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 | ALPS Intermediate Municipal Bond ETF · MNBD diff. adviser | 37% | 0.44% | ALPS Advisors, Inc. |
| 2 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX cheaper diff. adviser | 7% | 0.41% | Russell Investment Management, LLC |
| 3 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 7% | 0.35% | Boston Management and Research |
| 4 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 6% | 0.35% | Hartford Funds Management Company, LLC |
| 5 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 6% | 0.29% | Hartford Funds Management Company, LLC |
| 6 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 5% | 0.26% | Capital Research and Management Company |
| 7 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 4% | 0.24% | Capital Research and Management Company |
| 8 | Brown Advisory Tax-Exempt Bond Fund · BTEIX, BIAEX cheaper diff. adviser | 4% | 0.41% | Brown Advisory LLC |
| 9 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 4% | 0.50% | AllianceBernstein L.P. |
| 10 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX cheaper diff. adviser | 4% | 0.40% | Fidelity Management & Research Company LLC |
| 11 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX cheaper diff. adviser | 4% | 0.42% | Victory Capital Management Inc. |
| 12 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 4% | 0.34% | — |
| 13 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 4% | 0.71% | AllianceBernstein L.P. |
| 14 | Fidelity Tax-Free Bond Fund · FTABX cheaper diff. adviser | 4% | 0.25% | Fidelity Management & Research Company LLC |
| 15 | Eaton Vance Municipal Income 2028 Term Trust | 4% | — | — |
| 16 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 4% | 0.33% | Pacific Investment Management Company LLC |
| 17 | AB Municipal Bond Inflation Strategy · AUNAX, AUNCX, AUNYX, AUNOX, AUNTX diff. adviser | 4% | 0.50% | AllianceBernstein L.P. |
| 18 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 4% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 19 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 4% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | Hartford Schroders Tax-Aware Bond Fund · HFKVX, STWVX, HFKCX, STWTX, HFKYX, HFKFX diff. adviser | 4% | 0.46% | Hartford Funds Management Company, LLC |
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