Carret Kansas Tax - Exempt Bond Fund (SEKSX) 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 SEKSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SEKSX
SEKSX charges 0.48% annually. There are 130 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 | SEKSX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | SEKSX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | SEKSX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | SEKSX vs FSMUX | |
| PIMCO Fixed Income SHares: Series TE | 0.07% | — | Jun 2012 | SEKSX vs FXIEX |
Best Risk-Adjusted Alternatives to SEKSX
SEKSX has a PortfoliosLab risk / return rank of 66. There are 261 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 | SEKSX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | SEKSX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | SEKSX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | SEKSX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | SEKSX vs ATOIX |
Top Performing SEKSX Alternatives (YTD)
SEKSX is at 0.75% YTD. There are 420 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 | SEKSX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | SEKSX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | SEKSX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.29% | — | Nov 2001 | SEKSX vs AFB | |
| BlackRock MuniHoldings New Jersey Quality Fund | 5.16% | — | Mar 1998 | SEKSX vs MUJ |
Lowest Volatility Alternatives to SEKSX
SEKSX has 1.96% 1-year volatility. There are 92 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 | SEKSX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SEKSX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SEKSX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | SEKSX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | SEKSX vs DFSMX |
Lowest Drawdown Alternatives to SEKSX
SEKSX has a 1-year max drawdown of -2.49%. There are 150 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 | SEKSX vs BATVX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | SEKSX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | SEKSX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | SEKSX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | SEKSX vs ATOIX |
Often Compared With SEKSX
Investors most often compare SEKSX with FMBIX, MIY. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Municipal Bond Index Fund | Municipal Bonds | — | — | 0.00 | Jul 2019 | SEKSX vs FMBIX | |
| BlackRock MuniYield Michigan Quality Fund | Municipal Bonds | 17 | 5.14% | — | Oct 1992 | SEKSX vs MIY |
Compare SEKSX with Any Fund or Stock
Compare SEKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SEKSX with funds that move differently
Carret Kansas Tax - Exempt Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEKSX.
Explore SEKSX Diversifiers