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 Strategic Intermediate Municipal Fund · PPNAX, PTFIX | 11% | 0.56% | Franklin Advisers, Inc. |
| 2 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 8% | 0.52% | John Hancock Investment Management LLC |
| 3 | Franklin Federal Intermediate-Term Tax-Free Income Fund · FKITX, FCITX, FITZX, FITQX, FKQTX | 8% | 0.41% | Franklin Advisers, Inc. |
| 4 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 5 | Franklin High Yield Tax-Free Income Fund · FHYVX, FRHIX, FHYIX, FHYRX, FHYQX | 8% | 0.50% | Franklin Advisers, Inc. |
| 6 | Franklin Templeton SMACS Series H · FGTHX cheaper | 8% | 0.00% | Franklin Advisers, Inc. |
| 7 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX diff. adviser | 7% | 0.41% | Lord, Abbett & Co. LLC |
| 8 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 7% | 0.56% | Lord, Abbett & Co. LLC |
| 9 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 7% | 0.47% | Lord, Abbett & Co. LLC |
| 10 | Franklin Federal Tax-Free Income Fund · FKTIX, FRFTX, FAFTX, FFTQX, FFQAX | 7% | 0.48% | Franklin Advisers, Inc. |
| 11 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 6% | 0.38% | John Hancock Investment Management LLC |
| 12 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 6% | 0.48% | Thornburg Investment Management, Inc. |
| 13 | John Hancock Dynamic Municipal Bond ETF · JHMU diff. adviser | 6% | 0.39% | John Hancock Investment Management LLC |
| 14 | VanEck High Yield Muni ETF · HYD diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 15 | PGIM Municipal Income Opportunities ETF · PMIO cheaper diff. adviser | 6% | 0.25% | PGIM INVESTMENTS LLC |
| 16 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX diff. adviser | 6% | 0.49% | PGIM INVESTMENTS LLC |
| 17 | iShares Short Duration High Yield Muni Active ETF diff. adviser | 5% | 0.40% | BlackRock Fund Advisors |
| 18 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 5% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 5% | 0.71% | AllianceBernstein L.P. |
| 20 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX diff. adviser | 5% | 0.38% | Goldman Sachs Asset Management, L.P. |
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