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 a closer substitute for your current allocation.
Cheapest Alternatives to DUMSX
DUMSX charges 0.70% annually. There are 294 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 | DUMSX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DUMSX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DUMSX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DUMSX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DUMSX vs FSMUX |
Best Risk-Adjusted Alternatives to DUMSX
DUMSX has a PortfoliosLab risk / return rank of 96. There are 17 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 Municipal Bond Portfolio | 100 | — | Aug 2002 | DUMSX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | DUMSX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DUMSX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | DUMSX vs FHMIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DUMSX vs DFCMX |
Top Performing DUMSX Alternatives (YTD)
DUMSX is at 3.00% YTD. There are 19 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.68% | — | Nov 2002 | DUMSX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.10% | — | Apr 1998 | DUMSX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 8.97% | — | Oct 1992 | DUMSX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.95% | — | Nov 2001 | DUMSX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.75% | — | Feb 1998 | DUMSX vs MUC |
Lowest Volatility Alternatives to DUMSX
DUMSX has 2.92% 1-year volatility. There are 315 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 Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | DUMSX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | DUMSX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | DUMSX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | DUMSX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DUMSX vs USMTX |
Lowest Drawdown Alternatives to DUMSX
DUMSX has a 1-year max drawdown of -2.42%. There are 130 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 | DUMSX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DUMSX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DUMSX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DUMSX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | DUMSX vs DFABX |
Other Mutual Funds from Dupree
The 6 most viewed Dupree mutual funds shown here include DUTMX, DUALX, NTFIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 23 | 0.71% | — | Nov 2010 | DUMSX vs DUTMX | |
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 86 | 2.29% | — | Dec 1999 | DUMSX vs DUALX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 91 | 2.11% | — | Nov 1995 | DUMSX vs NTFIX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 86 | 1.75% | — | Jul 1979 | DUMSX vs KYTFX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 33 | 0.10% | — | Jul 1992 | DUMSX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 94 | 3.23% | — | Dec 1993 | DUMSX vs TNTIX |
Often Compared With DUMSX
Investors most often compare DUMSX with FXIEX, APUSX, DMREX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 92 | 2.11% | — | Jun 2012 | DUMSX vs FXIEX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 18 | 1.00% | — | Dec 2017 | DUMSX vs APUSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 92 | 2.06% | — | Nov 2014 | DUMSX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 90 | 1.85% | — | Oct 2017 | DUMSX vs DCARX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 33 | 6.07% | — | Jul 1992 | DUMSX vs MQY | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 21 | 4.84% | — | Mar 1993 | DUMSX vs NPV | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.92% | — | Dec 2017 | DUMSX vs FGNSX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 48 | 5.22% | — | Nov 1992 | DUMSX vs MPA | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 65 | 3.88% | — | Apr 1987 | DUMSX vs NUV | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | DUMSX vs DNYMX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 72 | 6.52% | — | Mar 1998 | DUMSX vs MUJ |
Compare DUMSX with Any Fund or Stock
Compare DUMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DUMSX with funds that move differently
Dupree Mississippi Tax-Free Income Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DUMSX.
Explore DUMSX Diversifiers