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 | BlackRock California Municipal Opportunities Fund cheaper diff. adviser | 4% | 0.42% | BlackRock Advisors, LLC |
| 2 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX cheaper diff. adviser | 4% | 0.49% | Thornburg Investment Management, Inc. |
| 3 | BlackRock California Municipal Income Trust | 4% | — | — |
| 4 | Nuveen California Select Tax-Free Income Portfolio | 3% | — | — |
| 5 | Invesco California AMT-Free Municipal Bond ETF · PWZ cheaper diff. adviser | 2% | 0.28% | Invesco Capital Management LLC |
| 6 | Franklin Templeton SMACS Series CH · FQCHX cheaper diff. adviser | 2% | 0.00% | Franklin Advisers, Inc. |
| 7 | Nomura Tax-Free USA ETF · LTAX cheaper | 2% | 0.39% | — |
| 8 | DWS California Tax-Free Income Fund · KCTAX, KCTCX, SDCSX, DCLIX cheaper diff. adviser | 2% | 0.56% | DWS Investment Management Americas, Inc. |
| 9 | California Municipal Fund · SRCMX, SRCCX, PCMFX cheaper diff. adviser | 2% | 0.60% | Principal Global Investors, LLC |
| 10 | Western Asset California Municipals Fund · SCACX, LMCUX, SHRCX, SHRSX cheaper diff. adviser | 2% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 2% | 0.09% | The Vanguard Group, Inc. |
| 12 | Columbia Strategic California Municipal Income Fund · CLMPX, CCAOX, CCAZX, CCAUX, CCXYX cheaper diff. adviser | 2% | 0.48% | Columbia Management Investment Advisers, LLC |
| 13 | Allspring California Tax-Free Fund · SCTAX, SCTCX, SGCAX, SGTIX cheaper diff. adviser | 1% | 0.48% | Allspring Funds Management, LLC |
| 14 | iShares Short-Term California Muni Active ETF cheaper diff. adviser | 1% | 0.20% | BlackRock Fund Advisors |
| 15 | Invesco Limited Term California Municipal Fund · OLCAX, OLCCX, OLCYX, IORLX cheaper diff. adviser | 1% | 0.50% | Invesco Advisers, Inc. |
| 16 | Lord Abbett California Tax-Free Income Fund · LCFIX, CALAX, LCFFX, CAILX, LCFOX cheaper diff. adviser | 1% | 0.57% | Lord, Abbett & Co. LLC |
| 17 | Opportunistic Municipal Fund · PMOAX, POMFX cheaper diff. adviser | 1% | 0.80% | Principal Global Investors, LLC |
| 18 | Nuveen California Municipal Value Fund | 1% | — | — |
| 19 | Nomura Tax-Free California Fund · DVTAX, DVFTX, DCTIX cheaper diff. adviser | 1% | 0.55% | Macquarie Investment Management Business Trust |
| 20 | Nuveen California Quality Municipal Income Fund | 1% | — | — |
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