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 425 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 | OSTAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | OSTAX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | OSTAX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | OSTAX vs NMTRX | |
| 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 65. There are 393 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 | OSTAX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | OSTAX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | OSTAX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | OSTAX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | OSTAX vs DFSMX |
Top Performing OSTAX Alternatives (YTD)
OSTAX is at 0.55% YTD. There are 461 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 12.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 12.91% | — | Apr 1998 | OSTAX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | OSTAX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.81% | — | Nov 2001 | OSTAX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.99% | — | Mar 1993 | OSTAX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | OSTAX vs MIY |
Lowest Volatility Alternatives to OSTAX
OSTAX has 1.15% 1-year volatility. There are 27 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 | OSTAX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | OSTAX vs USMSX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | OSTAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | OSTAX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | OSTAX vs DFSMX |
Lowest Drawdown Alternatives to OSTAX
OSTAX has a 1-year max drawdown of -1.46%. There are 46 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 | OSTAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | OSTAX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | OSTAX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | OSTAX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | OSTAX vs TFCYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 3.53% | — | Nov 2010 | OSTAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | OSTAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | OSTAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | OSTAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | OSTAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | OSTAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | OSTAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | OSTAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | OSTAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | OSTAX vs VHIAX |
Often Compared With OSTAX
Investors most often compare OSTAX with SUB, SHM, NJTFX. These 14 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare OSTAX with Any Fund or Stock
Compare OSTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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