Sierra Tactical Municipal Fund (STMYX) belongs to the High Yield Muni category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STMYX
STMYX charges 0.92% annually. There are 43 mutual funds in the High Yield Muni category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard High-Yield Tax-Exempt Fund Admiral Shares | 0.09% | 17.60B | Nov 2001 | STMYX vs VWALX | |
| BlackRock Allocation Target Shares Series E Portfo... | 0.11% | — | Aug 2014 | STMYX vs BATEX | |
| Vanguard High-Yield Tax-Exempt Fund Investor Share... | 0.17% | 17.60B | Dec 1978 | STMYX vs VWAHX | |
| Eaton Vance High Yield Municipal Income Fund Class... | 0.18% | — | May 2007 | STMYX vs EWHYX | |
| American High-Income Municipal Bond Fund Class F-3 | 0.31% | — | Jan 2017 | STMYX vs HIMFX |
Best Risk-Adjusted Alternatives to STMYX
STMYX has a PortfoliosLab risk / return rank of 74. There are 42 mutual funds in the High Yield Muni category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Tax Free High Yield Fund | 96 | — | Feb 1985 | STMYX vs PRFHX | |
| Federated Hermes Municipal High Yield Advtg Fd | 95 | — | Apr 1987 | STMYX vs FHTFX | |
| Invesco Short Duration High Yield Municipal Fund | 95 | — | Sep 2015 | STMYX vs ISHYX | |
| Columbia High Yield Municipal Fund | 94 | — | Mar 1984 | STMYX vs SRHMX | |
| Allspring High Yield Municipal Bond Fund | 93 | — | Jan 2013 | STMYX vs WHYIX |
Top Performing STMYX Alternatives (YTD)
STMYX is at 2.20% YTD. There are 45 mutual funds in the High Yield Muni category with higher YTD returns, going as high as 6.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal High Income Opportunity Fund | 6.50% | — | Nov 2003 | STMYX vs NMZ | |
| Eaton Vance High Yield Municipal Income Fund Class... | 3.93% | — | May 2007 | STMYX vs EWHYX | |
| Nuveen High Yield Municipal Bond Fund Class R6 | 3.83% | — | Jun 2016 | STMYX vs NHMFX | |
| Columbia High Yield Municipal Fund | 3.80% | — | Mar 1984 | STMYX vs SRHMX | |
| BlackRock Allocation Target Shares Series E Portfo... | 3.77% | — | Aug 2014 | STMYX vs BATEX |
Lowest Volatility Alternatives to STMYX
STMYX has 2.63% 1-year volatility. There are 6 mutual funds in the High Yield Muni category with lower 1-year volatility, going as low as 2.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Managed Municipal Income Fund | 2.07% | — | Mar 2017 | STMYX vs RWMIX | |
| Lord Abbett Short Duration High Income Municipal B... | 2.07% | — | Jun 2015 | STMYX vs SDHIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | 2.23% | — | Jan 2013 | STMYX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | 2.29% | — | Sep 2015 | STMYX vs ISHYX | |
| Counterpoint Tactical Municipal Fund | 2.58% | — | Jun 2018 | STMYX vs TMNIX |
Lowest Drawdown Alternatives to STMYX
STMYX has a 1-year max drawdown of -2.55%. There are 7 mutual funds in the High Yield Muni category with shallower 1-year drawdowns, going as shallow as -1.71%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Eagle Short Duration High Yield Municipal Fu... | -1.71% | — | Feb 2024 | STMYX vs FDUAX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | -1.79% | — | Jan 2013 | STMYX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | -1.89% | — | Sep 2015 | STMYX vs ISHYX | |
| abrdn Short Duration High Yield Municipal Fund | -1.98% | — | May 2013 | STMYX vs AHYMX | |
| Lord Abbett Short Duration High Income Municipal B... | -2.08% | — | Jun 2015 | STMYX vs SDHIX |
Other Mutual Funds from Sierra Trust
The 1 most viewed Sierra Trust mutual funds shown here include SIRIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sierra Tactical All Asset Fund | Tactical Allocation | 39 | 4.11% | — | Dec 2007 | STMYX vs SIRIX |
Often Compared With STMYX
Investors most often compare STMYX with FQTHX, DHMBX, AMHIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare STMYX with Any Fund or Stock
Compare STMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STMYX with funds that move differently
Sierra Tactical Municipal Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STMYX.
Explore STMYX Diversifiers