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 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX | 13% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX | 12% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 3 | Goldman Sachs Dynamic New York Municipal Income ETF · GMNY | 9% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 4 | Goldman Sachs Municipal Income Completion Fund · GSAAX cheaper | 8% | 0.00% | Goldman Sachs Asset Management, L.P. |
| 5 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 8% | 0.41% | Russell Investment Management, LLC |
| 6 | Goldman Sachs Dynamic California Municipal Income ETF · GCAL | 6% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 7 | John Hancock Dynamic Municipal Bond ETF · JHMU diff. adviser | 6% | 0.39% | John Hancock Investment Management LLC |
| 8 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 6% | 0.38% | John Hancock Investment Management LLC |
| 9 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 6% | 0.52% | John Hancock Investment Management LLC |
| 10 | NYLI MacKay Muni Intermediate ETF · MMIT diff. adviser | 5% | 0.30% | New York Life Investment Management LLC |
| 11 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 5% | 0.35% | Hartford Funds Management Company, LLC |
| 12 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
| 13 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX | 5% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 14 | Hartford Municipal Opportunities ETF · HMOP diff. adviser | 5% | 0.29% | Hartford Funds Management Company, LLC |
| 15 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 5% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 16 | VanEck High Yield Muni ETF · HYD diff. adviser | 5% | 0.32% | Van Eck Associates Corporation |
| 17 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 5% | 0.12% | The Vanguard Group, Inc. |
| 18 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 5% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX diff. adviser | 4% | 0.45% | New York Life Investment Management LLC |
| 20 | AB Tax-Aware Short Duration Municipal ETF · TAFI diff. adviser | 4% | 0.27% | AllianceBernstein L.P. |
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