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 Trust Municipal High Income ETF · FMHI | 10% | 0.70% | First Trust Advisors L.P. |
| 2 | First Trust Short Duration Managed Municipal ETF · FSMB | 7% | 0.55% | First Trust Advisors L.P. |
| 3 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 6% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 5% | 0.13% | J.P. Morgan Private Investments Inc. |
| 5 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 5% | 0.47% | Lord, Abbett & Co. LLC |
| 6 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX cheaper diff. adviser | 5% | 0.31% | Fidelity Management & Research Company LLC |
| 7 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 5% | 0.15% | AllianceBernstein L.P. |
| 8 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 9 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 5% | 0.27% | Capital Research and Management Company |
| 10 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 11 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 12 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX cheaper diff. adviser | 5% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 13 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 5% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper diff. adviser | 5% | 0.30% | New York Life Investment Management LLC |
| 15 | First Trust Managed Municipal Fund · CWAIX, CWAAX | 5% | 0.65% | First Trust Advisors L.P. |
| 16 | Allspring Municipal Bond Fund · WMFAX, WMFCX, WMFDX, WMBIX, WMBRX cheaper diff. adviser | 4% | 0.37% | Allspring Funds Management, LLC |
| 17 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 18 | BlackRock National Municipal Fund diff. adviser | 4% | 0.42% | BlackRock Advisors, LLC |
| 19 | Putnam Strategic Intermediate Municipal Fund · PPNAX, PTFIX diff. adviser | 4% | 0.56% | Franklin Advisers, Inc. |
| 20 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 4% | 0.50% | AllianceBernstein L.P. |
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