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 | Nuveen Massachusetts Municipal Bond Fund · NMAAX, NBMAX, NAAGX cheaper diff. adviser | 9% | 0.60% | Nuveen Fund Advisors, LLC |
| 2 | DWS Massachusetts Tax-Free Fund · SQMAX, SQMCX, SCMAX, DMAIX diff. adviser | 9% | 0.62% | DWS Investment Management Americas, Inc. |
| 3 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX diff. adviser | 9% | 0.62% | Franklin Advisers, Inc. |
| 4 | AB Massachusetts Portfolio · AMAAX, AMABX, AMACX, AMAYX cheaper diff. adviser | 8% | 0.52% | AllianceBernstein L.P. |
| 5 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 6 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX cheaper diff. adviser | 7% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | Eaton Vance National Municipal Opportunities Trust | 6% | — | — |
| 8 | Eaton Vance Municipal Bond Fund | 5% | — | — |
| 9 | Nuveen Massachusetts Quality Municipal Income Fund | 5% | — | — |
| 10 | Franklin Massachusetts Municipal Income ETF cheaper | 4% | 0.35% | — |
| 11 | Eaton Vance Municipal Income Trust | 4% | — | — |
| 12 | BNY Mellon Massachusetts Intermediate Municipal Bond Fund · MMBMX, MMBIX diff. adviser | 4% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 13 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper | 4% | 0.18% | Boston Management and Research |
| 14 | Eaton Vance New Jersey Municipal Income Fund · ETNJX, ECNJX, EINJX cheaper | 4% | 0.54% | Boston Management and Research |
| 15 | Eaton Vance AMT-Free Municipal Income Fund · ETMBX, EVMBX, ECMBX diff. adviser | 4% | 0.66% | Eaton Vance Management |
| 16 | Eaton Vance Missouri Municipal Income Fund · ETMOX, ECMOX, EIMOX cheaper | 3% | 0.54% | Boston Management and Research |
| 17 | Eaton Vance North Carolina Municipal Income Fund · ETNCX, ECNCX, EINCX cheaper | 3% | 0.51% | Boston Management and Research |
| 18 | Eaton Vance South Carolina Municipal Income Fund · EASCX, ECSCX, EISCX cheaper | 3% | 0.54% | Boston Management and Research |
| 19 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 3% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Eaton Vance Municipal Income 2028 Term Trust | 3% | — | — |
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