Columbia California Intermediate Municipal Bond Fund (NCMAX) 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 NCMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCMAX
NCMAX charges 0.47% annually. There are 124 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 | NCMAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NCMAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | NCMAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | NCMAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | NCMAX vs FSMUX |
Best Risk-Adjusted Alternatives to NCMAX
NCMAX has a PortfoliosLab risk / return rank of 69. There are 292 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 | NCMAX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | NCMAX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | NCMAX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | NCMAX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | NCMAX vs DFSMX |
Top Performing NCMAX Alternatives (YTD)
NCMAX is at 1.15% YTD. There are 364 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 9.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | NCMAX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | NCMAX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | NCMAX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | NCMAX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | NCMAX vs MIY |
Lowest Volatility Alternatives to NCMAX
NCMAX has 1.97% 1-year volatility. There are 95 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | NCMAX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | NCMAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | NCMAX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | NCMAX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | NCMAX vs DFSMX |
Lowest Drawdown Alternatives to NCMAX
NCMAX has a 1-year max drawdown of -2.70%. There are 203 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 | NCMAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | NCMAX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | NCMAX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | NCMAX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | NCMAX vs FHMIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | NCMAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | NCMAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | NCMAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | NCMAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | NCMAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 76 | 30.84% | — | Nov 2000 | NCMAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 77 | 30.99% | — | Nov 2000 | NCMAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 49 | 9.02% | — | Dec 1992 | NCMAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 54 | 6.03% | — | Sep 1991 | NCMAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.13% | — | Mar 2008 | NCMAX vs COSZX |
Often Compared With NCMAX
Investors most often compare NCMAX with MUJ, FGNSX. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 57 | 5.53% | — | Mar 1998 | NCMAX vs MUJ | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | NCMAX vs FGNSX |
Compare NCMAX with Any Fund or Stock
Compare NCMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCMAX with funds that move differently
Columbia California Intermediate Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCMAX.
Explore NCMAX Diversifiers