MFS Municipal Intermediate Fund (MIUIX) 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 MIUIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MIUIX
MIUIX charges 0.45% annually. There are 96 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 | MIUIX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | MIUIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | MIUIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | MIUIX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | MIUIX vs FMBIX |
Best Risk-Adjusted Alternatives to MIUIX
MIUIX has a PortfoliosLab risk / return rank of 68. There are 244 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 | MIUIX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | MIUIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | MIUIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | MIUIX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | MIUIX vs ATOIX |
Top Performing MIUIX Alternatives (YTD)
MIUIX is at 1.54% YTD. There are 205 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 | MIUIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | MIUIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | MIUIX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.29% | — | Nov 2001 | MIUIX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | MIUIX vs MIY |
Lowest Volatility Alternatives to MIUIX
MIUIX has 2.56% 1-year volatility. There are 211 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 | MIUIX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | MIUIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | MIUIX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | MIUIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | MIUIX vs DFSMX |
Lowest Drawdown Alternatives to MIUIX
MIUIX has a 1-year max drawdown of -3.15%. There are 395 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 | MIUIX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | MIUIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | MIUIX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | MIUIX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | MIUIX vs APUSX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 9 | 3.25% | — | Jan 1996 | MIUIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 23 | 4.52% | — | May 2006 | MIUIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 35 | 10.27% | — | Sep 2004 | MIUIX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 23 | 4.47% | — | Feb 1996 | MIUIX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 9 | -0.34% | — | Jan 1935 | MIUIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 14 | 6.33% | — | Jun 2012 | MIUIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 14 | 6.29% | — | Jul 1997 | MIUIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 24 | 7.26% | — | — | MIUIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 22 | 4.37% | — | Jan 1996 | MIUIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 8.10% | — | Jul 1924 | MIUIX vs MITTX |
Often Compared With MIUIX
Investors most often compare MIUIX with VTEB, DCARX, FGNSX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Tax-Exempt Bond ETF | Municipal Bonds | 72 | 1.46% | 45.70B | Aug 2015 | MIUIX vs VTEB | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | MIUIX vs DCARX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | MIUIX vs FGNSX | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | MIUIX vs MUC | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | MIUIX vs DMREX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | MIUIX vs NQP | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | MIUIX vs FXIEX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | MIUIX vs MQY | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | MIUIX vs MUJ |
Compare MIUIX with Any Fund or Stock
Compare MIUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MIUIX with funds that move differently
MFS Municipal Intermediate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MIUIX.
Explore MIUIX Diversifiers