Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | AB California Intermediate Municipal ETF · CAM cheaper | 87% | 0.27% | AllianceBernstein L.P. |
| 2 | AB California Portfolio · ALCAX, ACACX, ALCVX | 26% | 0.50% | AllianceBernstein L.P. |
| 3 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 4 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX cheaper diff. adviser | 10% | 0.38% | PGIM INVESTMENTS LLC |
| 5 | Tax-Aware Overlay B Portfolio · SBTOX, SBTTX | 10% | 0.77% | AllianceBernstein L.P. |
| 6 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX cheaper diff. adviser | 9% | 0.29% | Capital Research and Management Company |
| 7 | Allspring California Limited-Term Tax-Free fund · SFCIX, SFCCX, SCTIX, SFCNX diff. adviser | 8% | 0.50% | Allspring Funds Management, LLC |
| 8 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 8% | 0.27% | Capital Research and Management Company |
| 9 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX cheaper diff. adviser | 8% | 0.49% | Thornburg Investment Management, Inc. |
| 10 | Nuveen California Municipal Bond Fund · NCAAX, NCSPX, NAKFX diff. adviser | 8% | 0.54% | Nuveen Fund Advisors, LLC |
| 11 | Invesco Limited Term California Municipal Fund · OLCAX, OLCCX, OLCYX, IORLX diff. adviser | 8% | 0.50% | Invesco Advisers, Inc. |
| 12 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 13 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper diff. adviser | 8% | 0.24% | American Century Investment Management, Inc. |
| 14 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX cheaper diff. adviser | 7% | 0.48% | New York Life Investment Management LLC |
| 15 | Nuveen California AMT-Free Quality Municipal Income Fund | 7% | — | — |
| 16 | T. Rowe Price California Tax-Free Bond Fund · PRXCX, TCFEX cheaper diff. adviser | 7% | 0.43% | T. Rowe Price Associates, Inc. |
| 17 | Allspring California Tax-Free Fund · SCTAX, SCTCX, SGCAX, SGTIX cheaper diff. adviser | 6% | 0.48% | Allspring Funds Management, LLC |
| 18 | California Intermediate Tax-Exempt Fund · NCITX cheaper diff. adviser | 6% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX cheaper diff. adviser | 6% | 0.33% | Pacific Investment Management Company LLC |
| 20 | AB Municipal Bond Inflation Strategy · AUNAX, AUNCX, AUNYX, AUNOX, AUNTX | 6% | 0.50% | AllianceBernstein L.P. |
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