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 National Limited Maturity Municipal Income Fund · EXNAX, EZNAX, EINAX diff. adviser | 22% | 0.55% | Boston Management and Research |
| 2 | Eaton Vance Municipal Opportunities Fund · EMOAX, EMOCX, EMOIX | 13% | 0.67% | Eaton Vance Management |
| 3 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 8% | 0.19% | — |
| 4 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 6% | 0.11% | — |
| 5 | Eaton Vance California Municipal Opportunities Fund · EACAX, ECCAX, EICAX diff. adviser | 6% | 0.52% | Boston Management and Research |
| 6 | Calvert Responsible Municipal Income Fund · CTTLX, CTTCX, CTTIX cheaper diff. adviser | 4% | 0.50% | Calvert Research and Management |
| 7 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 4% | 0.32% | Van Eck Associates Corporation |
| 8 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 4% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 9 | Eaton Vance National Municipal Income Fund · EANAX, ECHMX, EIHMX cheaper diff. adviser | 3% | 0.44% | Boston Management and Research |
| 10 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 3% | 0.35% | Allspring Funds Management, LLC |
| 11 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 3% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | Eaton Vance Municipal Income 2028 Term Trust | 3% | — | — |
| 13 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 3% | 0.53% | Thornburg Investment Management, Inc. |
| 14 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 3% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX cheaper diff. adviser | 3% | 0.45% | Pacific Investment Management Company LLC |
| 16 | Nuveen Select Maturities Municipal Fund | 3% | — | — |
| 17 | PIMCO California Flexible Municipal Income Fund | 2% | — | — |
| 18 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 2% | 0.33% | Pacific Investment Management Company LLC |
| 19 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 2% | 0.52% | John Hancock Investment Management LLC |
| 20 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper diff. adviser | 2% | 0.41% | Lord, Abbett & Co. LLC |
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