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 a closer substitute for your current allocation.
Cheapest Alternatives to NTFIX
NTFIX charges 0.68% annually. There are 278 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 | NTFIX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | NTFIX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | NTFIX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | NTFIX vs FSMUX | |
| PIMCO Fixed Income SHares: Series TE | 0.07% | — | Jun 2012 | NTFIX vs FXIEX |
Best Risk-Adjusted Alternatives to NTFIX
NTFIX has a PortfoliosLab risk / return rank of 78. There are 82 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 | NTFIX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | NTFIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | NTFIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | NTFIX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | NTFIX vs ATOIX |
Top Performing NTFIX Alternatives (YTD)
NTFIX is at 1.42% YTD. There are 267 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | NTFIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | NTFIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | NTFIX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | NTFIX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | NTFIX vs MIY |
Lowest Volatility Alternatives to NTFIX
NTFIX has 2.68% 1-year volatility. There are 242 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | NTFIX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | NTFIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | NTFIX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | NTFIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | NTFIX vs DFSMX |
Lowest Drawdown Alternatives to NTFIX
NTFIX has a 1-year max drawdown of -2.29%. There are 106 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 | NTFIX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | NTFIX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | NTFIX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | NTFIX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | NTFIX vs TFCYX |
Other Mutual Funds from Dupree
The 6 most viewed Dupree mutual funds shown here include DUTMX, DUALX, DUMSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 19 | 0.88% | — | Nov 2010 | NTFIX vs DUTMX | |
| Dupree Alabama Tax Free Income Series Fund | Municipal Bonds | 69 | 1.58% | — | Dec 1999 | NTFIX vs DUALX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 91 | 2.07% | — | Dec 1999 | NTFIX vs DUMSX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 26 | 0.04% | — | Jul 1992 | NTFIX vs DPIGX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 73 | 1.22% | — | Jul 1979 | NTFIX vs KYTFX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 85 | 2.36% | — | Dec 1993 | NTFIX vs TNTIX |
Often Compared With NTFIX
Investors most often compare NTFIX with AMZN, VOO, ABNB. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NTFIX with Any Fund or Stock
Compare NTFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NTFIX with funds that move differently
Dupree North Carolina Tax-Free Income Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NTFIX.
Explore NTFIX Diversifiers