Viking Tax-Free Fund For Montana (VMTTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VMTTX
VMTTX charges 0.98% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among VMTTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | VMTTX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | VMTTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | VMTTX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | VMTTX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | VMTTX vs FMBIX |
Best Risk-Adjusted Alternatives to VMTTX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | VMTTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | VMTTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | VMTTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | VMTTX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | VMTTX vs USMTX |
Top Performing VMTTX Alternatives (YTD)
VMTTX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | VMTTX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | VMTTX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | VMTTX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | VMTTX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | VMTTX vs NQP |
Lowest Volatility Alternatives to VMTTX
VMTTX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | VMTTX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | VMTTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | VMTTX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | VMTTX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | VMTTX vs BATVX |
Lowest Drawdown Alternatives to VMTTX
VMTTX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | VMTTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | VMTTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | VMTTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | VMTTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | VMTTX vs FHMIX |
Other Mutual Funds from IntegrityVikingFunds
Most popular IntegrityVikingFunds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 80 | 4.46% | May 1, 2012 | VMTTX vs IDIVX | |
| Integrity ESG Growth & Income Fund | Large Cap Blend Equities | 59 | -1.83% | Jan 3, 1995 | VMTTX vs IGIAX | |
| Integrity High Income Fund | High Yield Bonds | 87 | -1.31% | Apr 30, 2004 | VMTTX vs IHFAX | |
| Kansas Municipal Fund | Municipal Bonds | 38 | -0.42% | Nov 14, 1990 | VMTTX vs KSMUX | |
| Oklahoma Municipal Fund | Municipal Bonds | 41 | -0.81% | Sep 24, 1996 | VMTTX vs OKMUX | |
| Nebraska Municipal Fund | Municipal Bonds | 32 | -0.33% | Nov 16, 1993 | VMTTX vs NEMUX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 93 | 28.99% | Apr 4, 1999 | VMTTX vs ICPAX | |
| Viking Tax-Free Fund for North Dakota | Municipal Bonds | 35 | -0.40% | Aug 2, 1999 | VMTTX vs VNDFX | |
| Maine Municipal Fund | Municipal Bonds | 31 | -0.46% | Dec 4, 1991 | VMTTX vs MEMUX |
Often Compared With VMTTX
What investors most often compare with VMTTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | VMTTX vs DMREX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | VMTTX vs FGNSX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | VMTTX vs DCARX |
Compare VMTTX with Any Fund or Stock
Compare VMTTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.