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 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 17% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 2 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 15% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 14% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | T. Rowe Price Summit Municipal Income Fund · PRINX, PAIMX, PRIMX diff. adviser | 14% | 0.35% | T. Rowe Price Associates, Inc. |
| 5 | Fidelity SAI Municipal Income Fund · FSMNX diff. adviser | 13% | 0.35% | Fidelity Management & Research Company LLC |
| 6 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 13% | 0.09% | The Vanguard Group, Inc. |
| 7 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX diff. adviser | 12% | 0.43% | New York Life Investment Management LLC |
| 8 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 12% | 0.15% | AllianceBernstein L.P. |
| 9 | VanEck High Yield Muni ETF · HYD diff. adviser | 11% | 0.32% | Van Eck Associates Corporation |
| 10 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 11% | 0.13% | J.P. Morgan Private Investments Inc. |
| 11 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX diff. adviser | 11% | 0.32% | Capital Research and Management Company |
| 12 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX diff. adviser | 11% | 0.54% | Russell Investment Management, LLC |
| 13 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX diff. adviser | 10% | 0.40% | Fidelity Management & Research Company LLC |
| 14 | Capital Group Municipal High-Income ETF · CGHM diff. adviser | 10% | 0.34% | Capital Research and Management Company |
| 15 | Fidelity Flex Municipal Income Fund · FUENX cheaper diff. adviser | 10% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | T. Rowe Price Tax-Free High Yield Fund · PRFHX, PATFX, PTYIX diff. adviser | 10% | 0.50% | T. Rowe Price Associates, Inc. |
| 17 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX diff. adviser | 10% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Aspiriant Risk-Managed Municipal Bond Fund · RMMBX diff. adviser | 9% | 0.43% | Aspiriant, LLC |
| 19 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX diff. adviser | 9% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX diff. adviser | 9% | 0.52% | Goldman Sachs Asset Management, L.P. |
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