BlackRock MuniHoldings Fund (MHD) 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 MHD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MHD
MHD charges 2.14% annually. There are 467 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 | MHD vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MHD vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | MHD vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | MHD vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | MHD vs FSMUX |
Best Risk-Adjusted Alternatives to MHD
MHD has a PortfoliosLab risk / return rank of 53. There are 454 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 | MHD vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | MHD vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | MHD vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | MHD vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | MHD vs FHMIX |
Top Performing MHD Alternatives (YTD)
MHD is at 5.09% YTD. There are 13 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.97% | — | Apr 1998 | MHD vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.93% | — | Nov 2002 | MHD vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.42% | — | Oct 1992 | MHD vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.33% | — | Nov 2001 | MHD vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 7.11% | — | Feb 1998 | MHD vs MUC |
Lowest Volatility Alternatives to MHD
MHD has 8.86% 1-year volatility. There are 463 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 | MHD vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.56% | — | Aug 2002 | MHD vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | MHD vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | MHD vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | MHD vs USMTX |
Lowest Drawdown Alternatives to MHD
MHD has a 1-year max drawdown of -6.36%. There are 458 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 | MHD vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | MHD vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | MHD vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | MHD vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | MHD vs DFABX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 15.17% | — | Sep 2021 | MHD vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | MHD vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | MHD vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | MHD vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | MHD vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | MHD vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | MHD vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | MHD vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | MHD vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | MHD vs FAMRX |
Often Compared With MHD
Investors most often compare MHD with NVG, VWALX, VTCLX. These 17 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MHD with Any Fund or Stock
Compare MHD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MHD with funds that move differently
BlackRock MuniHoldings Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MHD.
Explore MHD Diversifiers