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 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX cheaper diff. adviser | 17% | 0.43% | UBS Asset Management (Americas) LLC |
| 2 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX cheaper diff. adviser | 15% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX cheaper | 12% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 4 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX cheaper | 11% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 5 | The Intermediate Term Municipal Bond Portfolio · HCIMX cheaper diff. adviser | 9% | 0.48% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 6 | BNY Mellon High Yield Municipal Bond Fund · DHMBX, DHYAX, DHYCX, DYBIX, DHYYX | 5% | 0.84% | BNY Mellon Investment Adviser, Inc. |
| 7 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 5% | 0.32% | Van Eck Associates Corporation |
| 8 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX cheaper | 4% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 9 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper diff. adviser | 4% | 0.41% | Lord, Abbett & Co. LLC |
| 10 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX cheaper diff. adviser | 3% | 0.52% | John Hancock Investment Management LLC |
| 11 | BNY Mellon Municipal Bond Infrastructure Fund, Inc. | 3% | — | — |
| 12 | BNY Mellon Strategic Municipals, Inc. | 3% | — | — |
| 13 | BlackRock Municipal 2030 Target Term Trust | 3% | — | — |
| 14 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX cheaper diff. adviser | 3% | 0.40% | Fidelity Management & Research Company LLC |
| 15 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 3% | 0.32% | BlackRock Advisors, LLC |
| 16 | MFS Municipal Intermediate Fund · MIUCX, MIUAX, MIUIX, MIURX cheaper diff. adviser | 3% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 3% | 0.33% | Columbia Management Investment Advisers, LLC |
| 18 | Fidelity Municipal Bond Opportunities ETF · FMUB cheaper | 3% | 0.30% | — |
| 19 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 3% | 0.29% | PGIM INVESTMENTS LLC |
| 20 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 3% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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