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 | Baird Strategic Municipal Bond Fund · BSNIX, BSNSX | 22% | 0.30% | Robert W. Baird & Co. Incorporated |
| 2 | Baird Municipal Bond Fund · BMQIX, BMQSX | 17% | 0.30% | Robert W. Baird & Co. Incorporated |
| 3 | Baird Short-Term Municipal Bond Fund · BTMIX, BTMSX | 15% | 0.30% | Robert W. Baird & Co. Incorporated |
| 4 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 10% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 5 | Baird Quality Intermediate Municipal Bond Fund · BMBIX, BMBSX | 7% | 0.30% | Robert W. Baird & Co. Incorporated |
| 6 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 8 | NYLI MacKay Muni Intermediate ETF · MMIT diff. adviser | 7% | 0.30% | New York Life Investment Management LLC |
| 9 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 6% | 0.41% | Russell Investment Management, LLC |
| 10 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 6% | 0.13% | J.P. Morgan Private Investments Inc. |
| 11 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 12 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 5% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 5% | 0.27% | Capital Research and Management Company |
| 14 | 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 |
| 15 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX diff. adviser | 5% | 0.45% | New York Life Investment Management LLC |
| 16 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 5% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 5% | 0.15% | AllianceBernstein L.P. |
| 18 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 5% | 0.31% | Fidelity Management & Research Company LLC |
| 19 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 5% | 0.24% | Capital Research and Management Company |
| 20 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 5% | 0.18% | J.P. Morgan Investment Management, Inc. |
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