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 | Brown Advisory Tax-Exempt Sustainable Bond Fund · BITEX | 20% | 0.43% | Brown Advisory LLC |
| 2 | Brown Advisory Maryland Bond Fund · BIAMX | 6% | 0.44% | Brown Advisory LLC |
| 3 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 4% | 0.44% | Brown Brothers Harriman & Co. |
| 4 | AB Tax-Aware Intermediate Municipal ETF · TAFM cheaper diff. adviser | 4% | 0.28% | AllianceBernstein L.P. |
| 5 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 4% | 0.15% | AllianceBernstein L.P. |
| 6 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 4% | 0.30% | Franklin Advisers, Inc. |
| 7 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 3% | 0.47% | Lord, Abbett & Co. LLC |
| 8 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 3% | 0.30% | BlackRock Fund Advisors |
| 9 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 3% | 0.41% | Russell Investment Management, LLC |
| 10 | ALPS Intermediate Municipal Bond ETF · MNBD diff. adviser | 3% | 0.44% | ALPS Advisors, Inc. |
| 11 | PIMCO Municipal Bond Fund · PFMIX, PMLAX, PMLCX, PMUPX, PMUNX diff. adviser | 3% | 0.44% | Pacific Investment Management Company LLC |
| 12 | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · MUNI cheaper diff. adviser | 3% | 0.35% | Pacific Investment Management Company LLC |
| 13 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 3% | 0.52% | John Hancock Investment Management LLC |
| 14 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 3% | 0.34% | — |
| 15 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 16 | Schwab Tax-Free Bond Fund · SWNTX cheaper diff. adviser | 3% | 0.38% | Charles Schwab Investment Management, Inc. |
| 17 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 3% | 0.71% | AllianceBernstein L.P. |
| 18 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 3% | 0.26% | BlackRock Fund Advisors |
| 19 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX diff. adviser | 3% | 0.45% | Pacific Investment Management Company LLC |
| 20 | Tax-Aware Overlay B Portfolio · SBTOX, SBTTX diff. adviser | 3% | 0.77% | AllianceBernstein L.P. |
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