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 Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 22% | 0.34% | — |
| 2 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 7% | 0.33% | Pacific Investment Management Company LLC |
| 3 | Federated Hermes Conservative Municipal Microshort Fund · FHMIX, FHMAX cheaper | 7% | 0.25% | — |
| 4 | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund · SMMU cheaper diff. adviser | 7% | 0.35% | Pacific Investment Management Company LLC |
| 5 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 6 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 6% | 0.53% | Thornburg Investment Management, Inc. |
| 7 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 6% | 0.20% | Fidelity Management & Research Company LLC |
| 8 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX diff. adviser | 6% | 0.42% | Victory Capital Management Inc. |
| 9 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 6% | 0.32% | BlackRock Advisors, LLC |
| 10 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 6% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 6% | 0.55% | First Trust Advisors L.P. |
| 12 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 6% | 0.48% | Thornburg Investment Management, Inc. |
| 13 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX diff. adviser | 5% | 0.50% | Thornburg Investment Management, Inc. |
| 14 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 5% | 0.35% | Allspring Funds Management, LLC |
| 15 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 5% | 0.33% | Columbia Management Investment Advisers, LLC |
| 16 | BNY Mellon Municipal Short Duration ETF cheaper | 5% | 0.35% | — |
| 17 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 5% | 0.09% | Strategic Advisers LLC |
| 18 | BNY Mellon National Short-Term Municipal Bond Fund · MPSTX, MINSX diff. adviser | 5% | 0.44% | BNY Mellon Investment Adviser, Inc. |
| 19 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper diff. adviser | 5% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 20 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.