DFA Intermediate-Term Municipal Bond Portfolio (DFTIX) 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 DFTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFTIX
DFTIX charges 0.20% annually. There are 36 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 | DFTIX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DFTIX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DFTIX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DFTIX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DFTIX vs FSMUX |
Best Risk-Adjusted Alternatives to DFTIX
DFTIX has a PortfoliosLab risk / return rank of 80. There are 217 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 | DFTIX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | DFTIX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | DFTIX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | DFTIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | DFTIX vs TFCYX |
Top Performing DFTIX Alternatives (YTD)
DFTIX is at 1.33% YTD. There are 311 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.89% | — | Nov 2002 | DFTIX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.46% | — | Apr 1998 | DFTIX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 9.15% | — | Oct 1992 | DFTIX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.14% | — | Nov 2001 | DFTIX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 7.14% | — | Feb 1998 | DFTIX vs MUC |
Lowest Volatility Alternatives to DFTIX
DFTIX has 1.64% 1-year volatility. There are 63 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 Municipal Bond Portfolio | 0.55% | — | Aug 2002 | DFTIX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | DFTIX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | DFTIX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | DFTIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DFTIX vs USMTX |
Lowest Drawdown Alternatives to DFTIX
DFTIX has a 1-year max drawdown of -1.85%. There are 67 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 | DFTIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DFTIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DFTIX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DFTIX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | DFTIX vs DFSMX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $42B.
Often Compared With DFTIX
Investors most often compare DFTIX with FMB, VNQI, VWIUX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DFTIX with Any Fund or Stock
Compare DFTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFTIX with funds that move differently
DFA Intermediate-Term Municipal Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFTIX.
Explore DFTIX Diversifiers