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 | American Century California Municipal Bond ETF · CATF | 19% | 0.27% | — |
| 2 | California High-Yield Municipal Fund · BCHYX, CAYAX, CAYCX, BCHIX, ACYHX | 16% | 0.27% | American Century Investment Management, Inc. |
| 3 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 14% | 0.09% | The Vanguard Group, Inc. |
| 4 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 5 | AB California Intermediate Municipal ETF · CAM diff. adviser | 9% | 0.27% | AllianceBernstein L.P. |
| 6 | Capital Group California Core Municipal Fund · CCCMX diff. adviser | 8% | 0.27% | Capital Research and Management Company |
| 7 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX diff. adviser | 8% | 0.29% | Capital Research and Management Company |
| 8 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 8% | 0.38% | PGIM INVESTMENTS LLC |
| 9 | Schwab California Tax-Free Bond Fund · SWCAX diff. adviser | 8% | 0.38% | Charles Schwab Investment Management, Inc. |
| 10 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 8% | 0.50% | AllianceBernstein L.P. |
| 11 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 8% | 0.50% | AllianceBernstein L.P. |
| 12 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX diff. adviser | 7% | 0.48% | New York Life Investment Management LLC |
| 13 | T. Rowe Price California Tax-Free Bond Fund · PRXCX, TCFEX diff. adviser | 7% | 0.43% | T. Rowe Price Associates, Inc. |
| 14 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX diff. adviser | 7% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 15 | Fidelity California Limited Term Tax-Free Bond Fund · FCSTX diff. adviser | 6% | 0.30% | Fidelity Management & Research Company LLC |
| 16 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX diff. adviser | 6% | 0.44% | Pacific Investment Management Company LLC |
| 17 | Fidelity California Municipal Income Fund · FCTFX, FCMAX, FCMKX, FCMTX, FCMQX, FIJBX diff. adviser | 6% | 0.40% | Fidelity Management & Research Company LLC |
| 18 | MFS California Municipal Bond Fund · MCFTX, MBCAX, MCCAX, MCAVX, MPOAX diff. adviser | 6% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Payden California Municipal Social Impact Fund · PYCRX, PYCLX diff. adviser | 6% | 0.45% | Payden & Rygel |
| 20 | California Intermediate Tax-Exempt Fund · NCITX diff. adviser | 6% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
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