Johnson Municipal Income Fund (JMUNX) 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 JMUNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JMUNX
JMUNX charges 0.65% annually. There are 258 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 | JMUNX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JMUNX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | JMUNX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | JMUNX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | JMUNX vs FSMUX |
Best Risk-Adjusted Alternatives to JMUNX
JMUNX has a PortfoliosLab risk / return rank of 59. There are 428 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 | JMUNX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | JMUNX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | JMUNX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | JMUNX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | JMUNX vs DFSMX |
Top Performing JMUNX Alternatives (YTD)
JMUNX is at 1.30% YTD. There are 307 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 | JMUNX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | JMUNX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | JMUNX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | JMUNX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | JMUNX vs NPV |
Lowest Volatility Alternatives to JMUNX
JMUNX has 2.65% 1-year volatility. There are 238 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 | JMUNX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | JMUNX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | JMUNX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | JMUNX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | JMUNX vs DFSMX |
Lowest Drawdown Alternatives to JMUNX
JMUNX has a 1-year max drawdown of -3.51%. There are 446 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 | JMUNX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | JMUNX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | JMUNX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | JMUNX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | JMUNX vs FHMIX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JIBEX, JEQIX, JOPPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 21 | -0.19% | — | Aug 2000 | JMUNX vs JIBEX | |
| Johnson Equity Income Fund | Large Cap Blend Equities | 19 | 0.91% | — | Dec 2005 | JMUNX vs JEQIX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 19 | 7.14% | — | May 1994 | JMUNX vs JOPPX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 54 | 8.26% | — | Dec 2005 | JMUNX vs JENHX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 68 | 0.25% | — | Aug 2000 | JMUNX vs JIBDX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 19 | 0.19% | — | Aug 2000 | JMUNX vs JIBFX |
Often Compared With JMUNX
Investors most often compare JMUNX with MUC, NUV, FXIEX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 36 | 5.84% | — | Feb 1998 | JMUNX vs MUC | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 44 | 3.17% | — | Apr 1987 | JMUNX vs NUV | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | JMUNX vs FXIEX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 21 | 4.72% | — | Jul 1992 | JMUNX vs MQY | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | JMUNX vs FGNSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 51 | 5.45% | — | Mar 1998 | JMUNX vs MUJ |
Compare JMUNX with Any Fund or Stock
Compare JMUNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JMUNX with funds that move differently
Johnson Municipal Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JMUNX.
Explore JMUNX Diversifiers