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 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 8% | 0.38% | PGIM INVESTMENTS LLC |
| 2 | Goldman Sachs Dynamic New York Municipal Income ETF · GMNY | 8% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 3 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX diff. adviser | 7% | 0.33% | Pacific Investment Management Company LLC |
| 4 | American Century California Municipal Bond ETF · CATF cheaper | 7% | 0.27% | — |
| 5 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX diff. adviser | 7% | 0.48% | New York Life Investment Management LLC |
| 6 | Goldman Sachs Municipal Income ETF · GMUB cheaper | 6% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 7 | Invesco Limited Term California Municipal Fund · OLCAX, OLCCX, OLCYX, IORLX diff. adviser | 6% | 0.50% | Invesco Advisers, Inc. |
| 8 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX diff. adviser | 6% | 0.44% | Pacific Investment Management Company LLC |
| 9 | Invesco California Municipal Fund · OPCAX, OCAYX, OCACX, IORCX diff. adviser | 6% | 0.80% | Invesco Advisers, Inc. |
| 10 | NYLI MacKay California Muni Intermediate ETF · MMCA diff. adviser | 5% | 0.36% | New York Life Investment Management LLC |
| 11 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 12 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 5% | 0.50% | AllianceBernstein L.P. |
| 13 | First Trust California Municipal High Income ETF · FCAL diff. adviser | 5% | 0.65% | First Trust Advisors L.P. |
| 14 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX | 5% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 15 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 16 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX diff. adviser | 5% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 17 | Schwab California Tax-Free Bond Fund · SWCAX diff. adviser | 5% | 0.38% | Charles Schwab Investment Management, Inc. |
| 18 | Lord Abbett California Tax-Free Income Fund · LCFIX, CALAX, LCFFX, CAILX, LCFOX diff. adviser | 5% | 0.57% | Lord, Abbett & Co. LLC |
| 19 | Western Asset California Municipals Fund · SCACX, LMCUX, SHRCX, SHRSX diff. adviser | 4% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | California Municipal Bond Fund · TACAX, TCCAX, JCAFX, JCSRX diff. adviser | 4% | 0.50% | John Hancock Investment Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.