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 Municipal Income Completion Fund · GSAAX cheaper | 27% | 0.00% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX | 21% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 3 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 20% | 0.41% | Russell Investment Management, LLC |
| 4 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX diff. adviser | 15% | 0.54% | Russell Investment Management, LLC |
| 5 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX | 15% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 6 | Goldman Sachs Municipal Income ETF · GMUB cheaper | 13% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 7 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 11% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 8 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 11% | 0.32% | Van Eck Associates Corporation |
| 9 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 10% | 0.34% | Capital Research and Management Company |
| 10 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX cheaper diff. adviser | 9% | 0.32% | Capital Research and Management Company |
| 11 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 9% | 0.35% | SSGA Funds Management, Inc. |
| 12 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 9% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 9% | 0.19% | Strategic Advisers LLC |
| 14 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 9% | 0.15% | AllianceBernstein L.P. |
| 15 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 16 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 8% | 0.13% | J.P. Morgan Private Investments Inc. |
| 17 | Nuveen Short Duration High Yield Municipal Bond Fund · NVHAX, NVHIX, NVCCX diff. adviser | 8% | 0.75% | Nuveen Fund Advisors, LLC |
| 18 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 8% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 20 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX diff. adviser | 8% | 0.58% | New York Life Investment Management LLC |
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