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 | Franklin Massachusetts Municipal Income ETF cheaper | 11% | 0.35% | — |
| 2 | AB Massachusetts Portfolio · AMAAX, AMABX, AMACX, AMAYX cheaper diff. adviser | 9% | 0.52% | AllianceBernstein L.P. |
| 3 | Nuveen Massachusetts Municipal Bond Fund · NMAAX, NBMAX, NAAGX cheaper diff. adviser | 9% | 0.60% | Nuveen Fund Advisors, LLC |
| 4 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX cheaper diff. adviser | 9% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX diff. adviser | 9% | 0.62% | Boston Management and Research |
| 6 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 8% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX diff. adviser | 6% | 0.62% | Franklin Advisers, Inc. |
| 8 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 9 | Nuveen Massachusetts Quality Municipal Income Fund | 6% | — | — |
| 10 | Fidelity Massachusetts Municipal Income Fund · FDMMX cheaper diff. adviser | 5% | 0.44% | Fidelity Management & Research Company LLC |
| 11 | DWS Strategic High Yield Tax-Free Fund · NOTAX, NOTCX, SHYTX, NOTIX | 3% | 0.64% | DWS Investment Management Americas, Inc. |
| 12 | BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents cheaper diff. adviser | 3% | 0.35% | BondBloxx Investment Management Corporation |
| 13 | Nuveen Wisconsin Municipal Bond Fund · FWIAX, FWIRX, FWCCX diff. adviser | 3% | 1.15% | Nuveen Fund Advisors, LLC |
| 14 | Invesco Municipal Income Opportunities Trust | 3% | — | — |
| 15 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX cheaper diff. adviser | 2% | 0.59% | Lord, Abbett & Co. LLC |
| 16 | Nomura Tax-Free USA ETF · LTAX cheaper | 2% | 0.39% | — |
| 17 | Nomura Tax-Free California Fund · DVTAX, DVFTX, DCTIX cheaper diff. adviser | 2% | 0.55% | Macquarie Investment Management Business Trust |
| 18 | Nomura Tax-Free Pennsylvania Fund · DELIX, DPTCX, DTPIX cheaper diff. adviser | 2% | 0.58% | Macquarie Investment Management Business Trust |
| 19 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 2% | 0.35% | SSGA Funds Management, Inc. |
| 20 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 2% | 0.49% | Delaware Management Company |
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