fund (DEFFX) 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 DEFFX. 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 DEFFX
DEFFX charges 0.85% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among DEFFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | DEFFX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | DEFFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | DEFFX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | DEFFX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | DEFFX vs FMBIX |
Best Risk-Adjusted Alternatives to DEFFX
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 | DEFFX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | DEFFX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | DEFFX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | DEFFX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | DEFFX vs USMTX |
Top Performing DEFFX Alternatives (YTD)
DEFFX 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 | DEFFX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | DEFFX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | DEFFX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | DEFFX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | DEFFX vs NQP |
Lowest Volatility Alternatives to DEFFX
DEFFX 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 | DEFFX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | DEFFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | DEFFX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | DEFFX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | DEFFX vs BATVX |
Lowest Drawdown Alternatives to DEFFX
DEFFX 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 | DEFFX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | DEFFX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | DEFFX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | DEFFX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | DEFFX vs FHMIX |
Other Mutual Funds from Delaware Funds by Macquarie
Most popular Delaware Funds by Macquarie mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Healthcare Fund | Health & Biotech Equities | 31 | -5.80% | Sep 27, 2007 | DEFFX vs DLHIX | |
| Delaware Floating Rate Fund | Bank Loan | 94 | -0.86% | Feb 25, 2010 | DEFFX vs DDFLX | |
| Delaware Ivy Balanced Fund | Diversified Portfolio | 30 | -5.40% | Nov 15, 1987 | DEFFX vs IBNAX | |
| Delaware Ivy Systematic Emerging Markets Equity Fu... | Emerging Markets Diversified | 76 | 2.17% | Oct 24, 1993 | DEFFX vs IPOAX | |
| Delaware Ivy Global Growth Fund | Global Equities | 22 | -7.19% | Apr 29, 1986 | DEFFX vs IVINX | |
| Delaware Extended Duration Bond Fund | Long-Term Bond | 15 | -1.82% | Sep 14, 1998 | DEFFX vs DEEIX | |
| Delaware Minnesota High-Yield Municipal Bond Fund | Municipal Bonds | 23 | -0.91% | Jun 3, 1996 | DEFFX vs DVMHX | |
| Delaware Strategic Income Fund | Multisector Bonds | 84 | -2.06% | Aug 15, 1985 | DEFFX vs DEGGX |
Often Compared With DEFFX
What investors most often compare with DEFFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | DEFFX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | DEFFX vs DMREX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | DEFFX vs FGNSX |
Compare DEFFX with Any Fund or Stock
Compare DEFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.