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 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 20% | 0.41% | Russell Investment Management, LLC |
| 2 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX diff. adviser | 19% | 0.45% | New York Life Investment Management LLC |
| 3 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 17% | 0.31% | Fidelity Management & Research Company LLC |
| 4 | NYLI MacKay Muni Intermediate ETF · MMIT diff. adviser | 16% | 0.30% | New York Life Investment Management LLC |
| 5 | Strategic Advisers Municipal Bond Fund · FSMUX diff. adviser | 14% | 0.19% | Strategic Advisers LLC |
| 6 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 13% | 0.09% | The Vanguard Group, Inc. |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 13% | 0.09% | The Vanguard Group, Inc. |
| 8 | Six Circles Tax Aware Bond Fund diff. adviser | 13% | 0.13% | J.P. Morgan Private Investments Inc. |
| 9 | Capital Group Municipal Income ETF · CGMU diff. adviser | 11% | 0.27% | Capital Research and Management Company |
| 10 | AB Municipal Income Shares · MISHX diff. adviser | 10% | 0.15% | AllianceBernstein L.P. |
| 11 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX diff. adviser | 10% | 0.43% | New York Life Investment Management LLC |
| 12 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX diff. adviser | 10% | 0.27% | Capital Research and Management Company |
| 13 | Baird Core Intermediate Municipal Bond Fund · BMNIX, BMNSX diff. adviser | 10% | 0.30% | Robert W. Baird & Co. Incorporated |
| 14 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM diff. adviser | 9% | 0.12% | The Vanguard Group, Inc. |
| 15 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 16 | Clearwater Tax-Exempt Bond Fund · QWVQX diff. adviser | 9% | 0.74% | Clearwater Management Co Inc. |
| 17 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 18 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX diff. adviser | 9% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 19 | Fidelity SAI Enhanced Municipal Income Fund · FENCX diff. adviser | 9% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | Bridge Builder Municipal High-Income Bond Fund · BBMHX | 9% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
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