Northern California Intermediate Tax-Exempt Fund (NCITX) 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 NCITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCITX
NCITX 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 | NCITX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | NCITX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | NCITX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NCITX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | NCITX vs FSMUX |
Best Risk-Adjusted Alternatives to NCITX
NCITX has a PortfoliosLab risk / return rank of 12. There are 475 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | NCITX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | NCITX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | NCITX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | NCITX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | NCITX vs TFCYX |
Top Performing NCITX Alternatives (YTD)
NCITX is at -1.07% YTD. There are 472 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.94% | — | Apr 1998 | NCITX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | NCITX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | NCITX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | NCITX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | NCITX vs AFB |
Lowest Volatility Alternatives to NCITX
NCITX has 10.08% 1-year volatility. There are 471 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | NCITX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | NCITX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | NCITX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | NCITX vs USMSX | |
| DFA NY Municipal Bond Portfolio | 0.65% | — | Jun 2015 | NCITX vs DNYMX |
Lowest Drawdown Alternatives to NCITX
NCITX has a 1-year max drawdown of -6.69%. There are 466 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 | NCITX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | NCITX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | NCITX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | NCITX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | NCITX vs DFABX |
Other Mutual Funds from Northern Trust
The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities, Dividend, Actively Managed | 78 | 12.25% | — | Apr 1994 | NCITX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 62 | 9.34% | — | Oct 1996 | NCITX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 80 | 2.00% | — | Dec 1998 | NCITX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 57 | 9.33% | — | Mar 2008 | NCITX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 86 | 21.99% | — | Mar 1994 | NCITX vs NOSGX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 61 | 12.75% | — | Mar 2005 | NCITX vs NOINX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 74 | 9.87% | — | Dec 2005 | NCITX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 83 | 21.27% | — | Sep 1999 | NCITX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 13 | -1.04% | — | Feb 2007 | NCITX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 48 | 14.71% | — | Mar 2005 | NCITX vs NOMIX |
Often Compared With NCITX
Investors most often compare NCITX with APUSX, NSIDX, MPA. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 23 | 0.90% | — | Dec 2017 | NCITX vs APUSX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 76 | 19.46% | — | Sep 1999 | NCITX vs NSIDX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 30 | 1.31% | — | Nov 1992 | NCITX vs MPA | |
| Northern Core Bond Fund | Intermediate Core Bond | 11 | -1.13% | — | Mar 2001 | NCITX vs NOCBX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 22 | 1.46% | — | Mar 1993 | NCITX vs NPV | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 67 | 3.74% | — | Mar 1998 | NCITX vs MUJ | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 90 | 0.97% | — | Jun 2012 | NCITX vs FXIEX | |
| JPMorgan Ultra-Short Municipal Fund | Municipal Bonds | 98 | 0.81% | — | May 2016 | NCITX vs USMTX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.82% | — | Dec 2017 | NCITX vs FGNSX | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 56 | 3.33% | — | Feb 1998 | NCITX vs MUC |
Compare NCITX with Any Fund or Stock
Compare NCITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCITX with funds that move differently
Northern California Intermediate Tax-Exempt Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCITX.
Explore NCITX Diversifiers