DUTMX Alternatives & Similar Mutual Funds

Dupree Taxable Municipal Bond Fund (DUTMX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DUTMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DUTMX

DUTMX charges 1.00% annually. There are 103 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	DUTMX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	DUTMX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	DUTMX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	DUTMX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	DUTMX vs WFBIX

Best Risk-Adjusted Alternatives to DUTMX

DUTMX has a PortfoliosLab risk / return rank of 21. There are 51 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 64.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	64	—	Mar 2006	DUTMX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	54	—	Aug 1995	DUTMX vs PCGTX
STWTX	Hartford Schroders Tax-Aware Bond Fund	53	—	Oct 2011	DUTMX vs STWTX
MCDWX	Manning & Napier Credit Series	44	—	Apr 2020	DUTMX vs MCDWX
DFXIX	DFA Diversified Fixed Income Portfolio	39	—	Aug 2016	DUTMX vs DFXIX

Top Performing DUTMX Alternatives (YTD)

DUTMX is at 1.56% YTD. There is 1 mutual fund in the Intermediate Core Bond category with a higher YTD return, going as high as 3.21%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	3.21%	—	Aug 1995	DUTMX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.49%	—	Mar 2006	DUTMX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.28%	—	Oct 2011	DUTMX vs STWTX
MCBDX	MassMutual Core Bond Fund	0.96%	—	Sep 1994	DUTMX vs MCBDX
DFXIX	DFA Diversified Fixed Income Portfolio	0.94%	—	Aug 2016	DUTMX vs DFXIX

Lowest Volatility Alternatives to DUTMX

DUTMX has 5.53% 1-year volatility. There are 105 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	DUTMX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.50%	—	Sep 2000	DUTMX vs BIMSX
FEDUX	Fidelity Education Income Fund	2.50%	—	Mar 2021	DUTMX vs FEDUX
DFXIX	DFA Diversified Fixed Income Portfolio	2.59%	—	Aug 2016	DUTMX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.74%	—	Aug 2000	DUTMX vs JIBEX

Lowest Drawdown Alternatives to DUTMX

DUTMX has a 1-year max drawdown of -4.05%. There are 105 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	DUTMX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	DUTMX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	DUTMX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	DUTMX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	DUTMX vs FTHRX

Other Mutual Funds from Dupree

The 6 most viewed Dupree mutual funds shown here include DUALX, NTFIX, DUMSX and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DUALX	Dupree Alabama Tax Free Income Series Fund	Municipal Bonds	76	1.85%	—	Dec 1999	DUTMX vs DUALX
NTFIX	Dupree North Carolina Tax-Free Income Series	Municipal Bonds	83	1.61%	—	Nov 1995	DUTMX vs NTFIX
DUMSX	Dupree Mississippi Tax-Free Income Series	Municipal Bonds	94	2.45%	—	Dec 1999	DUTMX vs DUMSX
KYTFX	Dupree Kentucky Tax Free Income Series Fund	Municipal Bonds	77	1.36%	—	Jul 1979	DUTMX vs KYTFX
DPIGX	Dupree Intermediate Government Bond Series	Government Bonds	23	-0.18%	—	Jul 1992	DUTMX vs DPIGX
TNTIX	Dupree Tennessee Tax Free Income Series Fund	Municipal Bonds	90	2.92%	—	Dec 1993	DUTMX vs TNTIX

Often Compared With DUTMX

Investors most often compare DUTMX with ETIRX, APBDX, TFIAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETIRX	Eventide Core Bond Fund	Intermediate Core Bond	29	0.58%	—	Jul 2020	DUTMX vs ETIRX
APBDX	Cavanal Hill Bond Fund	Intermediate Core Bond	20	0.41%	—	Sep 1990	DUTMX vs APBDX
TFIAX	Timothy Plan Fixed Income Fund	Intermediate Core Bond	20	0.41%	—	Jul 1999	DUTMX vs TFIAX
MPBFX	BNY Mellon Bond Fund	Intermediate Core Bond	20	0.30%	—	Oct 2000	DUTMX vs MPBFX
PYTRX	Putnam Fixed Income Absolute Return Fund	Intermediate Core Bond	20	0.34%	—	Dec 2008	DUTMX vs PYTRX
CFBNX	Commerce Bond Fund	Intermediate Core Bond	22	0.41%	—	Dec 1994	DUTMX vs CFBNX
CMPIX	Principal Core Fixed Income	Intermediate Core Bond	17	0.15%	—	Dec 1975	DUTMX vs CMPIX
KCCIX	Knights of Columbus Core Bond Fund	Intermediate Core Bond	26	0.78%	—	Feb 2015	DUTMX vs KCCIX
DSFIX	DFA Social Fixed Income Portfolio	Intermediate Core Bond	23	0.87%	—	Apr 2016	DUTMX vs DSFIX
PMBIX	PIMCO Total Return II Fund	Intermediate Core Bond	19	0.06%	—	Dec 1991	DUTMX vs PMBIX
BCRIX	BlackRock Advantage CoreAlpha Bond Fund	Intermediate Core Bond	23	0.28%	—	Feb 2011	DUTMX vs BCRIX
MXBIX	Great-West Bond Index Fund	Intermediate Core Bond	20	0.38%	—	Dec 1992	DUTMX vs MXBIX
SBI	Western Asset Intermediate Muni Fund Inc.	Intermediate Core Bond	51	5.27%	—	—	DUTMX vs SBI
TGCFX	TCW Core Fixed Income Fund	Intermediate Core Bond	18	0.25%	—	Feb 1993	DUTMX vs TGCFX
STGIX	Virtus Seix Core Bond Fund	Intermediate Core Bond	16	0.04%	—	Jun 1992	DUTMX vs STGIX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	21	-0.01%	—	Mar 1998	DUTMX vs OWFIX
MBOAX	Madison Core Bond Fund	Intermediate Core Bond	21	0.34%	—	Dec 1997	DUTMX vs MBOAX
TAIBX	PGIM Core Bond Fund	Intermediate Core Bond	21	0.47%	—	Jan 1993	DUTMX vs TAIBX
PQCNX	PGIM Core Conservative Bond Fund	Intermediate Core Bond	21	0.48%	—	Nov 2016	DUTMX vs PQCNX
BFFAX	American Funds The Bond Fund of America Class F-3	Intermediate Core Bond	20	0.15%	—	May 1974	DUTMX vs BFFAX

Compare DUTMX with Any Fund or Stock

Compare DUTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair DUTMX with funds that move differently

Dupree Taxable Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DUTMX.

Explore DUTMX Diversifiers

Dupree Taxable Municipal Bond Fund (DUTMX) Alternatives