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 Short-Term Municipal Bond Fund · EABSX, ECBSX, EIBSX | 28% | 0.49% | Eaton Vance Management |
| 2 | Parametric TABS Intermediate-Term Municipal Bond Fund · EITAX, EITCX, ETIIX | 11% | 0.60% | Eaton Vance Management |
| 3 | Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund · EALTX, ECLTX, EILTX | 8% | 0.40% | Eaton Vance Management |
| 4 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 4% | 0.32% | BlackRock Advisors, LLC |
| 5 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX diff. adviser | 3% | 0.40% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Tax-Free Bond Fund · FTABX cheaper diff. adviser | 3% | 0.25% | Fidelity Management & Research Company LLC |
| 7 | Putnam Short-Term Municipal Income Fund cheaper diff. adviser | 3% | 0.33% | Franklin Advisers, Inc. |
| 8 | Virtus Seix Investment Grade Tax-Exempt Bond Fund · SISIX, STTBX diff. adviser | 3% | 0.50% | Virtus Investment Advisers, LLC |
| 9 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 3% | 0.39% | John Hancock Investment Management LLC |
| 10 | Nuveen Ultra Short Municipal Managed Accounts Portfolio · NUSMX cheaper | 2% | 0.00% | — |
| 11 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX cheaper diff. adviser | 2% | 0.38% | John Hancock Investment Management LLC |
| 12 | Hartford Schroders Tax-Aware Bond ETF · HTAB cheaper diff. adviser | 2% | 0.39% | Hartford Funds Management Company, LLC |
| 13 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 2% | 0.24% | T. Rowe Price Associates, Inc. |
| 14 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 2% | 0.35% | Boston Management and Research |
| 15 | iShares iBonds Dec 2025 Term Muni Bond ETF · IBMN cheaper diff. adviser | 2% | 0.18% | BlackRock Fund Advisors |
| 16 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 2% | 0.29% | Hartford Funds Management Company, LLC |
| 17 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 2% | 0.44% | Brown Brothers Harriman & Co. |
| 18 | BlackRock Municipal 2030 Target Term Trust | 2% | — | — |
| 19 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 2% | 0.35% | Hartford Funds Management Company, LLC |
| 20 | Franklin Short-Term Municipal Income ETF cheaper diff. adviser | 2% | 0.21% | Franklin Advisers, Inc. |
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