Thornburg Intermediate Municipal Fund (THIMX) 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 THIMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THIMX
THIMX charges 0.77% annually. There are 363 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 | THIMX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | THIMX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | THIMX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | THIMX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | THIMX vs FSMUX |
Best Risk-Adjusted Alternatives to THIMX
THIMX has a PortfoliosLab risk / return rank of 84. There are 142 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 Municipal Bond Portfolio | 100 | — | Aug 2002 | THIMX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | THIMX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | THIMX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | THIMX vs FHMIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | THIMX vs DFCMX |
Top Performing THIMX Alternatives (YTD)
THIMX is at 1.68% YTD. There are 224 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.68% | — | Nov 2002 | THIMX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.10% | — | Apr 1998 | THIMX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 8.97% | — | Oct 1992 | THIMX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.95% | — | Nov 2001 | THIMX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.75% | — | Feb 1998 | THIMX vs MUC |
Lowest Volatility Alternatives to THIMX
THIMX has 2.24% 1-year volatility. There are 130 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | THIMX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | THIMX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | THIMX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | THIMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | THIMX vs USMTX |
Lowest Drawdown Alternatives to THIMX
THIMX has a 1-year max drawdown of -2.39%. There are 125 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 | THIMX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | THIMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | THIMX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | THIMX vs FHMIX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | THIMX vs DFABX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBIX, TIBAX, THOIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 16.85% | — | Dec 2002 | THIMX vs TIBIX | |
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 16.76% | — | Dec 2002 | THIMX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 89 | 10.95% | — | Jul 2006 | THIMX vs THOIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 64 | 0.88% | — | Dec 2007 | THIMX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 24 | 4.94% | — | Sep 2015 | THIMX vs TBWIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 57 | 11.16% | — | May 1998 | THIMX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 88 | 2.14% | — | Mar 2009 | THIMX vs TSSIX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 65 | 0.86% | — | Sep 1984 | THIMX vs LTMFX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 14 | 11.26% | — | Jan 2007 | THIMX vs TINGX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 20 | 13.70% | — | Oct 1995 | THIMX vs TVAFX |
Often Compared With THIMX
Investors most often compare THIMX with TGVIX, THDIX, LTCAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare THIMX with Any Fund or Stock
Compare THIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THIMX with funds that move differently
Thornburg Intermediate Municipal Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THIMX.
Explore THIMX Diversifiers