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 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX | 14% | 0.43% | Nuveen Fund Advisors, LLC |
| 2 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 7% | 0.24% | T. Rowe Price Associates, Inc. |
| 3 | PGIM Ultra Short Municipal Bond ETF · PUSH cheaper diff. adviser | 6% | 0.15% | PGIM INVESTMENTS LLC |
| 4 | Nuveen Intermediate Duration Municipal Bond Fund · NMBAX, NUVBX, NNCCX | 5% | 0.44% | Nuveen Fund Advisors, LLC |
| 5 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 5% | 0.09% | Strategic Advisers LLC |
| 6 | BNY Mellon National Short-Term Municipal Bond Fund · MPSTX, MINSX diff. adviser | 5% | 0.44% | BNY Mellon Investment Adviser, Inc. |
| 7 | Nuveen Select Maturities Municipal Fund | 5% | — | — |
| 8 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 4% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 9 | BNY Mellon Municipal Short Duration ETF cheaper | 4% | 0.35% | — |
| 10 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 4% | 0.19% | — |
| 11 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 12 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 13 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 4% | 0.25% | Fidelity Management & Research Company LLC |
| 14 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 15 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 4% | 0.35% | Boston Management and Research |
| 16 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper diff. adviser | 4% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 17 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 3% | 0.55% | First Trust Advisors L.P. |
| 18 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 3% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX cheaper diff. adviser | 3% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | DWS Short-Term Municipal Bond Fund · SRMAX, SRMCX, SRMSX, MGSMX cheaper diff. adviser | 3% | 0.42% | DWS Investment Management Americas, Inc. |
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