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 352 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 | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | FPNTX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | FPNTX vs FMBIX |
Best Risk-Adjusted Alternatives to FPNTX
FPNTX has a PortfoliosLab risk / return rank of 65. There are 335 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 Selective State Municipal Bond Port... | 100 | — | Apr 2022 | FPNTX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | FPNTX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | FPNTX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | FPNTX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | FPNTX vs ATOIX |
Top Performing FPNTX Alternatives (YTD)
FPNTX is at 1.63% YTD. There are 205 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | FPNTX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | FPNTX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | FPNTX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | FPNTX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | FPNTX vs MIY |
Lowest Volatility Alternatives to FPNTX
FPNTX has 3.31% 1-year volatility. There are 408 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | FPNTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | FPNTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FPNTX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FPNTX vs USMSX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | FPNTX vs DFSMX |
Lowest Drawdown Alternatives to FPNTX
FPNTX has a 1-year max drawdown of -3.45%. There are 442 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 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | FPNTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | FPNTX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | FPNTX vs TFCYX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | FPNTX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | FPNTX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | FPNTX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | FPNTX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | FPNTX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | FPNTX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | FPNTX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | FPNTX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | FPNTX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | FPNTX vs NELIX |
Often Compared With FPNTX
Investors most often compare FPNTX with VPAIX, BMN, NQP. These 12 comparison targets span 2 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