Columbia Intermediate Municipal Bond Fund (SETMX) 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 SETMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SETMX
SETMX charges 0.40% annually. There are 76 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 | SETMX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SETMX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | SETMX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | SETMX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | SETMX vs FSMUX |
Best Risk-Adjusted Alternatives to SETMX
SETMX has a PortfoliosLab risk / return rank of 76. There are 159 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 | SETMX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | SETMX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | SETMX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | SETMX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | SETMX vs DFSMX |
Top Performing SETMX Alternatives (YTD)
SETMX is at 1.42% YTD. There are 277 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 | SETMX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | SETMX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.81% | — | Nov 2001 | SETMX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.99% | — | Mar 1993 | SETMX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | SETMX vs MIY |
Lowest Volatility Alternatives to SETMX
SETMX has 2.11% 1-year volatility. There are 107 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 | SETMX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | SETMX vs USMSX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | SETMX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | SETMX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | SETMX vs DFSMX |
Lowest Drawdown Alternatives to SETMX
SETMX has a 1-year max drawdown of -2.38%. There are 121 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 | SETMX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | SETMX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | SETMX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | SETMX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | SETMX vs TFCYX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 53.68% | — | Jun 1983 | SETMX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 77 | 9.24% | — | Mar 1998 | SETMX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 77 | 9.33% | — | Nov 2012 | SETMX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 75 | 9.12% | — | Nov 2002 | SETMX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 95 | 52.60% | — | May 1994 | SETMX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 24.58% | — | Nov 2000 | SETMX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 24.72% | — | Nov 2000 | SETMX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 40 | 6.74% | — | Dec 1992 | SETMX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 44 | 4.54% | — | Sep 1991 | SETMX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 22 | -0.35% | — | Mar 2008 | SETMX vs COSZX |
Often Compared With SETMX
Investors most often compare SETMX with FGNSX, MUJ, FXIEX. These 3 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 | 97 | 0.77% | — | Dec 2017 | SETMX vs FGNSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 58 | 5.53% | — | Mar 1998 | SETMX vs MUJ | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 77 | 1.81% | — | Jun 2012 | SETMX vs FXIEX |
Compare SETMX with Any Fund or Stock
Compare SETMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SETMX with funds that move differently
Columbia Intermediate Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SETMX.
Explore SETMX Diversifiers