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 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 2 | T. Rowe Price California Tax-Free Bond Fund · PRXCX, TCFEX diff. adviser | 10% | 0.43% | T. Rowe Price Associates, Inc. |
| 3 | Fidelity California Limited Term Tax-Free Bond Fund · FCSTX cheaper | 10% | 0.30% | Fidelity Management & Research Company LLC |
| 4 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 5 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX cheaper diff. adviser | 8% | 0.38% | PGIM INVESTMENTS LLC |
| 6 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX cheaper diff. adviser | 8% | 0.29% | Capital Research and Management Company |
| 7 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 7% | 0.50% | AllianceBernstein L.P. |
| 8 | California Intermediate Tax-Exempt Fund · NCITX diff. adviser | 7% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Nuveen California Municipal Bond Fund · NCAAX, NCSPX, NAKFX diff. adviser | 7% | 0.54% | Nuveen Fund Advisors, LLC |
| 10 | Allspring California Tax-Free Fund · SCTAX, SCTCX, SGCAX, SGTIX diff. adviser | 6% | 0.48% | Allspring Funds Management, LLC |
| 11 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 12 | Franklin California Tax-Free Income Fund · FKTFX, FRCTX, FCAVX, FKTQX, FTFQX diff. adviser | 6% | 0.47% | Franklin Advisers, Inc. |
| 13 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX cheaper | 6% | 0.31% | Fidelity Management & Research Company LLC |
| 14 | California High-Yield Municipal Fund · BCHYX, CAYAX, CAYCX, BCHIX, ACYHX cheaper diff. adviser | 6% | 0.27% | American Century Investment Management, Inc. |
| 15 | Fidelity Sustainable Intermediate Municipal Income Fund · FSIKX, FASLX, FASNX, FASUX, FASVX, FASJX cheaper | 6% | 0.31% | Fidelity Management & Research Company LLC |
| 16 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper diff. adviser | 6% | 0.24% | American Century Investment Management, Inc. |
| 17 | Schwab California Tax-Free Bond Fund · SWCAX cheaper diff. adviser | 6% | 0.38% | Charles Schwab Investment Management, Inc. |
| 18 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX diff. adviser | 6% | 0.48% | New York Life Investment Management LLC |
| 19 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 6% | 0.50% | AllianceBernstein L.P. |
| 20 | Lord Abbett California Tax-Free Income Fund · LCFIX, CALAX, LCFFX, CAILX, LCFOX diff. adviser | 5% | 0.57% | Lord, Abbett & Co. LLC |
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