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 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 2 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 7% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 7% | 0.29% | PGIM INVESTMENTS LLC |
| 4 | First Trust Managed Municipal ETF · FMB cheaper | 7% | 0.39% | First Trust Advisors L.P. |
| 5 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 6 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 7% | 0.34% | — |
| 7 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX cheaper diff. adviser | 7% | 0.38% | Franklin Advisers, Inc. |
| 8 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 9 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 6% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 6% | 0.33% | Columbia Management Investment Advisers, LLC |
| 11 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 6% | 0.35% | Allspring Funds Management, LLC |
| 12 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 6% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 13 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 6% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 14 | Franklin Short-Term Municipal Income ETF cheaper diff. adviser | 6% | 0.21% | Franklin Advisers, Inc. |
| 15 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 6% | 0.09% | Strategic Advisers LLC |
| 16 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 6% | 0.24% | T. Rowe Price Associates, Inc. |
| 17 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 18 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX cheaper diff. adviser | 5% | 0.53% | Thornburg Investment Management, Inc. |
| 19 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 5% | 0.32% | Van Eck Associates Corporation |
| 20 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
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