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 105 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | DUTMX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | DUTMX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | DUTMX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | DUTMX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | DUTMX vs QDVBX |
Best Risk-Adjusted Alternatives to DUTMX
DUTMX has a PortfoliosLab risk / return rank of 20. There are 52 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | DUTMX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | DUTMX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | DUTMX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | DUTMX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | DUTMX vs MCDWX |
Top Performing DUTMX Alternatives (YTD)
DUTMX is at -0.25% YTD. There are 19 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | DUTMX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | DUTMX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | DUTMX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | DUTMX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | DUTMX vs FEDUX |
Lowest Volatility Alternatives to DUTMX
DUTMX has 5.26% 1-year volatility. There are 106 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | DUTMX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | DUTMX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | DUTMX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | DUTMX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | DUTMX vs DFXIX |
Lowest Drawdown Alternatives to DUTMX
DUTMX has a 1-year max drawdown of -4.05%. There are 106 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 | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | DUTMX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | DUTMX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | DUTMX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | DUTMX vs BIMIX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 82 | 0.42% | — | Dec 1999 | DUTMX vs DUALX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 85 | 0.51% | — | Nov 1995 | DUTMX vs NTFIX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 95 | 1.42% | — | Dec 1999 | DUTMX vs DUMSX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 81 | 0.21% | — | Jul 1979 | DUTMX vs KYTFX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 36 | -0.22% | — | Jul 1992 | DUTMX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 91 | 1.19% | — | Dec 1993 | DUTMX vs TNTIX |
Often Compared With DUTMX
Investors most often compare DUTMX with APBDX, ETIRX, TFIAX. These 20 comparison targets span 1 categories, 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.
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