Eaton Vance National Ultra-Short Municipal Income Fund (EXFLX) Alternatives
Eaton Vance National Ultra-Short Municipal Income Fund (EXFLX) 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 EXFLX. 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 EXFLX
EXFLX charges 0.50% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among EXFLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | EXFLX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | EXFLX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | EXFLX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | EXFLX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | EXFLX vs FMBIX |
Best Risk-Adjusted Alternatives to EXFLX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | EXFLX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | EXFLX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | EXFLX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | EXFLX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | EXFLX vs USMTX |
Top Performing EXFLX Alternatives (YTD)
EXFLX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | EXFLX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | EXFLX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | EXFLX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | EXFLX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | EXFLX vs NQP |
Lowest Volatility Alternatives to EXFLX
EXFLX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | EXFLX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | EXFLX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | EXFLX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | EXFLX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | EXFLX vs BATVX |
Lowest Drawdown Alternatives to EXFLX
EXFLX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | EXFLX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | EXFLX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | EXFLX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | EXFLX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | EXFLX vs FHMIX |
Other Mutual Funds from Eaton Vance
Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.
Often Compared With EXFLX
What investors most often compare with EXFLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Municipal Income ETF | Ultrashort Bond | 98 | 0.50% | Oct 16, 2018 | EXFLX vs JMST | |
| Blackrock 2037 Municipal Target Term Trust | Municipal Bonds | 27 | 0.14% | Oct 28, 2022 | EXFLX vs BMN | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | EXFLX vs DMREX | |
| Fidelity Conservative Income Municipal Bond Fund I... | Municipal Bonds | 99 | 0.30% | Oct 15, 2013 | EXFLX vs FMNDX | |
| Eaton Vance Tax Managed Diversified Equity Income ... | Large Cap Growth Equities | 12 | -8.28% | Nov 27, 2006 | EXFLX vs ETY | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 28 | -0.72% | Jun 24, 2012 | EXFLX vs FXIEX |
Compare EXFLX with Any Fund or Stock
Compare EXFLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.