Northern California Tax Exempt Fund (NCATX) Alternatives
Northern California Tax Exempt Fund (NCATX) 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 NCATX. 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 NCATX
NCATX charges 0.45% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among NCATX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | NCATX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | NCATX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | NCATX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | NCATX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | NCATX vs FMBIX |
Best Risk-Adjusted Alternatives to NCATX
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 | NCATX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | NCATX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | NCATX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | NCATX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | NCATX vs USMTX |
Top Performing NCATX Alternatives (YTD)
NCATX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | NCATX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | NCATX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | NCATX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | NCATX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | NCATX vs NQP |
Lowest Volatility Alternatives to NCATX
NCATX 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 | NCATX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | NCATX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | NCATX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | NCATX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | NCATX vs BATVX |
Lowest Drawdown Alternatives to NCATX
NCATX 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 | NCATX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | NCATX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | NCATX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | NCATX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | NCATX vs FHMIX |
Other Mutual Funds from Northern Funds
Most popular Northern Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 50 | -4.59% | Mar 31, 1994 | NCATX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 40 | -7.06% | Oct 7, 1996 | NCATX vs NOSIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 59 | -1.88% | Mar 22, 2005 | NCATX vs NOINX | |
| Northern Global Sustainability Index Fund | Global Equities | 52 | -7.28% | Mar 4, 2008 | NCATX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 49 | 2.19% | Mar 31, 1994 | NCATX vs NOSGX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 40 | -0.95% | Sep 30, 1999 | NCATX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 58 | -6.06% | Dec 16, 2005 | NCATX vs NOLCX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | -0.85% | Dec 31, 1998 | NCATX vs NHFIX | |
| Northern Bond Index Fund | Intermediate Core Bond | 51 | -0.24% | Feb 27, 2007 | NCATX vs NOBOX | |
| Northern Tax-Advantaged U-S Fixed Income | Ultrashort Bond | 97 | 0.57% | Jun 18, 2009 | NCATX vs NTAUX |
Often Compared With NCATX
What investors most often compare with NCATX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Short-Term California Muni Active ETF | Municipal Bonds | 95 | 0.30% | Oct 4, 2007 | NCATX vs CALI | |
| Blackrock 2037 Municipal Target Term Trust | Municipal Bonds | 27 | 0.14% | Oct 28, 2022 | NCATX vs BMN | |
| Fidelity Conservative Income Municipal Bond Fund I... | Municipal Bonds | 99 | 0.30% | Oct 15, 2013 | NCATX vs FMNDX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | NCATX vs DMREX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | NCATX vs FGNSX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | NCATX vs DCARX |
Compare NCATX with Any Fund or Stock
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