Nuveen California Municipal Value Fund (NCA) Alternatives
Nuveen California Municipal Value Fund (NCA) 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 NCA. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NCA
NCA charges 0.03% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among NCA alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset Managed Municipals Fund Inc | 0.01% | Jun 26, 1992 | NCA vs MMU | |
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | NCA vs LSMSX | |
| Eaton Vance Municipal Bond Fund | 0.01% | Dec 3, 1993 | NCA vs EIM | |
| Nuveen Select Maturities Municipal Fund | 0.03% | Sep 18, 1992 | NCA vs NIM | |
| NYLI MacKay DefinedTerm Muni Opportunities Fund | 0.03% | Jun 26, 2012 | NCA vs MMD |
Best Risk-Adjusted Alternatives to NCA
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | NCA vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | NCA vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | NCA vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | NCA vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | NCA vs USMTX |
Top Performing NCA Alternatives (YTD)
NCA alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Massachusetts Quality Municipal Income Fund | 10.44% | Jan 12, 1993 | NCA vs NMT | |
| RiverNorth Opportunistic Municipal Income Fund | 7.10% | — | NCA vs RMI | |
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | NCA vs NMI | |
| Nuveen Minnesota Quality Municipal Income Fund | 5.76% | Jun 25, 1993 | NCA vs NMS | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | NCA vs NPV |
Lowest Volatility Alternatives to NCA
NCA alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | NCA vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | NCA vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | NCA vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | NCA vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | NCA vs BATVX |
Lowest Drawdown Alternatives to NCA
NCA alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | NCA vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | NCA vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | NCA vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | NCA vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | NCA vs FHMIX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | NCA vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | NCA vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | NCA vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | NCA vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | NCA vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | NCA vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | NCA vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | NCA vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | NCA vs NELIX | |
| Nuveen Real Estate Securities Fund | REIT | 13 | 2.69% | Jun 30, 1995 | NCA vs FARCX |
Often Compared With NCA
What investors most often compare with NCA, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dimensional California Municipal Bond ETF | Municipal Bonds | 65 | 0.07% | Jun 26, 2023 | NCA vs DFCA | |
| Fidelity California Municipal Income Fund | Municipal Bonds | 53 | -1.07% | Jul 7, 1984 | NCA vs FCTFX | |
| Nuveen Arizona Quality Municipal Income Fund | Municipal Bonds | 25 | 2.58% | Nov 19, 1992 | NCA vs NAZ | |
| Fidelity Conservative Income Municipal Bond Fund I... | Municipal Bonds | 99 | 0.30% | Oct 15, 2013 | NCA vs FMNDX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | NCA vs NPSRX |
Compare NCA with Any Fund or Stock
Compare NCA with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.