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 | Capital Group Municipal High-Income ETF · CGHM | 62% | 0.34% | Capital Research and Management Company |
| 2 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 34% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 3 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX cheaper | 25% | 0.27% | Capital Research and Management Company |
| 4 | Capital Group Municipal Income ETF · CGMU cheaper | 19% | 0.27% | Capital Research and Management Company |
| 5 | VanEck High Yield Muni ETF · HYD diff. adviser | 17% | 0.32% | Van Eck Associates Corporation |
| 6 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 15% | 0.15% | AllianceBernstein L.P. |
| 7 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB diff. adviser | 15% | 0.35% | SSGA Funds Management, Inc. |
| 8 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX diff. adviser | 15% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 9 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 15% | 0.09% | The Vanguard Group, Inc. |
| 10 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX diff. adviser | 13% | 0.54% | Russell Investment Management, LLC |
| 11 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX diff. adviser | 13% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX diff. adviser | 12% | 0.58% | New York Life Investment Management LLC |
| 13 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper | 12% | 0.26% | Capital Research and Management Company |
| 14 | T. Rowe Price Tax-Free High Yield Fund · PRFHX, PATFX, PTYIX diff. adviser | 12% | 0.50% | T. Rowe Price Associates, Inc. |
| 15 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 11% | 0.59% | Lord, Abbett & Co. LLC |
| 16 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 11% | 0.13% | J.P. Morgan Private Investments Inc. |
| 17 | AB High Income Municipal Portfolio · ABTHX, ABTFX, ABTYX, ABTZX diff. adviser | 11% | 0.87% | AllianceBernstein L.P. |
| 18 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 11% | 0.19% | Strategic Advisers LLC |
| 19 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 11% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX diff. adviser | 10% | 0.55% | Pacific Investment Management Company LLC |
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