Western Asset Intermediate Maturity CA Municipals Fund (ITCAX) 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 ITCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ITCAX
ITCAX charges 0.75% annually. There are 339 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 | ITCAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ITCAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | ITCAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | ITCAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | ITCAX vs FSMUX |
Best Risk-Adjusted Alternatives to ITCAX
ITCAX has a PortfoliosLab risk / return rank of 81. There are 129 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 | ITCAX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | ITCAX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | ITCAX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | ITCAX vs DFCMX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | ITCAX vs TFCYX |
Top Performing ITCAX Alternatives (YTD)
ITCAX is at 1.25% YTD. There are 333 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | ITCAX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.39% | — | Nov 2002 | ITCAX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 8.29% | — | Nov 2001 | ITCAX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.80% | — | Mar 1993 | ITCAX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 6.74% | — | Oct 1992 | ITCAX vs MIY |
Lowest Volatility Alternatives to ITCAX
ITCAX has 2.14% 1-year volatility. There are 116 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 | ITCAX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.58% | — | Apr 2007 | ITCAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | ITCAX vs USMSX | |
| DFA Short Term Municipal Bond Portfolio | 0.60% | — | Aug 2002 | ITCAX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.61% | — | May 2016 | ITCAX vs USMTX |
Lowest Drawdown Alternatives to ITCAX
ITCAX has a 1-year max drawdown of -2.30%. There are 108 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 | ITCAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | ITCAX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | ITCAX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | ITCAX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | ITCAX vs FHMIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 6.36% | — | Jan 1968 | ITCAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 28 | -11.18% | — | May 1969 | ITCAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 84 | 4.75% | — | — | ITCAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 19 | 3.38% | — | Apr 1948 | ITCAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 24 | 15.55% | — | Jun 2011 | ITCAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 26 | 4.48% | — | Jan 1987 | ITCAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 5 | -0.42% | — | Aug 1997 | ITCAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.99% | — | Oct 1983 | ITCAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 89 | 4.88% | — | Aug 1997 | ITCAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 24 | 3.11% | — | Mar 1970 | ITCAX vs SHAPX |
Often Compared With ITCAX
Investors most often compare ITCAX with MPA, MUJ, FGNSX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 32 | 3.57% | — | Nov 1992 | ITCAX vs MPA | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 65 | 5.62% | — | Mar 1998 | ITCAX vs MUJ | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 0.77% | — | Dec 2017 | ITCAX vs FGNSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 85 | 2.02% | — | Jun 2012 | ITCAX vs FXIEX |
Compare ITCAX with Any Fund or Stock
Compare ITCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ITCAX with funds that move differently
Western Asset Intermediate Maturity CA Municipals Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ITCAX.
Explore ITCAX Diversifiers