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 423 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 63. There are 426 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 | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | OSTAX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | OSTAX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | OSTAX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | OSTAX vs FHMIX |
Top Performing OSTAX Alternatives (YTD)
OSTAX is at 0.57% YTD. There are 455 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.97% | — | Apr 1998 | OSTAX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.93% | — | Nov 2002 | OSTAX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.42% | — | Oct 1992 | OSTAX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.33% | — | Nov 2001 | OSTAX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 7.11% | — | Feb 1998 | OSTAX vs MUC |
Lowest Volatility Alternatives to OSTAX
OSTAX has 1.14% 1-year volatility. There are 24 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | OSTAX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.56% | — | Aug 2002 | OSTAX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | OSTAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | OSTAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | 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 | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | OSTAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | OSTAX vs ATOIX | |
| 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 | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | OSTAX vs DFABX |
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 | 10 | 2.72% | — | Nov 2010 | OSTAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 2.58% | — | Feb 1992 | OSTAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 2.45% | — | Feb 1994 | OSTAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 3.00% | — | Aug 2018 | OSTAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.51% | — | Jul 1987 | OSTAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.17% | — | Dec 2013 | OSTAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.24% | — | Jun 2014 | OSTAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 5.18% | — | Sep 1993 | OSTAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.87% | — | Aug 2018 | OSTAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 2.01% | — | Oct 1999 | OSTAX vs VHIAX |
Often Compared With OSTAX
Investors most often compare OSTAX with SUB, SHM, DNYMX. These 16 comparison targets span 2 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