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 | First Eagle High Yield Municipal Fund · FEHAX, FEHCX, FEHIX, EARHX, FIHRX, FERHX, FEHRX, FEHTX | 14% | 1.28% | First Eagle Investment Management, LLC |
| 2 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper diff. adviser | 12% | 0.41% | Lord, Abbett & Co. LLC |
| 3 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper diff. adviser | 10% | 0.01% | Lord, Abbett & Co. LLC |
| 4 | Nuveen Short Duration High Yield Municipal Bond Fund · NVHAX, NVHIX, NVCCX diff. adviser | 10% | 0.75% | Nuveen Fund Advisors, LLC |
| 5 | iShares Short Duration High Yield Muni Active ETF cheaper diff. adviser | 9% | 0.40% | BlackRock Fund Advisors |
| 6 | High Yield Municipal Bond Fund · JHTFX, JCTFX, JHYMX, JCTRX diff. adviser | 9% | 0.63% | John Hancock Investment Management LLC |
| 7 | Nuveen High Yield Municipal Income ETF · NHYM cheaper diff. adviser | 7% | 0.35% | Nuveen Fund Advisors, LLC |
| 8 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 7% | 0.35% | SSGA Funds Management, Inc. |
| 9 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX cheaper diff. adviser | 7% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 10 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 7% | 0.32% | Van Eck Associates Corporation |
| 11 | First Eagle Tactical Municipal Opportunities Fund | 7% | — | — |
| 12 | Nuveen Municipal Credit Opportunities Fund | 7% | — | — |
| 13 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX cheaper diff. adviser | 7% | 0.59% | Lord, Abbett & Co. LLC |
| 14 | Invesco Short Duration High Yield Municipal Fund cheaper diff. adviser | 6% | 0.55% | Invesco Advisers, Inc. |
| 15 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX cheaper diff. adviser | 6% | 0.52% | John Hancock Investment Management LLC |
| 16 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 17 | Nuveen Municipal Credit Income Fund | 5% | — | — |
| 18 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 5% | 0.34% | Capital Research and Management Company |
| 19 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX cheaper diff. adviser | 5% | 0.54% | Russell Investment Management, LLC |
| 20 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX cheaper diff. adviser | 5% | 0.32% | Capital Research and Management Company |
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