Dupree North Carolina Tax-Free Income Series (NTFIX) Alternatives
Dupree North Carolina Tax-Free Income Series (NTFIX) 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 NTFIX. 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 NTFIX
NTFIX charges 0.68% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among NTFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | NTFIX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | NTFIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | NTFIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | NTFIX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | NTFIX vs FMBIX |
Best Risk-Adjusted Alternatives to NTFIX
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 | NTFIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | NTFIX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | NTFIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | NTFIX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | NTFIX vs USMTX |
Top Performing NTFIX Alternatives (YTD)
NTFIX 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 | NTFIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | NTFIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | NTFIX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | NTFIX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | NTFIX vs NQP |
Lowest Volatility Alternatives to NTFIX
NTFIX 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 | NTFIX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | NTFIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | NTFIX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | NTFIX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | NTFIX vs BATVX |
Lowest Drawdown Alternatives to NTFIX
NTFIX 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 | NTFIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | NTFIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | NTFIX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | NTFIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | NTFIX vs FHMIX |
Other Mutual Funds from Dupree
Most popular Dupree mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 37 | -1.05% | Dec 30, 1999 | NTFIX vs DUALX | |
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 29 | 0.30% | Nov 1, 2010 | NTFIX vs DUTMX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 67 | -0.48% | Dec 30, 1999 | NTFIX vs DUMSX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 41 | -1.11% | Jul 2, 1979 | NTFIX vs KYTFX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 89 | -0.39% | Jul 13, 1992 | NTFIX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 57 | -0.38% | Dec 14, 1993 | NTFIX vs TNTIX |
Often Compared With NTFIX
What investors most often compare with NTFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 50 | -9.77% | — | NTFIX vs AMZN | ||
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | NTFIX vs VOO | |
| Bitcoin | 45 | -21.95% | — | NTFIX vs BTC-USD | ||
| Airbnb, Inc. | 46 | -6.96% | — | NTFIX vs ABNB | ||
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | NTFIX vs VTI | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | NTFIX vs VTSAX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | NTFIX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | NTFIX vs DMREX |
Compare NTFIX with Any Fund or Stock
Compare NTFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.