Oklahoma Municipal Fund (OKMUX) 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 OKMUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OKMUX
OKMUX charges 0.98% annually. There are 440 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 | OKMUX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | OKMUX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | OKMUX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | OKMUX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | OKMUX vs FMBIX |
Best Risk-Adjusted Alternatives to OKMUX
OKMUX has a PortfoliosLab risk / return rank of 74. There are 140 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 | OKMUX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | OKMUX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | OKMUX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | OKMUX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | OKMUX vs ATOIX |
Top Performing OKMUX Alternatives (YTD)
OKMUX is at 1.43% YTD. There are 262 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 | OKMUX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | OKMUX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | OKMUX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | OKMUX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | OKMUX vs MIY |
Lowest Volatility Alternatives to OKMUX
OKMUX has 2.58% 1-year volatility. There are 216 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 | OKMUX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | OKMUX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | OKMUX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | OKMUX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | OKMUX vs DFSMX |
Lowest Drawdown Alternatives to OKMUX
OKMUX has a 1-year max drawdown of -2.88%. There are 285 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 | OKMUX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | OKMUX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | OKMUX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | OKMUX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | OKMUX vs FHMIX |
Other Mutual Funds from IntegrityVikingFunds
The 9 most viewed IntegrityVikingFunds mutual funds shown here include IDIVX, IGIAX, IHFAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 94 | 16.77% | — | May 2012 | OKMUX vs IDIVX | |
| Integrity ESG Growth & Income Fund | Large Cap Blend Equities | 89 | 26.41% | — | Jan 1995 | OKMUX vs IGIAX | |
| Integrity High Income Fund | High Yield Bonds | 77 | 1.36% | — | Apr 2004 | OKMUX vs IHFAX | |
| Viking Tax-Free Fund for North Dakota | Municipal Bonds | 80 | 1.85% | — | Aug 1999 | OKMUX vs VNDFX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 83 | 29.32% | — | Apr 1999 | OKMUX vs ICPAX | |
| Kansas Municipal Fund | Municipal Bonds | 78 | 2.10% | — | Nov 1990 | OKMUX vs KSMUX | |
| Nebraska Municipal Fund | Municipal Bonds | 81 | 1.75% | — | Nov 1993 | OKMUX vs NEMUX | |
| Viking Tax-Free Fund For Montana | Municipal Bonds | 84 | 1.64% | — | Aug 1999 | OKMUX vs VMTTX | |
| Maine Municipal Fund | Municipal Bonds | 66 | 1.25% | — | Dec 1991 | OKMUX vs MEMUX |
Often Compared With OKMUX
Investors most often compare OKMUX with MUJ, NQP, NUV. These 9 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 | 44 | 4.64% | — | Mar 1998 | OKMUX vs MUJ | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | OKMUX vs NQP | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | OKMUX vs NUV | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | OKMUX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | OKMUX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | OKMUX vs DCARX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | OKMUX vs MQY | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | OKMUX vs MUC | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | OKMUX vs FXIEX |
Compare OKMUX with Any Fund or Stock
Compare OKMUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OKMUX with funds that move differently
Oklahoma Municipal Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OKMUX.
Explore OKMUX Diversifiers