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 | Putnam Massachusetts Tax Exempt Income Fund · PXMAX, PMABX cheaper | 23% | 0.54% | Franklin Advisers, Inc. |
| 2 | Franklin Massachusetts Municipal Income ETF cheaper | 22% | 0.35% | — |
| 3 | Nuveen Massachusetts Quality Municipal Income Fund | 10% | — | — |
| 4 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX cheaper diff. adviser | 9% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX diff. adviser | 9% | 0.62% | Boston Management and Research |
| 6 | AB Massachusetts Portfolio · AMAAX, AMABX, AMACX, AMAYX cheaper diff. adviser | 8% | 0.52% | AllianceBernstein L.P. |
| 7 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 8 | DWS Massachusetts Tax-Free Fund · SQMAX, SQMCX, SCMAX, DMAIX diff. adviser | 6% | 0.62% | DWS Investment Management Americas, Inc. |
| 9 | Nuveen Massachusetts Municipal Bond Fund · NMAAX, NBMAX, NAAGX cheaper diff. adviser | 6% | 0.60% | Nuveen Fund Advisors, LLC |
| 10 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 6% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Franklin North Carolina Tax-Free Income Fund · FXNCX, FNCIX, FNCZX, FNCQX, FQNCX cheaper | 5% | 0.56% | Franklin Advisers, Inc. |
| 12 | Franklin Oregon Tax-Free Income Fund · FRORX, FORIX, FOFZX, FOFRX, FOFQX cheaper | 5% | 0.53% | Franklin Advisers, Inc. |
| 13 | Franklin Michigan Tax-Free Income Fund · FTTMX, FRMTX, FMTFX, FKTNX, FMQTX cheaper | 5% | 0.55% | Franklin Advisers, Inc. |
| 14 | Franklin New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX cheaper | 4% | 0.49% | Franklin Advisers, Inc. |
| 15 | Franklin New Jersey Tax-Free Income Fund · FRNJX, FNIIX, FNJZX, FNJRX, FNJQX cheaper | 4% | 0.54% | Franklin Advisers, Inc. |
| 16 | BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents cheaper diff. adviser | 4% | 0.35% | BondBloxx Investment Management Corporation |
| 17 | Franklin Alabama Tax-Free Income Fund · FRALX, FALEX, FALZX, FALRX, FALQX | 4% | 0.62% | Franklin Advisers, Inc. |
| 18 | Franklin Missouri Tax-Free Income Fund · FRMOX, FMOIX, FRMZX, FMOQX, FMQOX cheaper | 4% | 0.55% | Franklin Advisers, Inc. |
| 19 | Franklin Arizona Tax-Free Income Fund · FTAZX, FAZIX, FAZZX, FAZRX, FAZQX cheaper | 4% | 0.54% | Franklin Advisers, Inc. |
| 20 | Franklin Colorado Tax-Free Income Fund · FRCOX, FCOIX, FCOZX, FKTLX, FCOQX cheaper | 4% | 0.56% | Franklin Advisers, Inc. |
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