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 | Franklin Short-Term Municipal Income ETF cheaper | 18% | 0.21% | Franklin Advisers, Inc. |
| 2 | Putnam Short-Term Municipal Income Fund cheaper | 12% | 0.33% | Franklin Advisers, Inc. |
| 3 | Franklin Federal Intermediate-Term Tax-Free Income Fund · FKITX, FCITX, FITZX, FITQX, FKQTX | 11% | 0.41% | Franklin Advisers, Inc. |
| 4 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 7% | 0.55% | First Trust Advisors L.P. |
| 5 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 6 | PGIM Ultra Short Municipal Bond ETF · PUSH cheaper diff. adviser | 6% | 0.15% | PGIM INVESTMENTS LLC |
| 7 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 8 | First Trust Ultra Short Duration Municipal ETF · FUMB diff. adviser | 6% | 0.45% | First Trust Advisors L.P. |
| 9 | Eaton Vance Municipal Income 2028 Term Trust | 6% | — | — |
| 10 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 6% | 0.35% | Allspring Funds Management, LLC |
| 11 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper diff. adviser | 5% | 0.20% | Allspring Funds Management, LLC |
| 12 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX diff. adviser | 5% | 0.41% | Lord, Abbett & Co. LLC |
| 13 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 5% | 0.35% | Boston Management and Research |
| 14 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper diff. adviser | 5% | 0.29% | Columbia Management Investment Advisers, LLC |
| 15 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 5% | 0.33% | Columbia Management Investment Advisers, LLC |
| 16 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 5% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper | 5% | 0.30% | Franklin Advisers, Inc. |
| 18 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 5% | 0.42% | Allspring Funds Management, LLC |
| 19 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 5% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 20 | Invesco Short Term Municipal Fund diff. adviser | 5% | 0.43% | Invesco Advisers, Inc. |
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