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 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper | 19% | 0.24% | American Century Investment Management, Inc. |
| 2 | California High-Yield Municipal Fund · BCHYX, CAYAX, CAYCX, BCHIX, ACYHX | 14% | 0.27% | American Century Investment Management, Inc. |
| 3 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX | 11% | 0.38% | PGIM INVESTMENTS LLC |
| 4 | BlackRock California Municipal Opportunities Fund | 9% | 0.42% | BlackRock Advisors, LLC |
| 5 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX | 8% | 0.48% | New York Life Investment Management LLC |
| 6 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper | 8% | 0.09% | The Vanguard Group, Inc. |
| 7 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX | 8% | 0.29% | Capital Research and Management Company |
| 8 | BlackRock MuniHoldings California Quality Fund, Inc. | 8% | — | — |
| 9 | MFS California Municipal Bond Fund · MCFTX, MBCAX, MCCAX, MCAVX, MPOAX | 8% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | AB California Portfolio · ALCAX, ACACX, ALCVX | 8% | 0.50% | AllianceBernstein L.P. |
| 11 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 7% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 12 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper | 7% | 0.09% | The Vanguard Group, Inc. |
| 13 | Capital Group California Core Municipal Fund · CCCMX | 7% | 0.27% | Capital Research and Management Company |
| 14 | Goldman Sachs Dynamic California Municipal Income ETF · GCAL | 7% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 15 | Nomura Tax-Free California Fund · DVTAX, DVFTX, DCTIX | 6% | 0.55% | Macquarie Investment Management Business Trust |
| 16 | T. Rowe Price California Tax-Free Bond Fund · PRXCX, TCFEX | 6% | 0.43% | T. Rowe Price Associates, Inc. |
| 17 | AB California Intermediate Municipal ETF · CAM | 6% | 0.27% | AllianceBernstein L.P. |
| 18 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX | 6% | 0.44% | Pacific Investment Management Company LLC |
| 19 | BNY Mellon California AMT-Free Municipal Bond Fund, Inc. · DRCAX, DCACX, DCAAX, DCMIX, DCAYX | 6% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 20 | Invesco California Municipal Fund · OPCAX, OCAYX, OCACX, IORCX | 6% | 0.80% | Invesco Advisers, Inc. |
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