DWS New York Tax (KNTAX) 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 KNTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KNTAX
KNTAX charges 0.79% annually. There are 384 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 | KNTAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | KNTAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | KNTAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | KNTAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | KNTAX vs FSMUX |
Best Risk-Adjusted Alternatives to KNTAX
KNTAX has a PortfoliosLab risk / return rank of 63. There are 406 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 | KNTAX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | KNTAX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | KNTAX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | KNTAX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | KNTAX vs DFSMX |
Top Performing KNTAX Alternatives (YTD)
KNTAX is at 2.17% YTD. There are 90 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 9.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | KNTAX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | KNTAX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | KNTAX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | KNTAX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | KNTAX vs MIY |
Lowest Volatility Alternatives to KNTAX
KNTAX has 3.21% 1-year volatility. There are 398 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | KNTAX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | KNTAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | KNTAX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | KNTAX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | KNTAX vs DFSMX |
Lowest Drawdown Alternatives to KNTAX
KNTAX has a 1-year max drawdown of -3.12%. There are 386 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 | KNTAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | KNTAX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | KNTAX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | KNTAX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | KNTAX vs FHMIX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, AAAZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 34 | 8.20% | — | Jul 2007 | KNTAX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 58 | 25.69% | — | Sep 1948 | KNTAX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 35 | 8.38% | — | Jul 2007 | KNTAX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 61 | 9.70% | — | May 1929 | KNTAX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 84 | 36.11% | — | May 1996 | KNTAX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 18 | 9.12% | — | Jul 1986 | KNTAX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 11 | 4.40% | — | Jul 2000 | KNTAX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 65 | 10.06% | — | Aug 1997 | KNTAX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 76 | 1.59% | — | Mar 1998 | KNTAX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 66 | 10.09% | — | Dec 1992 | KNTAX vs BTIIX |
Often Compared With KNTAX
Investors most often compare KNTAX with KDHAX, FGNSX, MUJ. These 6 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS CROCI Equity Dividend Fd | Large Cap Value Equities | 22 | 9.16% | — | Mar 1988 | KNTAX vs KDHAX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | KNTAX vs FGNSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 57 | 5.53% | — | Mar 1998 | KNTAX vs MUJ | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 35 | 5.45% | — | Feb 1998 | KNTAX vs MUC | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 65 | 9.35% | — | Jun 1953 | KNTAX vs SCINX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 79 | 1.92% | — | Jun 2012 | KNTAX vs FXIEX |
Compare KNTAX with Any Fund or Stock
Compare KNTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KNTAX with funds that move differently
DWS New York Tax alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KNTAX.
Explore KNTAX Diversifiers