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 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX | 19% | 0.20% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX | 19% | 0.20% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper | 19% | 0.00% | Fidelity Management & Research Company LLC |
| 4 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX diff. adviser | 11% | 0.45% | abrdn Inc. |
| 5 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 10% | 0.34% | — |
| 6 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 9% | 0.09% | Strategic Advisers LLC |
| 7 | Federated Hermes Conservative Municipal Microshort Fund · FHMIX, FHMAX | 7% | 0.25% | — |
| 8 | Allspring Ultra Short Municipal ETF · AUSM cheaper | 5% | 0.18% | — |
| 9 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 10 | Fidelity Sustainable Intermediate Municipal Income Fund · FSIKX, FASLX, FASNX, FASUX, FASVX, FASJX | 5% | 0.31% | Fidelity Management & Research Company LLC |
| 11 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX diff. adviser | 4% | 0.41% | Lord, Abbett & Co. LLC |
| 12 | iShares Short Maturity Municipal Bond Active ETF · MEAR diff. adviser | 4% | 0.26% | BlackRock Fund Advisors |
| 13 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX | 4% | 0.25% | Fidelity Management & Research Company LLC |
| 14 | abrdn Ultra Short Municipal Income Active ETF diff. adviser | 4% | 0.25% | abrdn Inc. |
| 15 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 4% | 0.55% | First Trust Advisors L.P. |
| 16 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX diff. adviser | 4% | 0.20% | Allspring Funds Management, LLC |
| 17 | PGIM Ultra Short Municipal Bond ETF · PUSH cheaper diff. adviser | 4% | 0.15% | PGIM INVESTMENTS LLC |
| 18 | Goldman Sachs Ultra Short Municipal Income ETF · GUMI cheaper diff. adviser | 3% | 0.16% | Goldman Sachs Asset Management, L.P. |
| 19 | iShares Short-Term California Muni Active ETF diff. adviser | 3% | 0.20% | BlackRock Fund Advisors |
| 20 | Nuveen Short Term Municipal Bond Fund · FSHAX, FSHYX, NAAEX diff. adviser | 3% | 0.43% | Nuveen Fund Advisors, LLC |
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