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 Eagle Tactical Municipal Opportunities Fund | 9% | — | — |
| 2 | First Eagle High Yield Municipal Completion Fund | 5% | — | — |
| 3 | First Eagle High Yield Municipal Completion Fund · FHCMX cheaper | 5% | 0.35% | First Eagle Investment Management, LLC |
| 4 | Eaton Vance California Municipal Opportunities Fund · EACAX, ECCAX, EICAX | 4% | 0.52% | Boston Management and Research |
| 5 | Simplify National Muni Bond ETF | 3% | 0.52% | Simplify Asset Management Inc. |
| 6 | First Eagle Short Duration High Yield Municipal Fund · FDURX, FDUAX, FDUIX, FDYCX | 3% | 0.63% | First Eagle Investment Management, LLC |
| 7 | First Eagle High Yield Municipal Fund · FEHAX, FEHCX, FEHIX, EARHX, FIHRX, FERHX, FEHRX, FEHTX | 3% | 1.28% | First Eagle Investment Management, LLC |
| 8 | BlackRock MuniYield Michigan Quality Fund, Inc. | 3% | — | — |
| 9 | Nuveen Short Duration High Yield Municipal Bond Fund · NVHAX, NVHIX, NVCCX | 3% | 0.75% | Nuveen Fund Advisors, LLC |
| 10 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX | 3% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | iShares Short Duration High Yield Muni Active ETF cheaper | 3% | 0.40% | BlackRock Fund Advisors |
| 12 | Nuveen Municipal Income Fund, Inc. | 3% | — | — |
| 13 | Nuveen California Municipal Bond Fund · NCAAX, NCSPX, NAKFX | 2% | 0.54% | Nuveen Fund Advisors, LLC |
| 14 | Nuveen California Quality Municipal Income Fund | 2% | — | — |
| 15 | Nuveen Pennsylvania Municipal Bond Fund · FPNTX, NBPAX, FPCCX | 2% | 0.62% | Nuveen Fund Advisors, LLC |
| 16 | PGIM Municipal Income Opportunities ETF · PMIO cheaper | 2% | 0.25% | PGIM INVESTMENTS LLC |
| 17 | Fidelity Systematic Municipal Bond Index ETF · FMUN cheaper | 2% | 0.05% | Fidelity Management & Research Company LLC |
| 18 | Victory Tax-Exempt Fund · GUTEX, RETCX, RSTYX | 2% | 0.70% | Victory Capital Management Inc. |
| 19 | Victory High Income Municipal Bond Fund · RSHMX, RSHCX, RHMYX, RHMMX | 2% | 0.57% | Victory Capital Management Inc. |
| 20 | Nuveen Minnesota Quality Municipal Income Fund | 2% | — | — |
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