Dupree Mississippi Tax-Free Income Series (DUMSX) Alternatives
Dupree Mississippi Tax-Free Income Series (DUMSX) 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 DUMSX. 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 DUMSX
DUMSX charges 0.70% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among DUMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | DUMSX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | DUMSX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | DUMSX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | DUMSX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | DUMSX vs FMBIX |
Best Risk-Adjusted Alternatives to DUMSX
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 | DUMSX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | DUMSX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | DUMSX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | DUMSX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | DUMSX vs USMTX |
Top Performing DUMSX Alternatives (YTD)
DUMSX 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 | DUMSX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | DUMSX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | DUMSX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | DUMSX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | DUMSX vs NQP |
Lowest Volatility Alternatives to DUMSX
DUMSX 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 | DUMSX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | DUMSX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | DUMSX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | DUMSX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | DUMSX vs BATVX |
Lowest Drawdown Alternatives to DUMSX
DUMSX 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 | DUMSX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | DUMSX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | DUMSX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | DUMSX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | DUMSX vs FHMIX |
Other Mutual Funds from Dupree
Most popular Dupree mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 37 | -1.05% | Dec 30, 1999 | DUMSX vs DUALX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 46 | -0.74% | Nov 14, 1995 | DUMSX vs NTFIX | |
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 29 | 0.30% | Nov 1, 2010 | DUMSX vs DUTMX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 41 | -1.11% | Jul 2, 1979 | DUMSX vs KYTFX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 89 | -0.39% | Jul 13, 1992 | DUMSX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 57 | -0.38% | Dec 14, 1993 | DUMSX vs TNTIX |
Often Compared With DUMSX
What investors most often compare with DUMSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 28 | -0.72% | Jun 24, 2012 | DUMSX vs FXIEX |
Compare DUMSX with Any Fund or Stock
Compare DUMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.