Viking Tax-Free Fund For Montana (VMTTX) 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 VMTTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMTTX
VMTTX charges 0.98% annually. There are 440 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 | VMTTX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | VMTTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | VMTTX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | VMTTX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | VMTTX vs FMBIX |
Best Risk-Adjusted Alternatives to VMTTX
VMTTX has a PortfoliosLab risk / return rank of 84. There are 40 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 | VMTTX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | VMTTX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | VMTTX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | VMTTX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | VMTTX vs ATOIX |
Top Performing VMTTX Alternatives (YTD)
VMTTX is at 1.64% YTD. There are 203 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 | VMTTX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | VMTTX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | VMTTX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | VMTTX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | VMTTX vs MIY |
Lowest Volatility Alternatives to VMTTX
VMTTX has 2.23% 1-year volatility. There are 132 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 | VMTTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | VMTTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | VMTTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | VMTTX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | VMTTX vs DFSMX |
Lowest Drawdown Alternatives to VMTTX
VMTTX has a 1-year max drawdown of -2.27%. There are 102 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 | VMTTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | VMTTX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | VMTTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | VMTTX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | VMTTX vs TFCYX |
Other Mutual Funds from IntegrityVikingFunds
The 9 most viewed IntegrityVikingFunds mutual funds shown here include IDIVX, IGIAX, OKMUX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 94 | 16.77% | — | May 2012 | VMTTX vs IDIVX | |
| Integrity ESG Growth & Income Fund | Large Cap Blend Equities | 89 | 26.41% | — | Jan 1995 | VMTTX vs IGIAX | |
| Oklahoma Municipal Fund | Municipal Bonds | 74 | 1.43% | — | Sep 1996 | VMTTX vs OKMUX | |
| Integrity High Income Fund | High Yield Bonds | 77 | 1.36% | — | Apr 2004 | VMTTX vs IHFAX | |
| Viking Tax-Free Fund for North Dakota | Municipal Bonds | 80 | 1.85% | — | Aug 1999 | VMTTX vs VNDFX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 83 | 29.32% | — | Apr 1999 | VMTTX vs ICPAX | |
| Kansas Municipal Fund | Municipal Bonds | 78 | 2.10% | — | Nov 1990 | VMTTX vs KSMUX | |
| Nebraska Municipal Fund | Municipal Bonds | 81 | 1.75% | — | Nov 1993 | VMTTX vs NEMUX | |
| Maine Municipal Fund | Municipal Bonds | 66 | 1.25% | — | Dec 1991 | VMTTX vs MEMUX |
Often Compared With VMTTX
Investors most often compare VMTTX with MPA, DMREX, FGNSX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 22 | 3.87% | — | Nov 1992 | VMTTX vs MPA | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | VMTTX vs DMREX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | VMTTX vs FGNSX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | VMTTX vs NQP | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | VMTTX vs NUV | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | VMTTX vs DCARX | |
| T. Rowe Price New Jersey Tax Free Bond Fund | Municipal Bonds | 88 | 1.94% | — | Apr 1991 | VMTTX vs NJTFX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | VMTTX vs MQY | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | VMTTX vs MUC | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | VMTTX vs FXIEX |
Compare VMTTX with Any Fund or Stock
Compare VMTTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMTTX with funds that move differently
Viking Tax-Free Fund For Montana alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMTTX.
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