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 Completion Fund | 94% | — | — |
| 2 | First Eagle Tactical Municipal Opportunities Fund | 18% | — | — |
| 3 | Lord Abbett Municipal Opportunities Fund | 8% | — | — |
| 4 | First Eagle High Yield Municipal Fund · FEHAX, FEHCX, FEHIX, EARHX, FIHRX, FERHX, FEHRX, FEHTX | 8% | 1.28% | First Eagle Investment Management, LLC |
| 5 | First Eagle Credit Opportunities Fund | 6% | — | — |
| 6 | First Eagle Small Cap Opportunity Fund · FESRX, FESAX, FESCX, FECCX | 5% | 0.93% | First Eagle Investment Management, LLC |
| 7 | Victory AMT-Free Municipal Fund · MNBCX, PBYMX, PBMFX diff. adviser | 5% | 0.49% | Victory Capital Management Inc. |
| 8 | First Eagle Core Plus Municipal Fund · FPMMX, FPMAX, FPLCX, FPCPX | 5% | 0.42% | — |
| 9 | First Eagle Short Duration High Yield Municipal Fund · FDURX, FDUAX, FDUIX, FDYCX | 3% | 0.63% | First Eagle Investment Management, LLC |
| 10 | First Eagle Global Real Assets Fund · FERRX, FEREX, FERAX | 3% | 0.85% | First Eagle Investment Management, LLC |
| 11 | First Eagle US Smid Cap Opportunity Fund | 3% | 0.95% | First Eagle Investment Management, LLC |
| 12 | Victory Pioneer High Income Municipal Fund · HIMYX, PIMAX, HICMX diff. adviser | 3% | 0.55% | Victory Capital Management Inc. |
| 13 | Opportunistic Municipal Fund · PMOAX, POMFX diff. adviser | 3% | 0.80% | Principal Global Investors, LLC |
| 14 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 3% | 0.59% | Lord, Abbett & Co. LLC |
| 15 | Eaton Vance High Income Municipal ETF · EVYM | 2% | 0.40% | — |
| 16 | abrdn Intermediate Municipal Income Fund · NTFAX, ABEIX, ABESX diff. adviser | 2% | 0.50% | abrdn Inc. |
| 17 | Western Asset New Jersey Municipals Fund · SHNJX, SNJLX, LNJIX, LNISX diff. adviser | 2% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Simplify National Muni Bond ETF diff. adviser | 2% | 0.52% | Simplify Asset Management Inc. |
| 19 | Nomura Tax-Free USA ETF · LTAX | 2% | 0.39% | — |
| 20 | Invesco New Jersey Municipal Fund · ONJCX, ONJYX, ONJAX, IORJX diff. adviser | 2% | 0.77% | Invesco Advisers, Inc. |
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