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 | 23% | 0.30% | Robert W. Baird & Co. Incorporated |
| 2 | Baird Core Intermediate Municipal Bond Fund · BMNIX, BMNSX | 17% | 0.30% | Robert W. Baird & Co. Incorporated |
| 3 | Baird Short-Term Municipal Bond Fund · BTMIX, BTMSX | 9% | 0.30% | Robert W. Baird & Co. Incorporated |
| 4 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 8% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 5 | Baird Quality Intermediate Municipal Bond Fund · BMBIX, BMBSX | 6% | 0.30% | Robert W. Baird & Co. Incorporated |
| 6 | NYLI MacKay Muni Intermediate ETF · MMIT diff. adviser | 5% | 0.30% | New York Life Investment Management LLC |
| 7 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 4% | 0.15% | Fidelity Management & Research Company LLC |
| 8 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 9 | PIMCO Municipal Bond Fund · PFMIX, PMLAX, PMLCX, PMUPX, PMUNX diff. adviser | 4% | 0.44% | Pacific Investment Management Company LLC |
| 10 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 4% | 0.71% | AllianceBernstein L.P. |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 4% | 0.15% | AllianceBernstein L.P. |
| 12 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 4% | 0.12% | The Vanguard Group, Inc. |
| 13 | Intermediate-Term Tax-Free Bond Fund · TWTIX, AXBIX, TWWOX, TWTCX, ATBYX cheaper diff. adviser | 4% | 0.23% | American Century Investment Management, Inc. |
| 14 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX diff. adviser | 4% | 0.45% | Pacific Investment Management Company LLC |
| 15 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 4% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | PIMCO Municipal Income Opportunities Active Exchange-Traded Fund · MINO diff. adviser | 4% | 0.39% | Pacific Investment Management Company LLC |
| 17 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 4% | 0.29% | PGIM INVESTMENTS LLC |
| 18 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 4% | 0.13% | J.P. Morgan Private Investments Inc. |
| 19 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 4% | 0.52% | John Hancock Investment Management LLC |
| 20 | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · MUNI diff. adviser | 4% | 0.35% | Pacific Investment Management Company LLC |
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