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 | Capital Group California Short-Term Municipal Fund · CCSTX | 23% | 0.30% | Capital Research and Management Company |
| 2 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX | 14% | 0.29% | Capital Research and Management Company |
| 3 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 13% | 0.09% | The Vanguard Group, Inc. |
| 4 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX diff. adviser | 11% | 0.49% | Thornburg Investment Management, Inc. |
| 5 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 10% | 0.38% | PGIM INVESTMENTS LLC |
| 6 | AB California Intermediate Municipal ETF · CAM diff. adviser | 9% | 0.27% | AllianceBernstein L.P. |
| 7 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper diff. adviser | 8% | 0.24% | American Century Investment Management, Inc. |
| 8 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 8% | 0.50% | AllianceBernstein L.P. |
| 9 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 10 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 8% | 0.50% | AllianceBernstein L.P. |
| 11 | California Intermediate Tax-Exempt Fund · NCITX diff. adviser | 8% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | Schwab California Tax-Free Bond Fund · SWCAX diff. adviser | 8% | 0.38% | Charles Schwab Investment Management, Inc. |
| 13 | Payden California Municipal Social Impact Fund · PYCRX, PYCLX diff. adviser | 8% | 0.45% | Payden & Rygel |
| 14 | American Century California Municipal Bond ETF · CATF | 7% | 0.27% | — |
| 15 | BlackRock California Municipal Opportunities Fund diff. adviser | 7% | 0.42% | BlackRock Advisors, LLC |
| 16 | Fidelity California Limited Term Tax-Free Bond Fund · FCSTX diff. adviser | 7% | 0.30% | Fidelity Management & Research Company LLC |
| 17 | iShares Short-Term California Muni Active ETF cheaper diff. adviser | 7% | 0.20% | BlackRock Fund Advisors |
| 18 | Xtrackers California Municipal Bond ETF · CA cheaper diff. adviser | 7% | 0.07% | DBX Advisors LLC |
| 19 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX diff. adviser | 7% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 20 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX diff. adviser | 6% | 0.33% | Pacific Investment Management Company LLC |
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