INTAX Alternatives & Similar Mutual Funds

Columbia Strategic Municipal Income Fund (INTAX) 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 INTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to INTAX

INTAX charges 0.78% annually. There are 377 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LSMSX	Western Asset SMASh Series TF Fund	0.01%	—	Dec 2015	INTAX vs LSMSX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	INTAX vs VTMFX
NMTRX	Nuveen Municipal Total Return Managed Accounts	0.05%	—	May 2007	INTAX vs NMTRX
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	—	Feb 2021	INTAX vs FHMIX
FSMUX	Strategic Advisers Municipal Bond Fund	0.06%	—	Jun 2021	INTAX vs FSMUX

Best Risk-Adjusted Alternatives to INTAX

INTAX has a PortfoliosLab risk / return rank of 86. There are 76 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
ATOIX	abrdn Ultra Short Municipal Income Fund	100	—	Dec 2002	INTAX vs ATOIX
DFSMX	DFA Short Term Municipal Bond Portfolio	100	—	Aug 2002	INTAX vs DFSMX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	100	—	Apr 2022	INTAX vs DFABX
FHMIX	Federated Hermes Conservative Municipal Microshort...	99	—	Feb 2021	INTAX vs FHMIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	99	—	Apr 2016	INTAX vs TFCYX

Top Performing INTAX Alternatives (YTD)

INTAX is at 1.08% YTD. There are 54 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.94%.

Symbol	Name	YTD Return	AUM	Inception
NMI	Nuveen Municipal Income Fund, Inc.	11.94%	—	Apr 1998	INTAX vs NMI
MIY	BlackRock MuniYield Michigan Quality Fund	7.21%	—	Oct 1992	INTAX vs MIY
NRK	Nuveen New York AMT Free Quality Municipal Income	7.15%	—	Nov 2002	INTAX vs NRK
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	4.40%	12.30B	Sep 1994	INTAX vs VTMFX
AFB	AllianceBernstein National Municipal Income Fund	3.80%	—	Nov 2001	INTAX vs AFB

Lowest Volatility Alternatives to INTAX

INTAX has 3.56% 1-year volatility. There are 431 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFSMX	DFA Short Term Municipal Bond Portfolio	0.54%	—	Aug 2002	INTAX vs DFSMX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	0.56%	—	Apr 2022	INTAX vs DFABX
DFCMX	DFA California Short Term Municipal Bond Portfolio	0.59%	—	Apr 2007	INTAX vs DFCMX
USMSX	JPMorgan Ultra-Short Municipal Fund	0.63%	—	May 2016	INTAX vs USMSX
USMTX	JPMorgan Ultra-Short Municipal Fund	0.65%	—	May 2016	INTAX vs USMTX

Lowest Drawdown Alternatives to INTAX

INTAX has a 1-year max drawdown of -3.11%. There are 379 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
BATVX	BlackRock Allocation Target Shares	0.00%	—	May 2021	INTAX vs BATVX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	-0.10%	—	Apr 2016	INTAX vs TFCYX
ATOIX	abrdn Ultra Short Municipal Income Fund	-0.10%	—	Dec 2002	INTAX vs ATOIX
FHMIX	Federated Hermes Conservative Municipal Microshort...	-0.10%	—	Feb 2021	INTAX vs FHMIX
DFSMX	DFA Short Term Municipal Bond Portfolio	-0.11%	—	Aug 2002	INTAX vs DFSMX

Other Mutual Funds from Columbia

The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund ...	Technology Equities	93	45.62%	—	Jun 1983	INTAX vs SLMCX
STK	Columbia Seligman Premium Technology Growth Fund	Technology Equities, Options Trading, Actively Managed	88	36.26%	—	Nov 2009	INTAX vs STK
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	90	12.19%	—	Mar 1998	INTAX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	90	12.30%	—	Nov 2012	INTAX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	89	12.04%	—	Nov 2002	INTAX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	92	44.24%	—	May 1994	INTAX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	42	18.39%	—	Nov 2000	INTAX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	43	18.56%	—	Nov 2000	INTAX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	40	8.65%	—	Dec 1992	INTAX vs SMGIX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	72	10.23%	—	Mar 2008	INTAX vs COSZX

Often Compared With INTAX

Investors most often compare INTAX with MRSIX, MGTIX, MEDIX. These 20 comparison targets span 20 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MRSIX	MFS Research International Fund	Foreign Large Cap Equities	57	13.37%	—	Jan 1997	INTAX vs MRSIX
MGTIX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	6	-1.65%	—	Jan 1932	INTAX vs MGTIX
MEDIX	MFS Emerging Markets Debt Fund	Emerging Markets Bonds	79	1.41%	—	Mar 1998	INTAX vs MEDIX
MFIOX	MFS Income Fund	Intermediate Core-Plus Bond	25	-0.51%	—	Oct 1987	INTAX vs MFIOX
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	73	10.14%	—	Apr 1987	INTAX vs FISCX
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	85	11.74%	17.98B	Dec 2016	INTAX vs COWZ
MVCAX	MFS Mid Cap Value Fund	Mid Cap Value Equities	59	15.06%	—	Aug 2001	INTAX vs MVCAX
SCJIX	Crossmark Steward Covered Call Income Fund	Derivative Income	32	2.08%	—	Dec 2017	INTAX vs SCJIX
SRHMX	Columbia High Yield Municipal Fund	High Yield Muni	94	2.33%	—	Mar 1984	INTAX vs SRHMX
OEGYX	Invesco Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	28	17.37%	—	Nov 2000	INTAX vs OEGYX
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	93	15.15%	—	Oct 1998	INTAX vs PEIYX
BILPX	BlackRock Event Driven Equity Fund	Event Driven	82	3.08%	—	Dec 2007	INTAX vs BILPX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	69	10.50%	—	Feb 1996	INTAX vs MEIIX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	41	8.25%	—	Jan 1987	INTAX vs FRDPX
SLV	iShares Silver Trust	Silver, Precious Metals	36	-18.72%	28.08B	Apr 2006	INTAX vs SLV
BIL	SPDR Bloomberg 1-3 Month T-Bill ETF	Government Bonds, Ultrashort Bond	100	2.08%	47.03B	May 2007	INTAX vs BIL
PFFD	Global X U.S. Preferred ETF	Preferred Stock	19	1.09%	2.16B	Sep 2017	INTAX vs PFFD
MUJ	BlackRock MuniHoldings New Jersey Quality Fund	Municipal Bonds	67	3.74%	—	Mar 1998	INTAX vs MUJ
NPV	Nuveen Virginia Quality Municipal Income Fund	Municipal Bonds	22	1.46%	—	Mar 1993	INTAX vs NPV
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	76	21.61%	—	Jun 1999	INTAX vs VSCAX

Compare INTAX with Any Fund or Stock

Compare INTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair INTAX with funds that move differently

Columbia Strategic Municipal Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to INTAX.

Explore INTAX Diversifiers

Columbia Strategic Municipal Income Fund (INTAX) Alternatives