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 | Franklin Massachusetts Municipal Income ETF cheaper | 10% | 0.35% | — |
| 2 | Putnam Massachusetts Tax Exempt Income Fund · PXMAX, PMABX diff. adviser | 10% | 0.54% | Franklin Advisers, Inc. |
| 3 | DWS Massachusetts Tax-Free Fund · SQMAX, SQMCX, SCMAX, DMAIX diff. adviser | 9% | 0.62% | DWS Investment Management Americas, Inc. |
| 4 | AB Virginia Portfolio · AVAAX, AVABX, AVACX, AVAYX | 9% | 0.55% | AllianceBernstein L.P. |
| 5 | Nuveen Massachusetts Municipal Bond Fund · NMAAX, NBMAX, NAAGX diff. adviser | 9% | 0.60% | Nuveen Fund Advisors, LLC |
| 6 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX diff. adviser | 8% | 0.62% | Franklin Advisers, Inc. |
| 7 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 8 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX diff. adviser | 8% | 0.62% | Boston Management and Research |
| 9 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX cheaper diff. adviser | 7% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Nuveen Massachusetts Quality Municipal Income Fund | 5% | — | — |
| 11 | AB Tax-Aware Intermediate Municipal ETF · TAFM cheaper | 5% | 0.28% | AllianceBernstein L.P. |
| 12 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX | 4% | 0.71% | AllianceBernstein L.P. |
| 13 | AB Municipal Income Shares · MISHX cheaper | 4% | 0.15% | AllianceBernstein L.P. |
| 14 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX cheaper | 4% | 0.50% | AllianceBernstein L.P. |
| 15 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper | 4% | 0.27% | AllianceBernstein L.P. |
| 16 | Fidelity Massachusetts Municipal Income Fund · FDMMX cheaper diff. adviser | 4% | 0.44% | Fidelity Management & Research Company LLC |
| 17 | AMG GW&K Municipal Enhanced SMA Shares · MESHX cheaper diff. adviser | 3% | 0.00% | AMG Funds LLC |
| 18 | AB Impact Municipal Income Shares · ABIMX cheaper | 3% | 0.00% | AllianceBernstein L.P. |
| 19 | AB California Portfolio · ALCAX, ACACX, ALCVX cheaper | 3% | 0.50% | AllianceBernstein L.P. |
| 20 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX cheaper | 3% | 0.51% | AllianceBernstein L.P. |
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