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 Diversified Municipal Bond ETF · TAXF | 20% | 0.27% | — |
| 2 | High-Yield Municipal Fund · ABHYX, AYMAX, AYMCX, AYMIX, AYMYX | 10% | 0.37% | American Century Investment Management, Inc. |
| 3 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 4 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 5 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 6% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 6 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 6% | 0.53% | Thornburg Investment Management, Inc. |
| 7 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 6% | 0.12% | The Vanguard Group, Inc. |
| 8 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 6% | 0.48% | Thornburg Investment Management, Inc. |
| 9 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 6% | 0.31% | Fidelity Management & Research Company LLC |
| 10 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 6% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 6% | 0.15% | AllianceBernstein L.P. |
| 12 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 6% | 0.35% | Hartford Funds Management Company, LLC |
| 13 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX diff. adviser | 5% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 14 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 5% | 0.41% | Russell Investment Management, LLC |
| 15 | NYLI MacKay Muni Intermediate ETF · MMIT diff. adviser | 5% | 0.30% | New York Life Investment Management LLC |
| 16 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 5% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 17 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 18 | iShares Intermediate Muni Income Active ETF diff. adviser | 5% | 0.30% | BlackRock Fund Advisors |
| 19 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 20 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 5% | 0.15% | Fidelity Management & Research Company LLC |
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