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 Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX | 22% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Federated Hermes Conservative Municipal Microshort Fund · FHMIX, FHMAX cheaper | 20% | 0.25% | — |
| 3 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper | 11% | 0.20% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 5 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX | 10% | 0.45% | abrdn Inc. |
| 6 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX cheaper | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper | 10% | 0.09% | Strategic Advisers LLC |
| 8 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper | 9% | 0.20% | Allspring Funds Management, LLC |
| 10 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper | 8% | 0.09% | The Vanguard Group, Inc. |
| 11 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX | 7% | 0.35% | Allspring Funds Management, LLC |
| 12 | First Trust Short Duration Managed Municipal ETF · FSMB | 7% | 0.55% | First Trust Advisors L.P. |
| 13 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX | 7% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX | 7% | 0.35% | Boston Management and Research |
| 15 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX cheaper | 6% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund · SMMU | 6% | 0.35% | Pacific Investment Management Company LLC |
| 17 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper | 5% | 0.25% | Fidelity Management & Research Company LLC |
| 18 | Baird Short-Term Municipal Bond Fund · BTMIX, BTMSX cheaper | 5% | 0.30% | Robert W. Baird & Co. Incorporated |
| 19 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 5% | 0.19% | — |
| 20 | BNY Mellon Municipal Short Duration ETF | 5% | 0.35% | — |
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