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 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 20% | 0.19% | — |
| 2 | Eaton Vance Municipal Income 2028 Term Trust | 13% | — | — |
| 3 | Eaton Vance National Limited Maturity Municipal Income Fund · EXNAX, EZNAX, EINAX | 7% | 0.55% | Boston Management and Research |
| 4 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 7% | 0.44% | Brown Brothers Harriman & Co. |
| 5 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 7% | 0.34% | — |
| 6 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 6% | 0.11% | — |
| 7 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX cheaper diff. adviser | 6% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper diff. adviser | 6% | 0.20% | Allspring Funds Management, LLC |
| 9 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 6% | 0.33% | Pacific Investment Management Company LLC |
| 10 | Franklin Short-Term Municipal Income ETF cheaper diff. adviser | 6% | 0.21% | Franklin Advisers, Inc. |
| 11 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 6% | 0.33% | Columbia Management Investment Advisers, LLC |
| 12 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 6% | 0.24% | T. Rowe Price Associates, Inc. |
| 13 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 5% | 0.09% | Strategic Advisers LLC |
| 14 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 5% | 0.32% | BlackRock Advisors, LLC |
| 15 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper diff. adviser | 5% | 0.29% | Columbia Management Investment Advisers, LLC |
| 16 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 5% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 5% | 0.38% | Franklin Advisers, Inc. |
| 18 | ALPS Intermediate Municipal Bond ETF · MNBD diff. adviser | 5% | 0.44% | ALPS Advisors, Inc. |
| 19 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 20 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.