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 a closer substitute for your current allocation.
Cheapest Alternatives to FDUAX
FDUAX charges 0.87% annually. There are 37 mutual funds in the High Yield Muni category with lower expense ratios, going as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares Series E Portfo... | 0.11% | — | Aug 2014 | FDUAX vs BATEX | |
| Eaton Vance High Yield Municipal Income Fund Class... | 0.18% | — | May 2007 | FDUAX vs EWHYX | |
| American High-Income Municipal Bond Fund Class F-3 | 0.31% | — | Jan 2017 | FDUAX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | 0.42% | — | Aug 2008 | FDUAX vs AHMFX | |
| Lord Abbett Short Duration High Income Municipal B... | 0.50% | — | Jun 2015 | FDUAX vs SDHIX |
Best Risk-Adjusted Alternatives to FDUAX
FDUAX has a PortfoliosLab risk / return rank of 10. There are 48 mutual funds in the High Yield Muni category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Tax Free High Yield Fund | 91 | — | Feb 1985 | FDUAX vs PRFHX | |
| Invesco Short Duration High Yield Municipal Fund | 88 | — | Sep 2015 | FDUAX vs ISHYX | |
| Federated Hermes Municipal High Yield Advtg Fd | 86 | — | Apr 1987 | FDUAX vs FHTFX | |
| Columbia High Yield Municipal Fund | 79 | — | Mar 1984 | FDUAX vs SRHMX | |
| American High-Income Municipal Bond Fund Class F-3 | 79 | — | Jan 2017 | FDUAX vs HIMFX |
Top Performing FDUAX Alternatives (YTD)
FDUAX is at 1.83% YTD. There are 42 mutual funds in the High Yield Muni category with higher YTD returns, going as high as 3.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance High Yield Municipal Income Fund Class... | 3.35% | — | May 2007 | FDUAX vs EWHYX | |
| Nuveen Municipal High Income Opportunity Fund | 3.29% | — | Nov 2003 | FDUAX vs NMZ | |
| Nuveen High Yield Municipal Bond Fund Class R6 | 3.20% | — | Jun 2016 | FDUAX vs NHMFX | |
| Nuveen High Yield Municipal Bond Fund | 3.18% | — | Jun 1999 | FDUAX vs NHMRX | |
| Nuveen High Yield Municipal Bond Fund Class A | 3.09% | — | Jun 1999 | FDUAX vs NHMAX |
Lowest Volatility Alternatives to FDUAX
FDUAX has 3.19% 1-year volatility. There are 15 mutual funds in the High Yield Muni category with lower 1-year volatility, going as low as 1.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Managed Municipal Income Fund | 1.97% | — | Mar 2017 | FDUAX vs RWMIX | |
| Lord Abbett Short Duration High Income Municipal B... | 2.07% | — | Jun 2015 | FDUAX vs SDHIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | 2.25% | — | Jan 2013 | FDUAX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | 2.31% | — | Sep 2015 | FDUAX vs ISHYX | |
| Counterpoint Tactical Municipal Fund | 2.53% | — | Jun 2018 | FDUAX vs TMNIX |
Lowest Drawdown Alternatives to FDUAX
FDUAX has a 1-year max drawdown of -3.43%. There are 42 mutual funds in the High Yield Muni category with shallower 1-year drawdowns, going as shallow as -1.80%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Short Duration High Yield Municipal Bond Fu... | -1.80% | — | Jan 2013 | FDUAX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | -1.89% | — | Sep 2015 | FDUAX vs ISHYX | |
| abrdn Short Duration High Yield Municipal Fund | -1.98% | — | May 2013 | FDUAX vs AHYMX | |
| Lord Abbett Short Duration High Income Municipal B... | -2.08% | — | Jun 2015 | FDUAX vs SDHIX | |
| Counterpoint Tactical Municipal Fund | -2.26% | — | Jun 2018 | FDUAX vs TMNIX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGIIX, SGENX, SGGDX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Equities | 61 | 8.67% | — | — | FDUAX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 60 | 8.55% | — | Jan 1979 | FDUAX vs SGENX | |
| First Eagle Gold Fund | Precious Metals | 27 | 3.99% | — | Aug 1993 | FDUAX vs SGGDX | |
| First Eagle Gold Fund Class I | Precious Metals, Commodities | 27 | 4.10% | — | Aug 1993 | FDUAX vs FEGIX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 57 | 10.73% | — | — | FDUAX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 56 | 10.63% | — | Aug 1993 | FDUAX vs SGOVX | |
| First Eagle Global Income Builder Fund | Global Allocation | 67 | 9.36% | — | Apr 2012 | FDUAX vs FEBIX | |
| First Eagle High Income Fund | High Yield Bonds | 10 | 2.64% | — | Nov 2007 | FDUAX vs FEHIX | |
| First Eagle Global Fund Class C | Global Allocation | 55 | 8.22% | — | Jan 1979 | FDUAX vs FESGX | |
| First Eagle Fund of America | Large Cap Blend Equities | 78 | 10.83% | — | Mar 1998 | FDUAX vs FEAMX |
Often Compared With FDUAX
Investors most often compare FDUAX with FEVIX, FESCX, PHMIX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle U.S. Value Fund | Diversified Portfolio | 49 | 4.96% | — | Sep 2001 | FDUAX vs FEVIX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 83 | 25.67% | — | Apr 2021 | FDUAX vs FESCX | |
| PIMCO High Yield Municipal Bond Fund | High Yield Muni | 61 | 2.42% | — | Jul 2006 | FDUAX vs PHMIX | |
| AB Municipal Income Shares | High Yield Muni | 69 | 2.13% | — | Aug 2010 | FDUAX vs MISHX | |
| BNY Mellon High Yield Municipal Bond Fund | High Yield Muni | 62 | 3.03% | — | Sep 2005 | FDUAX vs DHMBX | |
| Russell Investments Tax-Exempt High Yield Bond Fun... | High Yield Muni | 60 | 2.46% | — | May 2015 | FDUAX vs RTHAX | |
| Neuberger Berman Municipal High Income Fund | High Yield Muni | 49 | 0.48% | — | Jun 2015 | FDUAX vs NMHIX | |
| American High-Income Municipal Bond Fund | High Yield Muni | 76 | 2.23% | — | Sep 1994 | FDUAX vs AMHIX | |
| Eaton Vance High Yield Municipal Income Fund | High Yield Muni | 74 | 2.92% | — | Aug 1995 | FDUAX vs ETHYX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | FDUAX vs THYIX |
Compare FDUAX with Any Fund or Stock
Compare FDUAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDUAX with funds that move differently
First Eagle Short Duration High Yield Municipal Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDUAX.
Explore FDUAX Diversifiers