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 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX | 25% | 0.29% | PGIM INVESTMENTS LLC |
| 2 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX | 20% | 0.49% | PGIM INVESTMENTS LLC |
| 3 | PGIM Municipal Income Opportunities ETF · PMIO cheaper | 17% | 0.25% | PGIM INVESTMENTS LLC |
| 4 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX | 8% | 0.38% | PGIM INVESTMENTS LLC |
| 5 | MFS Active Intermediate Muni Bond ETF · MFSM diff. adviser | 8% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 7% | 0.52% | John Hancock Investment Management LLC |
| 7 | VanEck Short High Yield Muni ETF · SHYD diff. adviser | 7% | 0.32% | Van Eck Associates Corporation |
| 8 | MFS Municipal Intermediate Fund · MIUCX, MIUAX, MIUIX, MIURX diff. adviser | 7% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 7% | 0.38% | John Hancock Investment Management LLC |
| 10 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 11 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 6% | 0.47% | Lord, Abbett & Co. LLC |
| 12 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX diff. adviser | 6% | 0.45% | New York Life Investment Management LLC |
| 13 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 6% | 0.26% | Capital Research and Management Company |
| 14 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 6% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 15 | John Hancock Dynamic Municipal Bond ETF · JHMU diff. adviser | 6% | 0.39% | John Hancock Investment Management LLC |
| 16 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX diff. adviser | 6% | 0.40% | AllianceBernstein L.P. |
| 17 | Intermediate-Term Tax-Free Bond Fund · TWTIX, AXBIX, TWWOX, TWTCX, ATBYX cheaper diff. adviser | 6% | 0.23% | American Century Investment Management, Inc. |
| 18 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 19 | JPMorgan High Yield Municipal ETF · JMHI diff. adviser | 6% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 20 | PGIM Ultra Short Municipal Bond ETF · PUSH cheaper | 6% | 0.15% | PGIM INVESTMENTS LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.