Delaware Tax-Free Oregon Fund (FTORX) 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 FTORX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTORX
FTORX charges 0.90% annually. There are 428 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 | FTORX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FTORX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | FTORX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | FTORX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | FTORX vs FSMUX |
Best Risk-Adjusted Alternatives to FTORX
FTORX has a PortfoliosLab risk / return rank of 79. There are 197 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 | FTORX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | FTORX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | FTORX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | FTORX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | FTORX vs TFCYX |
Top Performing FTORX Alternatives (YTD)
FTORX is at 2.82% YTD. There are 34 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.37% | — | Apr 1998 | FTORX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.00% | — | Nov 2002 | FTORX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 7.79% | — | Oct 1992 | FTORX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.86% | — | Nov 2001 | FTORX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.82% | — | Feb 1998 | FTORX vs MUC |
Lowest Volatility Alternatives to FTORX
FTORX has 3.65% 1-year volatility. There are 441 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 Municipal Bond Portfolio | 0.55% | — | Aug 2002 | FTORX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | FTORX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | FTORX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FTORX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FTORX vs USMSX |
Lowest Drawdown Alternatives to FTORX
FTORX has a 1-year max drawdown of -3.24%. There are 407 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 | FTORX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | FTORX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | FTORX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | FTORX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | FTORX vs DFSMX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 96 | 106.28% | — | Jun 1996 | FTORX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 19.20% | — | Oct 1993 | FTORX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.71% | — | Jun 2000 | FTORX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | 0.52% | — | Jun 2000 | FTORX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 53 | 18.91% | — | Jun 1987 | FTORX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 52 | 19.04% | — | Dec 1998 | FTORX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 22 | 6.59% | — | Aug 2003 | FTORX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 62 | 2.84% | — | Jan 1984 | FTORX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 34 | 7.37% | — | Sep 1998 | FTORX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 46 | 2.75% | — | Sep 1986 | FTORX vs CXHYX |
Often Compared With FTORX
Investors most often compare FTORX with MUJ, APUSX, FXIEX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 71 | 6.74% | — | Mar 1998 | FTORX vs MUJ | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | FTORX vs APUSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 87 | 2.22% | — | Jun 2012 | FTORX vs FXIEX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 45 | 4.77% | — | Nov 1992 | FTORX vs MPA | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 29 | 6.52% | — | Mar 1993 | FTORX vs NPV | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | FTORX vs DNYMX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 1.02% | — | Dec 2017 | FTORX vs FGNSX |
Compare FTORX with Any Fund or Stock
Compare FTORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTORX with funds that move differently
Delaware Tax-Free Oregon Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTORX.
Explore FTORX Diversifiers