OSTAX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to OSTAX

OSTAX charges 0.87% annually. There are 427 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LSMSX	Western Asset SMASh Series TF Fund	0.01%	—	Dec 2015	OSTAX vs LSMSX
NMTRX	Nuveen Municipal Total Return Managed Accounts	0.05%	—	May 2007	OSTAX vs NMTRX
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	—	Feb 2021	OSTAX vs FHMIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	OSTAX vs VTMFX
FSMUX	Strategic Advisers Municipal Bond Fund	0.06%	—	Jun 2021	OSTAX vs FSMUX

Best Risk-Adjusted Alternatives to OSTAX

OSTAX has a PortfoliosLab risk / return rank of 33. There are 449 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFSMX	DFA Short Term Municipal Bond Portfolio	100	—	Aug 2002	OSTAX vs DFSMX
ATOIX	abrdn Ultra Short Municipal Income Fund	100	—	Dec 2002	OSTAX vs ATOIX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	99	—	Apr 2022	OSTAX vs DFABX
FHMIX	Federated Hermes Conservative Municipal Microshort...	99	—	Feb 2021	OSTAX vs FHMIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	99	—	Apr 2016	OSTAX vs TFCYX

Top Performing OSTAX Alternatives (YTD)

OSTAX is at -0.12% YTD. There are 376 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.88%.

Symbol	Name	YTD Return	AUM	Inception
NMI	Nuveen Municipal Income Fund, Inc.	10.88%	—	Apr 1998	OSTAX vs NMI
NRK	Nuveen New York AMT Free Quality Municipal Income	6.63%	—	Nov 2002	OSTAX vs NRK
MIY	BlackRock MuniYield Michigan Quality Fund	5.90%	—	Oct 1992	OSTAX vs MIY
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	4.67%	12.30B	Sep 1994	OSTAX vs VTMFX
MUJ	BlackRock MuniHoldings New Jersey Quality Fund	3.83%	—	Mar 1998	OSTAX vs MUJ

Lowest Volatility Alternatives to OSTAX

OSTAX has 1.20% 1-year volatility. There are 25 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFSMX	DFA Short Term Municipal Bond Portfolio	0.54%	—	Aug 2002	OSTAX vs DFSMX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	0.57%	—	Apr 2022	OSTAX vs DFABX
DFCMX	DFA California Short Term Municipal Bond Portfolio	0.59%	—	Apr 2007	OSTAX vs DFCMX
USMSX	JPMorgan Ultra-Short Municipal Fund	0.63%	—	May 2016	OSTAX vs USMSX
USMTX	JPMorgan Ultra-Short Municipal Fund	0.65%	—	May 2016	OSTAX vs USMTX

Lowest Drawdown Alternatives to OSTAX

OSTAX has a 1-year max drawdown of -1.46%. There are 45 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
BATVX	BlackRock Allocation Target Shares	0.00%	—	May 2021	OSTAX vs BATVX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	-0.10%	—	Apr 2016	OSTAX vs TFCYX
ATOIX	abrdn Ultra Short Municipal Income Fund	-0.10%	—	Dec 2002	OSTAX vs ATOIX
FHMIX	Federated Hermes Conservative Municipal Microshort...	-0.10%	—	Feb 2021	OSTAX vs FHMIX
DFSMX	DFA Short Term Municipal Bond Portfolio	-0.11%	—	Aug 2002	OSTAX vs DFSMX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	6	-1.09%	—	Nov 2010	OSTAX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	OSTAX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	OSTAX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	28	3.73%	—	Aug 2018	OSTAX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	OSTAX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	OSTAX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	OSTAX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	OSTAX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	3.67%	—	Aug 2018	OSTAX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	OSTAX vs VHIAX

Often Compared With OSTAX

Investors most often compare OSTAX with SUB, SHM, DNYMX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SUB	iShares Short-Term National Muni Bond ETF	Municipal Bonds, Short-Term Bond	69	0.81%	11.33B	Nov 2008	OSTAX vs SUB
SHM	SPDR Nuveen Bloomberg Barclays Short Term Municipa...	Municipal Bonds	43	0.57%	3.47B	Oct 2007	OSTAX vs SHM
DNYMX	DFA NY Municipal Bond Portfolio	Municipal Bonds	99	1.21%	—	Jun 2015	OSTAX vs DNYMX
NJTFX	T. Rowe Price New Jersey Tax Free Bond Fund	Municipal Bonds	88	0.63%	—	Apr 1991	OSTAX vs NJTFX
PRMDX	T. Rowe Price Maryland Short-Term Tax-Free Bond Fu...	Municipal Bonds	55	0.67%	—	Jan 1993	OSTAX vs PRMDX
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	Municipal Bonds	19	0.90%	—	Dec 2017	OSTAX vs APUSX
DCARX	DFA California Municipal Real Return Portfolio	Municipal Bonds	89	1.76%	—	Oct 2017	OSTAX vs DCARX
BMN	Blackrock 2037 Municipal Target Term Trust	Municipal Bonds	20	-0.63%	—	Oct 2022	OSTAX vs BMN
FGNSX	Strategic Advisers Tax-Sensitive Short Duration Fu...	Municipal Bonds	95	0.82%	—	Dec 2017	OSTAX vs FGNSX
NPV	Nuveen Virginia Quality Municipal Income Fund	Municipal Bonds	16	1.08%	—	Mar 1993	OSTAX vs NPV
DMREX	DFA Municipal Real Return Portfolio	Municipal Bonds	92	1.98%	—	Nov 2014	OSTAX vs DMREX
FXIEX	PIMCO Fixed Income SHares: Series TE	Municipal Bonds	80	0.76%	—	Jun 2012	OSTAX vs FXIEX
MPA	BlackRock MuniYield Pennsylvania Quality Fund	Municipal Bonds	25	1.78%	—	Nov 1992	OSTAX vs MPA
NUV	Nuveen Municipal Value Fund Inc.	Municipal Bonds	60	2.63%	—	Apr 1987	OSTAX vs NUV
MUC	BlackRock MuniHoldings California Quality Fund	Municipal Bonds	43	3.62%	—	Feb 1998	OSTAX vs MUC
MQY	BlackRock MuniYield Quality Fund	Municipal Bonds	21	2.86%	—	Jul 1992	OSTAX vs MQY
AFB	AllianceBernstein National Municipal Income Fund	Municipal Bonds	56	3.80%	—	Nov 2001	OSTAX vs AFB

Compare OSTAX with Any Fund or Stock

Compare OSTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair OSTAX with funds that move differently

JPMorgan Short-Intermediate Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSTAX.

Explore OSTAX Diversifiers

JPMorgan Short-Intermediate Municipal Bond Fund (OSTAX) Alternatives