Franklin Templeton SMACS: Series CH (FQCHX) 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 FQCHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FQCHX
FQCHX charges 0.00% annually. No mutual funds in the High Yield Muni category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares Series E Portfo... | 0.11% | — | Aug 2014 | FQCHX vs BATEX | |
| Eaton Vance High Yield Municipal Income Fund Class... | 0.18% | — | May 2007 | FQCHX vs EWHYX | |
| American High-Income Municipal Bond Fund Class F-3 | 0.31% | — | Jan 2017 | FQCHX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | 0.42% | — | Aug 2008 | FQCHX vs AHMFX | |
| Lord Abbett Short Duration High Income Municipal B... | 0.50% | — | Jun 2015 | FQCHX vs SDHIX |
Best Risk-Adjusted Alternatives to FQCHX
FQCHX has a PortfoliosLab risk / return rank of 68. There are 18 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 | FQCHX vs PRFHX | |
| Invesco Short Duration High Yield Municipal Fund | 88 | — | Sep 2015 | FQCHX vs ISHYX | |
| Federated Hermes Municipal High Yield Advtg Fd | 86 | — | Apr 1987 | FQCHX vs FHTFX | |
| Columbia High Yield Municipal Fund | 79 | — | Mar 1984 | FQCHX vs SRHMX | |
| American High-Income Municipal Bond Fund Class F-3 | 79 | — | Jan 2017 | FQCHX vs HIMFX |
Top Performing FQCHX Alternatives (YTD)
FQCHX is at 2.42% YTD. There are 24 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 | FQCHX vs EWHYX | |
| Nuveen Municipal High Income Opportunity Fund | 3.29% | — | Nov 2003 | FQCHX vs NMZ | |
| Nuveen High Yield Municipal Bond Fund Class R6 | 3.20% | — | Jun 2016 | FQCHX vs NHMFX | |
| Nuveen High Yield Municipal Bond Fund | 3.18% | — | Jun 1999 | FQCHX vs NHMRX | |
| Nuveen High Yield Municipal Bond Fund Class A | 3.09% | — | Jun 1999 | FQCHX vs NHMAX |
Lowest Volatility Alternatives to FQCHX
FQCHX has 3.47% 1-year volatility. There are 26 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 | FQCHX vs RWMIX | |
| Lord Abbett Short Duration High Income Municipal B... | 2.07% | — | Jun 2015 | FQCHX vs SDHIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | 2.25% | — | Jan 2013 | FQCHX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | 2.31% | — | Sep 2015 | FQCHX vs ISHYX | |
| Counterpoint Tactical Municipal Fund | 2.53% | — | Jun 2018 | FQCHX vs TMNIX |
Lowest Drawdown Alternatives to FQCHX
FQCHX has a 1-year max drawdown of -2.64%. There are 8 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 | FQCHX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | -1.89% | — | Sep 2015 | FQCHX vs ISHYX | |
| abrdn Short Duration High Yield Municipal Fund | -1.98% | — | May 2013 | FQCHX vs AHYMX | |
| Lord Abbett Short Duration High Income Municipal B... | -2.08% | — | Jun 2015 | FQCHX vs SDHIX | |
| Counterpoint Tactical Municipal Fund | -2.26% | — | Jun 2018 | FQCHX vs TMNIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | FQCHX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | FQCHX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | FQCHX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | FQCHX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | FQCHX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | FQCHX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | FQCHX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | FQCHX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | FQCHX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | FQCHX vs SHAPX |
Often Compared With FQCHX
Investors most often compare FQCHX with ^SP500TR, MISHX, NMHIX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| S&P 500 Total Return | 79 | 10.89% | — | — | FQCHX vs ^SP500TR | ||
| AB Municipal Income Shares | High Yield Muni | 69 | 2.13% | — | Aug 2010 | FQCHX vs MISHX | |
| Neuberger Berman Municipal High Income Fund | High Yield Muni | 49 | 0.48% | — | Jun 2015 | FQCHX vs NMHIX | |
| Russell Investments Tax-Exempt High Yield Bond Fun... | High Yield Muni | 60 | 2.46% | — | May 2015 | FQCHX vs RTHAX | |
| BNY Mellon High Yield Municipal Bond Fund | High Yield Muni | 62 | 3.03% | — | Sep 2005 | FQCHX vs DHMBX | |
| Franklin Utilities Fund | Utilities Equities | 14 | 5.84% | — | Sep 1948 | FQCHX vs FKUTX | |
| American High-Income Municipal Bond Fund | High Yield Muni | 76 | 2.23% | — | Sep 1994 | FQCHX vs AMHIX |
Compare FQCHX with Any Fund or Stock
Compare FQCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FQCHX with funds that move differently
Franklin Templeton SMACS: Series CH alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FQCHX.
Explore FQCHX Diversifiers