First Eagle Short Duration High Yield Municipal Fund Class A (FDUAX) Alternatives
First Eagle Short Duration High Yield Municipal Fund Class A (FDUAX) belongs to the High Yield Muni category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FDUAX. 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 FDUAX
FDUAX charges 0.87% annually. Among mutual funds in the High Yield Muni category, these options have the lowest expense ratios among FDUAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares Series E Portfo... | 0.11% | Aug 3, 2014 | FDUAX vs BATEX | |
| Eaton Vance High Yield Municipal Income Fund Class... | 0.18% | May 9, 2007 | FDUAX vs EWHYX | |
| American High-Income Municipal Bond Fund Class F-3 | 0.31% | Jan 27, 2017 | FDUAX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | 0.42% | Aug 1, 2008 | FDUAX vs AHMFX | |
| Lord Abbett Short Duration High Income Municipal B... | 0.50% | Jun 14, 2015 | FDUAX vs SDHIX |
Best Risk-Adjusted Alternatives to FDUAX
Among mutual funds in the High Yield Muni 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 | |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | 83 | Jun 10, 2018 | FDUAX vs TMNIX | |
| Lord Abbett Short Duration High Income Municipal B... | 70 | Jun 14, 2015 | FDUAX vs SDHIX | |
| T. Rowe Price Tax Free High Yield Fund | 65 | Feb 28, 1985 | FDUAX vs PRFHX | |
| Invesco Short Duration High Yield Municipal Fund | 54 | Sep 29, 2015 | FDUAX vs ISHYX | |
| AB Municipal Income Shares | 43 | Aug 31, 2010 | FDUAX vs MISHX |
Top Performing FDUAX Alternatives (YTD)
FDUAX alternatives from the High Yield Muni category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal High Income Opportunity Fund | 3.79% | Nov 19, 2003 | FDUAX vs NMZ | |
| T. Rowe Price Tax Free High Yield Fund | 0.17% | Feb 28, 1985 | FDUAX vs PRFHX | |
| Invesco Short Duration High Yield Municipal Fund | 0.13% | Sep 29, 2015 | FDUAX vs ISHYX | |
| Redwood Managed Municipal Income Fund | 0.01% | Mar 8, 2017 | FDUAX vs RWMIX | |
| Eaton Vance High Yield Municipal Income Fund Class... | 0.00% | May 9, 2007 | FDUAX vs EWHYX |
Lowest Volatility Alternatives to FDUAX
FDUAX alternatives from the High Yield Muni category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | 2.35% | Jun 10, 2018 | FDUAX vs TMNIX | |
| Lord Abbett Short Duration High Income Municipal B... | 3.46% | Jun 14, 2015 | FDUAX vs SDHIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | 3.77% | Jan 31, 2013 | FDUAX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | 3.83% | Sep 29, 2015 | FDUAX vs ISHYX | |
| Redwood Managed Municipal Income Fund | 3.89% | Mar 8, 2017 | FDUAX vs RWMIX |
Lowest Drawdown Alternatives to FDUAX
FDUAX alternatives from the High Yield Muni category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | -2.21% | Jun 10, 2018 | FDUAX vs TMNIX | |
| Lord Abbett Short Duration High Income Municipal B... | -3.22% | Jun 14, 2015 | FDUAX vs SDHIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | -3.63% | Jan 31, 2013 | FDUAX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | -3.79% | Sep 29, 2015 | FDUAX vs ISHYX | |
| abrdn Short Duration High Yield Municipal Fund | -3.81% | May 30, 2013 | FDUAX vs AHYMX |
Other Mutual Funds from First Eagle
Most popular First Eagle mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Equities | 86 | -0.43% | — | FDUAX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 85 | -0.50% | Jan 1, 1979 | FDUAX vs SGENX | |
| First Eagle Gold Fund | Precious Metals | 90 | 2.57% | Aug 30, 1993 | FDUAX vs SGGDX | |
| First Eagle Gold Fund Class I | Precious Metals, Commodities | 90 | 2.63% | Aug 31, 1993 | FDUAX vs FEGIX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 89 | 1.44% | — | FDUAX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 89 | 1.35% | Aug 31, 1993 | FDUAX vs SGOVX | |
| First Eagle Global Income Builder Fund | Global Allocation | 93 | 2.85% | Apr 30, 2012 | FDUAX vs FEBIX | |
| First Eagle High Income Fund | High Yield Bonds | 3 | -0.97% | Nov 19, 2007 | FDUAX vs FEHIX | |
| First Eagle U.S. Value Fund | Diversified Portfolio | 77 | -0.55% | Sep 3, 2001 | FDUAX vs FEVIX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 71 | 3.36% | Apr 26, 2021 | FDUAX vs FESCX |
Compare FDUAX with Any Fund or Stock
Compare FDUAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.