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 Opportunities Fund · EXMAX, EZMAX, EMAIX cheaper diff. adviser | 22% | 0.52% | Eaton Vance Management |
| 2 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 11% | 0.19% | — |
| 3 | Eaton Vance Municipal Income 2028 Term Trust | 8% | — | — |
| 4 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper | 7% | 0.35% | Boston Management and Research |
| 5 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 7% | 0.11% | — |
| 6 | Eaton Vance National Municipal Income Fund · EANAX, ECHMX, EIHMX cheaper | 6% | 0.44% | Boston Management and Research |
| 7 | Eaton Vance Municipal Opportunities Fund · EMOAX, EMOCX, EMOIX diff. adviser | 6% | 0.67% | Eaton Vance Management |
| 8 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 9 | T. Rowe Price Short Municipal Income ETF · TMNS cheaper | 4% | 0.18% | — |
| 10 | Calvert Responsible Municipal Income Fund · CTTLX, CTTCX, CTTIX cheaper diff. adviser | 4% | 0.50% | Calvert Research and Management |
| 11 | 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. |
| 12 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 4% | 0.24% | T. Rowe Price Associates, Inc. |
| 13 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 4% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 4% | 0.32% | Van Eck Associates Corporation |
| 15 | Eaton Vance California Municipal Opportunities Fund · EACAX, ECCAX, EICAX cheaper | 4% | 0.52% | Boston Management and Research |
| 16 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX cheaper diff. adviser | 4% | 0.42% | Allspring Funds Management, LLC |
| 17 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 3% | 0.33% | Pacific Investment Management Company LLC |
| 18 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 3% | 0.33% | Columbia Management Investment Advisers, LLC |
| 19 | Eaton Vance New York Municipal Opportunities Fund · EXNYX, EZNYX, ENYIX | 3% | 0.55% | Boston Management and Research |
| 20 | Eaton Vance AMT-Free Municipal Income Fund · ETMBX, EVMBX, ECMBX diff. adviser | 3% | 0.66% | Eaton Vance Management |
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