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 | Allspring Wisconsin Tax-Free Fund · WWTCX, WWTFX, WWTIX cheaper diff. adviser | 23% | 0.52% | Allspring Funds Management, LLC |
| 2 | Nuveen Kansas Municipal Bond Fund · FKSTX, FRKSX, FAFOX cheaper | 7% | 0.66% | Nuveen Fund Advisors, LLC |
| 3 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 5% | 0.49% | Delaware Management Company |
| 4 | Nuveen High Yield Municipal Income ETF · NHYM cheaper | 4% | 0.35% | Nuveen Fund Advisors, LLC |
| 5 | Nuveen Municipal Credit Opportunities Fund | 4% | — | — |
| 6 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX cheaper diff. adviser | 3% | 0.58% | New York Life Investment Management LLC |
| 7 | BlackRock MuniVest Fund, Inc. | 3% | — | — |
| 8 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX cheaper diff. adviser | 3% | 0.59% | Lord, Abbett & Co. LLC |
| 9 | Nomura Tax-Free USA Fund · DMTFX, DUSCX, DTFIX cheaper diff. adviser | 3% | 0.55% | Macquarie Investment Management Business Trust |
| 10 | Nomura Tax-Free USA ETF · LTAX cheaper | 3% | 0.39% | — |
| 11 | AMG GW&K Municipal Enhanced SMA Shares · MESHX cheaper diff. adviser | 3% | 0.00% | AMG Funds LLC |
| 12 | DWS Massachusetts Tax-Free Fund · SQMAX, SQMCX, SCMAX, DMAIX cheaper diff. adviser | 3% | 0.62% | DWS Investment Management Americas, Inc. |
| 13 | NEUBERGER MUNICIPAL FUND INC. | 3% | — | — |
| 14 | Nuveen Municipal Credit Income Fund | 3% | — | — |
| 15 | Nomura Tax-Free USA Intermediate Fund · DMUSX, DUICX, DUSIX cheaper diff. adviser | 3% | 0.50% | Macquarie Investment Management Business Trust |
| 16 | BlackRock MuniHoldings Quality Fund II, Inc. | 3% | — | — |
| 17 | Nomura Tax-Free California Fund · DVTAX, DVFTX, DCTIX cheaper diff. adviser | 3% | 0.55% | Macquarie Investment Management Business Trust |
| 18 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX cheaper | 3% | 0.79% | — |
| 19 | Nuveen Massachusetts Quality Municipal Income Fund | 3% | — | — |
| 20 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 3% | 0.35% | SSGA Funds Management, Inc. |
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