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 | Federated Hermes Premier Municipal Income Fund | 6% | — | — |
| 2 | Western Asset Intermediate Muni Fund Inc. | 5% | — | — |
| 3 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 4 | Federated Hermes Municipal Bond Fund, Inc. · LMSFX, LMSCX, LMFFX, LMBIX | 5% | 0.58% | Federated Advisory Services Company, Federated Investment Management Company |
| 5 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 4% | 0.35% | Hartford Funds Management Company, LLC |
| 6 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX diff. adviser | 4% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper diff. adviser | 4% | 0.01% | Lord, Abbett & Co. LLC |
| 8 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 4% | 0.52% | John Hancock Investment Management LLC |
| 9 | Western Asset Managed Municipals Fund Inc. | 4% | — | — |
| 10 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX | 3% | 0.79% | — |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 3% | 0.15% | AllianceBernstein L.P. |
| 12 | T. Rowe Price Intermediate Tax-Free High Yield Fund · PRIHX, TFHAX cheaper diff. adviser | 3% | 0.41% | T. Rowe Price Associates, Inc. |
| 13 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 3% | 0.47% | Lord, Abbett & Co. LLC |
| 14 | T. Rowe Price Summit Municipal Intermediate Fund · PRSMX, PAIFX, PRTMX cheaper diff. adviser | 3% | 0.29% | T. Rowe Price Associates, Inc. |
| 15 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 3% | 0.39% | John Hancock Investment Management LLC |
| 16 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper diff. adviser | 3% | 0.30% | New York Life Investment Management LLC |
| 17 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 3% | 0.29% | Hartford Funds Management Company, LLC |
| 18 | Federated Hermes Muni and Stock Advantage Fund · FMUAX, FMUCX, FMUFX, FMUIX | 3% | 0.74% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 19 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 3% | 0.33% | Pacific Investment Management Company LLC |
| 20 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX diff. adviser | 3% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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