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 | Eaton Vance Short Duration Municipal Opportunities Fund · EXMAX, EZMAX, EMAIX diff. adviser | 4% | 0.52% | Eaton Vance Management |
| 2 | Eaton Vance National Limited Maturity Municipal Income Fund · EXNAX, EZNAX, EINAX diff. adviser | 4% | 0.55% | Boston Management and Research |
| 3 | Eaton Vance South Carolina Municipal Income Fund · EASCX, ECSCX, EISCX diff. adviser | 4% | 0.54% | Boston Management and Research |
| 4 | Eaton Vance New Jersey Municipal Income Fund · ETNJX, ECNJX, EINJX diff. adviser | 4% | 0.54% | Boston Management and Research |
| 5 | Eaton Vance California Municipal Opportunities Fund · EACAX, ECCAX, EICAX diff. adviser | 4% | 0.52% | Boston Management and Research |
| 6 | Eaton Vance Municipal Opportunities Fund · EMOAX, EMOCX, EMOIX diff. adviser | 3% | 0.67% | Eaton Vance Management |
| 7 | BlackRock MuniHoldings California Quality Fund, Inc. | 3% | — | — |
| 8 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 9 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper diff. adviser | 3% | 0.18% | Boston Management and Research |
| 10 | Eaton Vance Municipal Income 2028 Term Trust | 3% | — | — |
| 11 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX diff. adviser | 3% | 0.67% | Boston Management and Research |
| 12 | BlackRock California Municipal Income Trust | 3% | — | — |
| 13 | Eaton Vance National Municipal Income Fund · EANAX, ECHMX, EIHMX cheaper diff. adviser | 3% | 0.44% | Boston Management and Research |
| 14 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 3% | 0.11% | — |
| 15 | Allspring California Limited-Term Tax-Free fund · SFCIX, SFCCX, SCTIX, SFCNX diff. adviser | 3% | 0.50% | Allspring Funds Management, LLC |
| 16 | Eaton Vance Missouri Municipal Income Fund · ETMOX, ECMOX, EIMOX diff. adviser | 2% | 0.54% | Boston Management and Research |
| 17 | MFS California Municipal Bond Fund · MCFTX, MBCAX, MCCAX, MCAVX, MPOAX cheaper diff. adviser | 2% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | PIMCO California Flexible Municipal Income Fund | 2% | — | — |
| 19 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX cheaper diff. adviser | 2% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX diff. adviser | 2% | 0.62% | Boston Management and Research |
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