Dupree Taxable Municipal Bond Fund (DUTMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DUTMX
DUTMX charges 1.00% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among DUTMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | DUTMX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | DUTMX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | DUTMX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | DUTMX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | DUTMX vs WFBIX |
Best Risk-Adjusted Alternatives to DUTMX
Among mutual funds in the Intermediate Core Bond 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | DUTMX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | DUTMX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | DUTMX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | DUTMX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | DUTMX vs DFXIX |
Top Performing DUTMX Alternatives (YTD)
DUTMX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | DUTMX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | DUTMX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | DUTMX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | DUTMX vs TCPYX | |
| Diamond Hill Core Bond Fund | 0.05% | Jul 5, 2016 | DUTMX vs DHRAX |
Lowest Volatility Alternatives to DUTMX
DUTMX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | DUTMX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | DUTMX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | DUTMX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | DUTMX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | DUTMX vs JIBEX |
Lowest Drawdown Alternatives to DUTMX
DUTMX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | DUTMX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | DUTMX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | DUTMX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | DUTMX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | DUTMX vs JIBEX |
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 | DUTMX vs DUALX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 46 | -0.74% | Nov 14, 1995 | DUTMX vs NTFIX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 67 | -0.48% | Dec 30, 1999 | DUTMX vs DUMSX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 41 | -1.11% | Jul 2, 1979 | DUTMX vs KYTFX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 89 | -0.39% | Jul 13, 1992 | DUTMX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 57 | -0.38% | Dec 14, 1993 | DUTMX vs TNTIX |
Often Compared With DUTMX
What investors most often compare with DUTMX, based on PortfoliosLab usage data.
Compare DUTMX with Any Fund or Stock
Compare DUTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.