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 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX diff. adviser | 8% | 0.50% | Thornburg Investment Management, Inc. |
| 2 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 6% | 0.26% | BlackRock Fund Advisors |
| 3 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX diff. adviser | 6% | 0.45% | abrdn Inc. |
| 4 | abrdn Ultra Short Municipal Income Active ETF cheaper diff. adviser | 5% | 0.25% | abrdn Inc. |
| 5 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 5% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 4% | 0.33% | Columbia Management Investment Advisers, LLC |
| 7 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 3% | 0.29% | PGIM INVESTMENTS LLC |
| 8 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper diff. adviser | 3% | 0.29% | Columbia Management Investment Advisers, LLC |
| 9 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 10 | Invesco Short Term Municipal Fund diff. adviser | 3% | 0.43% | Invesco Advisers, Inc. |
| 11 | BlackRock Virginia Municipal Bond Trust | 3% | — | — |
| 12 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 3% | 0.55% | First Trust Advisors L.P. |
| 13 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF cheaper | 3% | 0.35% | — |
| 14 | First Trust Flexible Municipal High Income ETF · MFLX diff. adviser | 3% | 1.01% | First Trust Advisors L.P. |
| 15 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX diff. adviser | 3% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 16 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper diff. adviser | 3% | 0.20% | Fidelity Management & Research Company LLC |
| 17 | Capital Group Short Duration Municipal Income ETF · CGSM cheaper diff. adviser | 3% | 0.25% | Capital Research and Management Company |
| 18 | NYLI MacKay Arizona Muni Fund · AZTAX, AZTCX, AZTYX, AZTFX diff. adviser | 3% | 0.55% | New York Life Investment Management LLC |
| 19 | Federated Hermes Conservative Municipal Microshort Fund · FHMIX, FHMAX cheaper | 3% | 0.25% | — |
| 20 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper diff. adviser | 3% | 0.00% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.