Nuveen Pennsylvania Municipal Bond Fund (FPNTX) 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 FPNTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FPNTX
FPNTX charges 0.76% annually. There are 350 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | FPNTX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | FPNTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | FPNTX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FPNTX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | FPNTX vs FSMUX |
Best Risk-Adjusted Alternatives to FPNTX
FPNTX has a PortfoliosLab risk / return rank of 74. There are 308 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | FPNTX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | FPNTX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | FPNTX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | FPNTX vs FHMIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | FPNTX vs DFCMX |
Top Performing FPNTX Alternatives (YTD)
FPNTX is at 1.52% YTD. There are 259 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.68% | — | Nov 2002 | FPNTX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.10% | — | Apr 1998 | FPNTX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 8.97% | — | Oct 1992 | FPNTX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.95% | — | Nov 2001 | FPNTX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.75% | — | Feb 1998 | FPNTX vs MUC |
Lowest Volatility Alternatives to FPNTX
FPNTX has 3.24% 1-year volatility. There are 397 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | FPNTX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | FPNTX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | FPNTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | FPNTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FPNTX vs USMTX |
Lowest Drawdown Alternatives to FPNTX
FPNTX has a 1-year max drawdown of -3.45%. There are 435 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | FPNTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | FPNTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | FPNTX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | FPNTX vs FHMIX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | FPNTX vs DFABX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.
Often Compared With FPNTX
Investors most often compare FPNTX with VPAIX, FASEX, APUSX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FPNTX with Any Fund or Stock
Compare FPNTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FPNTX with funds that move differently
Nuveen Pennsylvania Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FPNTX.
Explore FPNTX Diversifiers