Pacific Capital Tax Free Securities Fund (PTXFX) 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 PTXFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTXFX
PTXFX charges 0.12% annually. There are 18 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 | PTXFX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | PTXFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | PTXFX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | PTXFX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | PTXFX vs FMBIX |
Best Risk-Adjusted Alternatives to PTXFX
PTXFX has a PortfoliosLab risk / return rank of 56. There are 401 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 | PTXFX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | PTXFX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | PTXFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | PTXFX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | PTXFX vs ATOIX |
Top Performing PTXFX Alternatives (YTD)
PTXFX is at 0.58% YTD. There are 449 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | PTXFX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | PTXFX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | PTXFX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.29% | — | Nov 2001 | PTXFX vs AFB | |
| BlackRock MuniHoldings New Jersey Quality Fund | 5.16% | — | Mar 1998 | PTXFX vs MUJ |
Lowest Volatility Alternatives to PTXFX
PTXFX has 2.53% 1-year volatility. There are 204 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 | PTXFX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | PTXFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | PTXFX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | PTXFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | PTXFX vs DFSMX |
Lowest Drawdown Alternatives to PTXFX
PTXFX has a 1-year max drawdown of -2.43%. There are 135 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 | PTXFX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | PTXFX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | PTXFX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | PTXFX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | PTXFX vs APUSX |
Other Mutual Funds from Pacific Capital
The 1 most viewed Pacific Capital mutual funds shown here include PTFSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pacific Capital Tax Free Short Intermediate Securi... | Municipal Bonds | — | — | — | Oct 1994 | PTXFX vs PTFSX |
Often Compared With PTXFX
Investors most often compare PTXFX with FGNSX, FXIEX, NQP. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | PTXFX vs FGNSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | PTXFX vs FXIEX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | PTXFX vs NQP | |
| BlackRock MuniYield Michigan Quality Fund | Municipal Bonds | 17 | 5.14% | — | Oct 1992 | PTXFX vs MIY | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | PTXFX vs NUV | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 26 | 4.52% | — | Nov 1992 | PTXFX vs MPA | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | PTXFX vs MUC |
Compare PTXFX with Any Fund or Stock
Compare PTXFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTXFX with funds that move differently
Pacific Capital Tax Free Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTXFX.
Explore PTXFX Diversifiers