Dupree Kentucky Tax Free Income Series Fund (KYTFX) 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 KYTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KYTFX
KYTFX charges 0.56% annually. There are 204 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 | KYTFX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | KYTFX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | KYTFX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | KYTFX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | KYTFX vs FSMUX |
Best Risk-Adjusted Alternatives to KYTFX
KYTFX has a PortfoliosLab risk / return rank of 86. There are 114 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 Municipal Bond Portfolio | 100 | — | Aug 2002 | KYTFX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | KYTFX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | KYTFX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | KYTFX vs FHMIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | KYTFX vs DFCMX |
Top Performing KYTFX Alternatives (YTD)
KYTFX is at 1.75% YTD. There are 210 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.68% | — | Nov 2002 | KYTFX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.10% | — | Apr 1998 | KYTFX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 8.97% | — | Oct 1992 | KYTFX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.95% | — | Nov 2001 | KYTFX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.75% | — | Feb 1998 | KYTFX vs MUC |
Lowest Volatility Alternatives to KYTFX
KYTFX has 3.02% 1-year volatility. There are 345 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 Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | KYTFX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | KYTFX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | KYTFX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | KYTFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | KYTFX vs USMTX |
Lowest Drawdown Alternatives to KYTFX
KYTFX has a 1-year max drawdown of -2.73%. There are 212 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 | KYTFX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | KYTFX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | KYTFX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | KYTFX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | KYTFX vs DFABX |
Other Mutual Funds from Dupree
The 6 most viewed Dupree mutual funds shown here include DUTMX, DUALX, NTFIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 23 | 0.71% | — | Nov 2010 | KYTFX vs DUTMX | |
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 86 | 2.29% | — | Dec 1999 | KYTFX vs DUALX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 91 | 2.11% | — | Nov 1995 | KYTFX vs NTFIX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 96 | 3.00% | — | Dec 1999 | KYTFX vs DUMSX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 33 | 0.10% | — | Jul 1992 | KYTFX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 94 | 3.23% | — | Dec 1993 | KYTFX vs TNTIX |
Often Compared With KYTFX
Investors most often compare KYTFX with FGNSX, DMREX, APUSX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.92% | — | Dec 2017 | KYTFX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 92 | 2.06% | — | Nov 2014 | KYTFX vs DMREX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 18 | 1.00% | — | Dec 2017 | KYTFX vs APUSX | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | KYTFX vs DNYMX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 90 | 1.85% | — | Oct 2017 | KYTFX vs DCARX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 21 | 4.84% | — | Mar 1993 | KYTFX vs NPV | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 92 | 2.11% | — | Jun 2012 | KYTFX vs FXIEX | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 65 | 3.88% | — | Apr 1987 | KYTFX vs NUV | |
| T. Rowe Price New Jersey Tax Free Bond Fund | Municipal Bonds | 94 | 2.14% | — | Apr 1991 | KYTFX vs NJTFX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 72 | 6.52% | — | Mar 1998 | KYTFX vs MUJ | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 33 | 6.07% | — | Jul 1992 | KYTFX vs MQY |
Compare KYTFX with Any Fund or Stock
Compare KYTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KYTFX with funds that move differently
Dupree Kentucky Tax Free Income Series Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KYTFX.
Explore KYTFX Diversifiers