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 206 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 | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | KYTFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | KYTFX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | KYTFX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | KYTFX vs FMBIX |
Best Risk-Adjusted Alternatives to KYTFX
KYTFX has a PortfoliosLab risk / return rank of 73. There are 172 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 | KYTFX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | KYTFX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | KYTFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | KYTFX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | KYTFX vs ATOIX |
Top Performing KYTFX Alternatives (YTD)
KYTFX is at 1.22% YTD. There are 324 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | KYTFX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | KYTFX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | KYTFX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | KYTFX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | KYTFX vs MIY |
Lowest Volatility Alternatives to KYTFX
KYTFX has 2.96% 1-year volatility. There are 320 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 | KYTFX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | KYTFX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | KYTFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | KYTFX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | KYTFX vs DFSMX |
Lowest Drawdown Alternatives to KYTFX
KYTFX has a 1-year max drawdown of -2.73%. There are 215 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 | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | KYTFX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | KYTFX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | KYTFX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | KYTFX vs FHMIX |
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 | 19 | 0.88% | — | Nov 2010 | KYTFX vs DUTMX | |
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 69 | 1.58% | — | Dec 1999 | KYTFX vs DUALX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 78 | 1.42% | — | Nov 1995 | KYTFX vs NTFIX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 91 | 2.07% | — | Dec 1999 | KYTFX vs DUMSX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 26 | 0.04% | — | Jul 1992 | KYTFX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 85 | 2.36% | — | Dec 1993 | KYTFX vs TNTIX |
Often Compared With KYTFX
Investors most often compare KYTFX with FGNSX, DCARX, DMREX. These 10 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 | 96 | 0.67% | — | Dec 2017 | KYTFX vs FGNSX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | KYTFX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | KYTFX vs DMREX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | KYTFX vs NQP | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | KYTFX vs NUV | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | KYTFX vs FXIEX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | KYTFX vs MUJ | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | KYTFX vs MUC | |
| T. Rowe Price New Jersey Tax Free Bond Fund | Municipal Bonds | 88 | 1.94% | — | Apr 1991 | KYTFX vs NJTFX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | 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