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Muni National Short: Total Returns

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Data through 8/21/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Muni National Short 0.28 2.16 0.63 0.49 0.92 0.99
AB Intermediate Diversified Muni A AIDAX 0.35 3.35 0.93 0.04 1.70 1.55
AB Intermediate Diversified Muni B AIDBX 0.28 2.82 0.72 -0.75 0.92 0.78
AB Intermediate Diversified Muni Adv AIDYX 0.37 3.52 0.99 0.29 --- ---
AB Intermediate Diversified Muni C AIMCX 0.29 2.93 0.74 -0.71 0.95 0.82
Invesco Limited Term Municipal Income A2 AITFX 0.34 3.20 0.93 0.55 1.77 2.07
American Funds Shrt-Term Tx-Exmpt Bd A ASTEX 0.29 2.07 0.61 0.68 0.78 0.82
American Funds Shrt-Term Tx-Exmpt Bd F2 ASTFX 0.30 2.09 0.61 0.70 0.81 0.85
Invesco Limited Term Municipal Income A ATFAX 0.32 3.04 0.87 0.30 1.51 1.82
Invesco Limited Term Municipal Income C ATFCX 0.34 2.59 0.76 -0.36 0.77 ---
Invesco Limited Term Municipal Income R5 ATFIX 0.43 3.29 1.02 0.55 1.79 2.10
Invesco Limited Term Municipal Income R6 ATFSX 0.35 --- 0.80 --- --- ---
Invesco Limited Term Municipal Income Y ATFYX 0.43 3.29 1.02 0.63 1.77 2.09
Alpine Ultra Short Municipal Inc A ATOAX 0.06 0.50 0.27 0.59 0.43 0.36
Alpine Ultra Short Municipal Inc Instl ATOIX 0.08 0.66 0.23 0.84 0.68 0.60
AB Municipal Bond Inflation Strategy A AUNAX 0.34 2.83 0.65 2.14 0.79 0.90
AB Municipal Bond Inflation Strategy C AUNCX 0.28 2.32 0.46 1.38 0.04 0.17
AB Municipal Bond Inflation Strategy 1 AUNOX 0.35 2.86 0.70 2.22 0.92 1.06
AB Municipal Bond Inflation Strategy 2 AUNTX 0.36 3.02 0.73 2.42 1.06 1.18
AB Municipal Bond Inflation Strategy Adv AUNYX 0.35 2.89 0.71 2.39 1.02 1.16
BMO Short Tax-Free A BASFX 0.18 2.19 0.58 0.85 1.29 ---
BMO Ultra Short Tax-Free A BAUSX 0.05 0.75 0.17 0.78 0.51 ---
Brown Advisory Tax Exempt Bond Investor BIAEX 0.36 3.64 1.29 0.17 2.37 2.08
Baird Short-Term Municipal Bond Instl BTMIX 0.34 2.84 0.81 1.46 --- ---
Baird Short-Term Municipal Bond Investor BTMSX 0.42 2.66 0.85 1.18 --- ---
Capital Group Core Municipal CCMPX 0.46 3.36 1.09 0.53 1.71 1.80
Virtus Seix Short-Term Municipal Bond I CMDTX 0.26 1.66 0.40 0.68 0.77 0.94
Columbia Short Term Muni Bd R5 CNNRX 0.31 1.96 0.63 0.88 0.90 ---
Columbia Short Term Muni Bd R4 CSMTX 0.30 1.99 0.61 0.88 0.83 ---
Columbia Short Term Muni Bd Y CSMYX 0.22 --- 0.55 --- --- ---
Capital Group Short-Term Municipal CSTMX 0.33 2.46 0.79 0.78 0.98 1.01
DFA Short Term Municipal Bond I DFSMX 0.17 1.77 0.34 0.35 0.89 0.78
Wells Fargo Strategic Municipal Bd C DHICX 0.40 2.41 0.87 0.41 1.02 1.46
Dreyfus Short-Intermediate Muni Bd I DIMIX 0.41 2.53 0.62 0.54 0.96 1.01
Dreyfus Short-Intermediate Muni Bd A DMBAX 0.39 2.36 0.55 0.29 0.70 0.76
Dreyfus Short-Intermediate Muni Bd Y DMYBX 0.41 2.53 0.62 0.54 0.96 ---
Dreyfus Short-Intermediate Muni Bd D DSIBX 0.32 2.39 0.59 0.44 0.86 0.91
Eaton Vance TABS Short-Term Muni Bd A EABSX 0.30 2.93 0.72 -0.02 1.24 1.28
Eaton Vance TABS 1to10 Year Ldrd Mn Bd A EALBX 0.29 3.68 0.99 0.32 --- ---
Eaton Vance TABS Short-Term Muni Bd C ECBSX 0.24 2.44 0.53 -0.68 0.49 0.54
Eaton Vance TABS 1to10 Year Ldrd Mn Bd C ECLBX 0.23 3.18 0.80 -0.43 --- ---
Eaton Vance TABS Short-Term Muni Bd I EIBSX 0.32 3.09 0.79 0.23 1.46 1.53
Eaton Vance TABS 1to10 Year Ldrd Mn Bd I EILBX 0.32 3.84 1.06 0.58 --- ---
Eaton Vance Floating-Rate Muni Inc I EILMX 0.08 0.87 0.33 0.86 0.44 0.17
Eaton Vance Short Duration Muni Opps I EMAIX 0.79 4.60 1.58 1.11 2.67 2.24
Manning & Napier Diversified TE Series EXDVX 0.27 3.25 0.86 0.22 1.22 0.97
Eaton Vance Floating-Rate Muni Inc A EXFLX 0.17 0.78 0.30 0.81 0.32 0.04
Eaton Vance Short Duration Muni Opps A EXMAX 0.88 4.50 1.54 0.98 2.52 2.09
Eaton Vance Short Duration Muni Opps C EZMAX 0.85 4.04 1.40 0.28 1.79 1.35
Fidelity Advisor® Municipal Inc 2019 I FACIX 0.27 1.87 0.47 0.22 1.31 1.76
Nuveen Limited Term Municipal Bond C FAFJX 0.44 2.98 0.87 -0.49 0.79 ---
Fidelity Advisor® Municipal Inc 2019 A FAPAX 0.25 1.70 0.41 -0.03 1.05 1.51
Fidelity Advisor® Ltd Term Muni Inc A FASHX 0.28 2.56 0.66 0.21 0.90 0.96
Fidelity® Conservative Inc Muni Bd FCRDX 0.17 1.03 0.31 0.70 0.54 ---
Fidelity Advisor® Ltd Term Muni Inc C FCSHX 0.22 2.08 0.48 -0.53 0.15 0.21
Franklin Federal Limited-Term T/F Inc A FFTFX 0.16 1.09 0.30 0.31 0.51 0.67
Franklin Federal Limited-Term T/F Inc R6 FFTRX --- --- --- --- --- ---
Fidelity Advisor® Ltd Term Muni Inc I FISHX 0.31 2.74 0.82 0.47 1.16 1.22
Nuveen Limited Term Municipal Bond C2 FLTCX 0.47 3.32 0.89 -0.05 1.12 1.24
Nuveen Limited Term Municipal Bond A FLTDX 0.50 3.57 0.99 0.24 1.50 1.58
American Funds Limited Term Tx-Ex B F3 FLTEX 0.45 --- 1.17 --- --- ---
Nuveen Limited Term Municipal Bond I FLTRX 0.52 3.69 1.13 0.50 1.70 1.79
Fidelity® Municipal Income 2019 FMCFX 0.27 1.87 0.47 0.22 1.31 1.76
Fidelity® Conservative Inc Muni Bd Instl FMNDX 0.18 1.09 0.34 0.80 0.64 ---
Federated Shrt-Interm Dur Muni Trust A FMTAX 0.27 1.97 0.53 0.40 0.51 0.70
Federated Municipal Ultrashort Instl FMUSX 0.19 0.95 0.37 1.07 0.63 0.68
Federated Municipal Ultrashort A FMUUX 0.15 0.66 0.25 0.62 0.18 0.23
Nuveen Short Term Municipal Bond A FSHAX 0.27 1.82 0.53 0.46 0.70 0.91
Federated Shrt-Interm Dur Muni Trust Ins FSHIX 0.22 2.20 0.65 0.90 0.98 1.18
Federated Shrt-Interm Dur Muni Trust Svc FSHSX 0.30 2.14 0.59 0.66 0.77 0.95
Nuveen Short Term Municipal Bond I FSHYX 0.28 1.93 0.58 0.74 0.92 1.13
Fidelity® Limited Term Municipal Income FSTFX 0.31 2.79 0.74 0.54 1.23 1.29
American Funds Shrt-Term Tx-Exmpt Bd F1 FSTTX 0.27 1.92 0.55 0.45 0.56 0.59
Franklin Federal Lmtd-Term T/F Inc Adv FTFZX 0.18 1.09 0.34 0.46 0.63 0.80
Fidelity Advisor® Ltd Term Muni Inc M FTSHX 0.29 2.59 0.67 0.24 0.94 1.00
Goldman Sachs Short Dur T/F Investor GDIRX 0.39 2.41 0.80 0.94 1.24 1.08
Goldman Sachs Short Dur T/F A GSDTX 0.37 2.24 0.74 0.69 0.98 0.83
Goldman Sachs Short Dur T/F Instl GSDUX 0.30 2.34 0.72 0.89 1.31 1.14
Goldman Sachs Short Dur T/F Svc GSFSX 0.26 2.11 0.69 0.39 0.80 0.64
Goldman Sachs Short Dur T/F C GSTCX 0.34 1.99 0.64 0.29 0.58 0.41
Glenmede Short Term Tax Aware Fixed Inc GTAWX 0.16 1.62 0.38 0.53 --- ---
Glenmede Municipal Intermediate GTCMX 0.33 3.74 1.07 0.74 1.98 1.83
Hartford Municipal Short Duration A HMJAX 0.29 2.70 0.81 0.48 --- ---
Hartford Municipal Short Duration C HMJCX 0.27 2.45 0.70 0.07 --- ---
Hartford Municipal Short Duration F HMJFX 0.41 --- 0.87 --- --- ---
Hartford Municipal Short Duration I HMJIX 0.31 2.85 0.86 0.72 --- ---
JPMorgan Short-Interm Muncpl Bd I JIMIX 0.22 2.88 0.83 0.19 1.41 1.26
JPMorgan Tax Aware Income Opports A JTAAX 0.14 2.16 0.55 1.15 1.12 1.01
JPMorgan Tax Aware Income Opports C JTACX 0.20 1.88 0.53 0.71 0.51 0.40
JPMorgan Tax Aware Income Opports I JTASX 0.26 2.41 0.71 1.47 1.30 1.16
Lord Abbett Short Duration Tax Free I LISDX 0.30 2.39 0.64 0.33 1.00 1.06
Lord Abbett Short Duration Tax Free A LSDAX 0.28 2.27 0.59 0.19 0.80 0.86
Lord Abbett Short Duration Tax Free C LSDCX 0.23 1.87 0.44 -0.48 0.18 0.22
Lord Abbett Short Duration Tax Free F LSDFX 0.29 2.33 0.62 0.23 0.88 0.95
Lord Abbett Short Duration Tax Free F3 LSDOX 0.36 --- 0.71 --- --- ---
Lord Abbett Short Duration Tax Free T LSHTX --- --- --- --- --- ---
American Funds Ltd-Term Tx-Ex Bd A LTEBX 0.42 3.08 1.10 0.67 1.50 1.73
American Funds LtdTerm TxEx Bd F2 LTEFX 0.44 3.19 1.14 0.85 1.67 1.90
Thornburg Limited-Term Muni C LTMCX 0.31 2.89 0.76 -0.06 1.14 1.28
Thornburg Limited-Term Muni A LTMFX 0.26 3.05 0.82 0.18 1.35 1.51
Thornburg Limited-Term Muni Inst LTMIX 0.35 3.33 0.97 0.56 1.69 1.85
American Funds Ltd-Term Tx-Ex Bd C LTXCX 0.36 2.60 0.90 -0.08 0.74 0.97
American Funds LtdTerm TxEx Bd F1 LTXFX 0.41 3.03 1.08 0.59 1.42 1.64
BlackRock Short-Term Municipal Instl MALMX 0.17 1.31 0.31 0.35 0.50 0.49
BlackRock Short-Term Municipal Inv A1 MDLMX 0.16 1.34 0.29 0.25 0.42 0.39
BlackRock Short-Term Municipal Inv A MELMX 0.15 1.25 0.25 0.10 0.26 0.23
BlackRock Short-Term Municipal Inv C MFLMX 0.10 0.71 0.10 -0.66 -0.52 -0.55
Deutsche Short-Term Municipal Bond Instl MGSMX 0.22 1.98 0.50 0.82 0.97 0.98
BNY Mellon Natl Short Term Muni Bd Inv MINSX 0.30 1.66 0.51 0.43 0.46 0.41
BlackRock Short-Term Municipal K MPLMX 0.17 1.44 0.32 0.39 0.54 0.49
BNY Mellon Natl Short Term Muni Bd M MPSTX 0.24 1.74 0.49 0.61 0.68 0.63
BMO Short Tax-Free I MTFIX 0.29 2.28 0.62 1.00 1.47 ---
MFS Municipal Limited Maturity B MTLBX 0.34 2.96 0.82 0.15 1.09 0.87
MFS Municipal Limited Maturity C MTLCX 0.33 2.89 0.79 0.05 0.98 0.77
MFS Municipal Limited Maturity A MTLFX 0.39 3.43 0.99 0.88 1.88 1.62
MFS Municipal Limited Maturity I MTLIX 0.40 3.53 1.03 1.03 1.99 1.77
BMO Ultra Short Tax-Free I MUISX 0.07 0.91 0.33 1.02 0.76 0.85
Nuveen Short Term Municipal Bond C NAAEX 0.21 1.31 0.34 -0.31 0.09 ---
US Global Investors Near-Term Tax Free NEARX 0.10 1.61 0.30 -0.08 0.97 1.37
Northern Short-Intermediate Tax-Exempt NSITX 0.28 2.13 0.58 0.20 0.95 0.93
Columbia Short Term Muni Bd Z NSMIX 0.20 1.89 0.50 0.69 0.80 0.83
Columbia Short Term Muni Bd A NSMMX 0.28 1.73 0.54 0.54 0.55 0.58
Columbia Short Term Muni Bd C NSMUX 0.22 1.35 0.35 -0.12 -0.16 -0.15
Nuveen Short Term Municipal Bond C2 NSVCX 0.25 1.56 0.45 0.10 0.35 0.58
Oppenheimer Rochester® Short Term Muni C ORSCX 0.34 1.86 0.47 0.76 1.01 1.15
Oppenheimer Rochester® Short Term Muni A ORSTX 0.40 2.35 0.66 1.53 1.77 1.92
Oppenheimer Rochester® Short Term Muni Y ORSYX 0.42 2.51 0.72 1.78 2.02 2.18
JPMorgan Short-Interm Muncpl Bd A OSTAX 0.28 2.62 0.72 -0.19 0.92 0.79
T. Rowe Price Tax-Free Shrt-Interm Adv PATIX 0.26 2.49 0.61 0.14 0.81 0.87
PNC Tax-Exempt Ltd Maturity Bond A PDLAX 0.39 2.72 0.68 0.31 0.98 0.94
PNC Tax-Exempt Ltd Maturity Bond I PDLIX 0.31 2.91 0.75 0.59 1.26 1.20
T. Rowe Price Tax-Free Shrt-Interm PRFSX 0.28 2.70 0.69 0.48 1.22 1.23
PIMCO Short-Duration Muni Income A PSDAX 0.33 2.30 0.64 0.69 0.70 0.63
PIMCO Short-Duration Muni Income C PSDCX 0.30 2.11 0.57 0.38 0.40 0.34
PIMCO Short-Duration Muni Income D PSDDX 0.33 2.30 0.64 0.69 0.70 0.63
PIMCO Short-Duration Muni Income Inst PSDIX 0.36 2.56 0.75 1.09 1.10 1.03
PIMCO Short-Duration Muni Income P PSDPX 0.35 2.49 0.72 0.99 1.00 0.93
Putnam Short-Term Municipal Income A PSMEX 0.18 1.73 0.48 0.53 0.61 ---
Putnam Short-Term Municipal Income B PSMFX 0.17 1.61 0.43 0.43 0.41 ---
Putnam Short-Term Municipal Income M PSMMX 0.18 1.71 0.46 0.58 0.57 ---
Putnam Short-Term Municipal Income C PSMTX 0.13 1.26 0.39 -0.05 0.03 ---
Putnam Short-Term Municipal Income Y PSMYX 0.20 1.90 0.64 0.89 0.87 ---
Pacific Capital Tx-Fr Shrt Interm Secs Y PTFSX 0.30 2.42 0.62 0.35 1.18 1.08
Bernstein Short Duration Divers Muni SDDMX 0.21 1.23 0.31 0.50 0.44 0.41
American Funds Shrt-Term Tx-Exmpt F3 SFTEX 0.31 --- 0.64 --- --- ---
Western Asset Short Duration Muni Inc A SHDAX 0.10 1.55 0.49 0.36 0.65 0.80
Western Asset Short Duration Muni Inc C SHDLX 0.26 1.32 0.40 0.01 0.30 0.44
Western Asset Short Duration Muni Inc A2 SHDQX 0.27 1.28 0.41 0.07 --- ---
SEI Short Duration Municipal Y (STET) SHYMX 0.10 1.13 0.34 0.52 --- ---
Wells Fargo Ultra Shrt-Term Muni IncInst SMAIX 0.18 1.04 0.35 0.51 0.56 0.58
Wells Fargo Ultra Shrt-Term Muni Inc A SMAVX 0.16 0.85 0.28 0.21 0.26 0.24
Western Asset Short Duration Muni Inc I SMDYX 0.10 1.59 0.50 0.43 0.73 0.88
Virtus Seix Short-Term Municipal Bond A SMMAX 0.15 1.60 0.36 0.45 0.58 0.77
AB Diversified Municipal SNDPX 0.37 3.53 1.00 0.30 1.98 1.81
Deutsche Short-Term Municipal Bond A SRMAX 0.20 1.82 0.43 0.57 0.72 0.73
Deutsche Short-Term Municipal Bond C SRMCX 0.14 1.24 0.24 -0.28 -0.03 -0.02
Deutsche Short-Term Municipal Bond S SRMSX 0.21 1.82 0.47 0.62 0.87 0.86
JPMorgan Short-Interm Muncpl Bd C STMCX 0.14 2.30 0.58 -0.69 0.41 0.28
Wells Fargo Strategic Municipal Bd Inst STRIX 0.38 3.01 1.04 1.39 2.12 ---
SEI Short Duration Municipal F (STET) SUMAX 0.16 1.09 0.36 0.35 0.35 0.42
American Funds Tax-Exempt Presv Port A TEPAX 0.34 2.85 0.94 -0.07 1.72 1.95
American Funds Tax-Exempt Presv Port C TEPCX 0.28 2.47 0.76 -0.78 1.02 1.24
American Funds TaxExempt Presv Port F1 TEPFX 0.35 2.86 0.84 -0.06 1.75 1.98
SEI Tax-Free Conservative Income F(SIMT) TFCAX 0.05 0.29 0.14 0.47 --- ---
SEI Tax-Free Conservative Income Y(SIMT) TFCYX 0.06 0.33 0.15 0.54 --- ---
Thornburg Low Duration Municipal A TLMAX 0.23 1.24 0.45 0.59 0.43 ---
Thornburg Low Duration Municipal I TLMIX 0.32 1.43 0.50 0.78 0.62 ---
T. Rowe Price Tax-Free Shrt-Interm I TTSIX 0.29 2.67 0.72 --- --- ---
American Funds TaxExempt Presv Port F2 TXEFX 0.37 3.01 1.01 0.20 2.01 2.24
JPMorgan Tax Aware Real Return A TXRAX 0.21 1.67 0.41 0.62 0.12 0.65
JPMorgan Tax Aware Real Return C TXRCX 0.16 1.37 0.28 0.08 -0.48 0.02
JPMorgan Tax Aware Real Return I TXRIX 0.33 1.91 0.47 0.97 0.41 0.92
JPMorgan Tax Aware Real Return R6 TXRRX 0.24 1.86 0.49 0.97 0.47 ---
American Funds Tax-Exempt Presv F3 TYEFX 0.38 --- 0.93 --- --- ---
JPMorgan Ultra-Short Municipal A USMSX 0.05 0.72 0.19 0.60 --- ---
JPMorgan Ultra-Short Municipal I USMTX 0.06 0.83 0.24 0.78 --- ---
USAA Tax Exempt Short-Term USSTX 0.30 1.71 0.66 0.50 0.80 1.00
USAA Tax Exempt Short-Term Adviser UTESX 0.38 1.53 0.59 0.32 0.57 0.76
Vanguard Ltd-Term Tx-Ex VMLTX 0.40 2.74 0.74 0.79 1.33 1.32
Vanguard Ltd-Term Tx-Ex Adm VMLUX 0.41 2.81 0.77 0.90 1.42 1.41
Wells Fargo Strategic Municipal Bd A VMPAX 0.35 2.79 0.95 1.05 1.74 2.23
Wells Fargo Strategic Municipal Bd Adm VMPYX 0.48 3.00 0.99 1.19 1.91 2.36
Vanguard Short-Term Tx-Ex VWSTX 0.22 1.36 0.45 0.81 0.74 0.71
Vanguard Short-Term Tx-Ex Adm VWSUX 0.22 1.42 0.48 0.91 0.83 0.79
Wells Fargo Ultra Shrt-Term Muni Inc C WFUSX 0.11 0.32 0.11 -0.52 -0.47 -0.49
Wells Fargo Short-Term Municipal Bd Inst WSBIX 0.32 1.92 0.69 0.70 1.00 1.17
Wells Fargo Short-Term Municipal Bd A WSMAX 0.31 1.78 0.63 0.46 0.78 0.96
Wells Fargo Short-Term Municipal Bd C WSSCX 0.24 1.29 0.44 -0.28 0.00 0.21
Wells Fargo Short-Term Municipal Bd Adm WSTMX 0.31 1.79 0.64 0.50 0.74 0.96
Wells Fargo Ultra Shrt-Term Muni Inc Adm WUSMX 0.16 0.89 0.29 0.28 0.33 0.35
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