JPMorgan Short-Intermediate Municipal Bond Fund (OSTAX) Alternatives
JPMorgan Short-Intermediate Municipal Bond Fund (OSTAX) 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 OSTAX. 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 OSTAX
OSTAX charges 0.87% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among OSTAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | OSTAX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | OSTAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | OSTAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | OSTAX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | OSTAX vs FMBIX |
Best Risk-Adjusted Alternatives to OSTAX
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 | OSTAX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | OSTAX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | OSTAX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | OSTAX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | OSTAX vs USMTX |
Top Performing OSTAX Alternatives (YTD)
OSTAX 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 | OSTAX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | OSTAX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | OSTAX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | OSTAX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | OSTAX vs NQP |
Lowest Volatility Alternatives to OSTAX
OSTAX 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 | OSTAX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | OSTAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | OSTAX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | OSTAX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | OSTAX vs BATVX |
Lowest Drawdown Alternatives to OSTAX
OSTAX 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 | OSTAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | OSTAX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | OSTAX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | OSTAX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | OSTAX vs FHMIX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | OSTAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | OSTAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | OSTAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | OSTAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | OSTAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | OSTAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | OSTAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | OSTAX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | OSTAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | OSTAX vs VHIAX |
Often Compared With OSTAX
What investors most often compare with OSTAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Short-Term National Muni Bond ETF | Municipal Bonds | 92 | 0.23% | Nov 5, 2008 | OSTAX vs SUB | |
| SPDR Nuveen Bloomberg Barclays Short Term Municipa... | Municipal Bonds | 81 | 0.11% | Oct 10, 2007 | OSTAX vs SHM | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | OSTAX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | OSTAX vs DMREX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | OSTAX vs FGNSX | |
| Blackrock 2037 Municipal Target Term Trust | Municipal Bonds | 27 | 0.14% | Oct 28, 2022 | OSTAX vs BMN |
Compare OSTAX with Any Fund or Stock
Compare OSTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.