Pacific Capital Tax Free Short Intermediate Securities Fund (PTFSX) 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 PTFSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTFSX
PTFSX charges 0.38% annually. There are 71 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 | PTFSX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | PTFSX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | PTFSX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | PTFSX vs FSMUX | |
| PIMCO Fixed Income SHares: Series TE | 0.07% | — | Jun 2012 | PTFSX vs FXIEX |
Best Risk-Adjusted Alternatives to PTFSX
Among 478 mutual funds in the Municipal Bonds category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | PTFSX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | PTFSX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | PTFSX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | PTFSX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | PTFSX vs ATOIX |
Top Performing PTFSX Alternatives (YTD)
Among 479 mutual funds in the Municipal Bonds category with YTD return data, the top-performing alternatives shown here go as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | PTFSX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | PTFSX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | PTFSX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | PTFSX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | PTFSX vs MIY |
Lowest Volatility Alternatives to PTFSX
Among 480 mutual funds in the Municipal Bonds category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | PTFSX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | PTFSX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | PTFSX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | PTFSX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | PTFSX vs DFSMX |
Lowest Drawdown Alternatives to PTFSX
Among 479 mutual funds in the Municipal Bonds category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | PTFSX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | PTFSX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | PTFSX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | PTFSX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | PTFSX vs TFCYX |
Other Mutual Funds from Pacific Capital
The 1 most viewed Pacific Capital mutual funds shown here include PTXFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pacific Capital Tax Free Securities Fund | Municipal Bonds | 65 | 0.99% | — | Oct 1994 | PTFSX vs PTXFX |
Often Compared With PTFSX
Investors most often compare PTFSX with FTHRX, DCARX, FMBIX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Intermediate Bond Fund | Total Bond Market | 26 | 0.15% | — | May 1975 | PTFSX vs FTHRX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | PTFSX vs DCARX | |
| Fidelity Municipal Bond Index Fund | Municipal Bonds | — | — | 0.00 | Jul 2019 | PTFSX vs FMBIX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | PTFSX vs DMREX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | PTFSX vs NQP | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | PTFSX vs FGNSX | |
| T. Rowe Price New Jersey Tax Free Bond Fund | Municipal Bonds | 88 | 1.94% | — | Apr 1991 | PTFSX vs NJTFX | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | PTFSX vs NUV | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | PTFSX vs MUC | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 22 | 3.87% | — | Nov 1992 | PTFSX vs MPA | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | PTFSX vs MUJ |
Compare PTFSX with Any Fund or Stock
Compare PTFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTFSX with funds that move differently
Pacific Capital Tax Free Short Intermediate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTFSX.
Explore PTFSX Diversifiers