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 | Franklin California High Yield Municipal Fund · FCAMX, FCAHX, FVCAX, FCAQX, FCQAX | 11% | 0.51% | Franklin Advisers, Inc. |
| 2 | Nuveen California High Yield Municipal Bond Fund · NCHAX, NCHRX, NAWSX diff. adviser | 7% | 1.62% | Nuveen Fund Advisors, LLC |
| 3 | Nuveen California Municipal Bond Fund · NCAAX, NCSPX, NAKFX diff. adviser | 5% | 0.54% | Nuveen Fund Advisors, LLC |
| 4 | Rockefeller California Municipal Bond ETF · RMCA diff. adviser | 3% | 0.55% | Tidal Investments LLC |
| 5 | Nomura Tax-Free USA ETF · LTAX | 3% | 0.39% | — |
| 6 | California High-Yield Municipal Fund · BCHYX, CAYAX, CAYCX, BCHIX, ACYHX diff. adviser | 3% | 0.27% | American Century Investment Management, Inc. |
| 7 | Nuveen California Quality Municipal Income Fund | 3% | — | — |
| 8 | PIMCO California Municipal Income Fund | 3% | — | — |
| 9 | Franklin Templeton SMACS Series H · FGTHX | 3% | 0.00% | Franklin Advisers, Inc. |
| 10 | Nuveen California Municipal Value Fund | 3% | — | — |
| 11 | Franklin High Yield Tax-Free Income Fund · FHYVX, FRHIX, FHYIX, FHYRX, FHYQX | 3% | 0.50% | Franklin Advisers, Inc. |
| 12 | Nuveen California Select Tax-Free Income Portfolio | 3% | — | — |
| 13 | Nuveen California AMT-Free Quality Municipal Income Fund | 2% | — | — |
| 14 | American Century California Municipal Bond ETF · CATF | 2% | 0.27% | — |
| 15 | Invesco California Municipal Fund · OPCAX, OCAYX, OCACX, IORCX diff. adviser | 2% | 0.80% | Invesco Advisers, Inc. |
| 16 | BNY Mellon California AMT-Free Municipal Bond Fund, Inc. · DRCAX, DCACX, DCAAX, DCMIX, DCAYX diff. adviser | 2% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 17 | PIMCO California Flexible Municipal Income Fund | 2% | — | — |
| 18 | GREEN CA TAX-FREE INC FND · CFNTX diff. adviser | 2% | 0.81% | CCM Partners, LP. dba Shelton Capital Management |
| 19 | iShares Short-Term California Muni Active ETF diff. adviser | 2% | 0.20% | BlackRock Fund Advisors |
| 20 | Franklin California Municipal Income ETF | 2% | 0.35% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.