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 296 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 | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DUMSX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DUMSX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DUMSX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | DUMSX vs FMBIX |
Best Risk-Adjusted Alternatives to DUMSX
DUMSX has a PortfoliosLab risk / return rank of 91. There are 24 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 | DUMSX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DUMSX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DUMSX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | DUMSX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DUMSX vs ATOIX |
Top Performing DUMSX Alternatives (YTD)
DUMSX is at 2.07% YTD. There are 69 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | DUMSX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 7.89% | — | Nov 2002 | DUMSX vs NRK | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | DUMSX vs NPV | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | DUMSX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | DUMSX vs MIY |
Lowest Volatility Alternatives to DUMSX
DUMSX has 2.88% 1-year volatility. There are 289 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | DUMSX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DUMSX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DUMSX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DUMSX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | DUMSX vs DFSMX |
Lowest Drawdown Alternatives to DUMSX
DUMSX has a 1-year max drawdown of -2.42%. There are 131 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 | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DUMSX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DUMSX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DUMSX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | DUMSX vs APUSX |
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 | 19 | 0.88% | — | Nov 2010 | DUMSX vs DUTMX | |
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 69 | 1.58% | — | Dec 1999 | DUMSX vs DUALX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 78 | 1.42% | — | Nov 1995 | DUMSX vs NTFIX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 26 | 0.04% | — | Jul 1992 | DUMSX vs DPIGX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 73 | 1.22% | — | Jul 1979 | DUMSX vs KYTFX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 85 | 2.36% | — | Dec 1993 | DUMSX vs TNTIX |
Often Compared With DUMSX
Investors most often compare DUMSX with FXIEX, DMREX, DCARX. These 9 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 | 76 | 1.71% | — | Jun 2012 | DUMSX vs FXIEX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | DUMSX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | DUMSX vs DCARX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | DUMSX vs FGNSX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | DUMSX vs NQP | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 22 | 3.87% | — | Nov 1992 | DUMSX vs MPA | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | DUMSX vs MQY | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | DUMSX vs NUV | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | DUMSX vs MUC |
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