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 Core Intermediate Municipal Bond Fund · BMNIX, BMNSX | 15% | 0.30% | Robert W. Baird & Co. Incorporated |
| 2 | Baird Strategic Municipal Bond Fund · BSNIX, BSNSX | 13% | 0.30% | Robert W. Baird & Co. Incorporated |
| 3 | Baird Municipal Bond Fund · BMQIX, BMQSX | 9% | 0.30% | Robert W. Baird & Co. Incorporated |
| 4 | Baird Quality Intermediate Municipal Bond Fund · BMBIX, BMBSX | 6% | 0.30% | Robert W. Baird & Co. Incorporated |
| 5 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 6% | 0.12% | The Vanguard Group, Inc. |
| 7 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 6% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 8 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 5% | 0.24% | Capital Research and Management Company |
| 9 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 5% | 0.34% | — |
| 10 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 5% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 12 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 5% | 0.25% | Fidelity Management & Research Company LLC |
| 13 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 5% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 14 | Capital Group Short Duration Municipal Income ETF · CGSM cheaper diff. adviser | 5% | 0.25% | Capital Research and Management Company |
| 15 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
| 16 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 4% | 0.26% | Capital Research and Management Company |
| 17 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 4% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund · SMMU diff. adviser | 4% | 0.35% | Pacific Investment Management Company LLC |
| 19 | BlackRock Municipal 2030 Target Term Trust | 4% | — | — |
| 20 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 4% | 0.42% | Allspring Funds Management, LLC |
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