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 | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund · EALBX, ECLBX, EILBX cheaper | 28% | 0.40% | Eaton Vance Management |
| 2 | Parametric TABS Intermediate-Term Municipal Bond Fund · EITAX, EITCX, ETIIX | 18% | 0.60% | Eaton Vance Management |
| 3 | Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund · EALTX, ECLTX, EILTX cheaper | 3% | 0.40% | Eaton Vance Management |
| 4 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX cheaper diff. adviser | 3% | 0.44% | Brown Brothers Harriman & Co. |
| 5 | Thornburg New Mexico Intermediate Municipal Fund · THNMX, THNDX, THNIX diff. adviser | 3% | 0.67% | Thornburg Investment Management, Inc. |
| 6 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 3% | 0.32% | BlackRock Advisors, LLC |
| 7 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF cheaper | 3% | 0.35% | — |
| 8 | BlackRock National Municipal Fund cheaper diff. adviser | 3% | 0.42% | BlackRock Advisors, LLC |
| 9 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 3% | 0.29% | Hartford Funds Management Company, LLC |
| 10 | Hartford Schroders Tax-Aware Bond ETF · HTAB cheaper diff. adviser | 3% | 0.39% | Hartford Funds Management Company, LLC |
| 11 | Virtus Seix Investment Grade Tax-Exempt Bond Fund · SISIX, STTBX diff. adviser | 3% | 0.50% | Virtus Investment Advisers, LLC |
| 12 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 3% | 0.35% | Hartford Funds Management Company, LLC |
| 13 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX cheaper diff. adviser | 2% | 0.40% | Fidelity Management & Research Company LLC |
| 14 | MassMutual Clinton Municipal Fund · MMZWX, MMZVX, MMZUX cheaper diff. adviser | 2% | 0.41% | MML Investment Advisers, LLC |
| 15 | MassMutual Clinton Limited Term Municipal Fund · MMZQX, MMJDX, MMZPX cheaper diff. adviser | 2% | 0.29% | MML Investment Advisers, LLC |
| 16 | Fidelity Tax-Free Bond Fund · FTABX cheaper diff. adviser | 2% | 0.25% | Fidelity Management & Research Company LLC |
| 17 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 2% | 0.24% | T. Rowe Price Associates, Inc. |
| 18 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX cheaper diff. adviser | 2% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 19 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 2% | 0.35% | Boston Management and Research |
| 20 | BlackRock Municipal 2030 Target Term Trust | 2% | — | — |
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