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 cheaper | 15% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Municipal Income ETF · GMUB cheaper | 12% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 3 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 10% | 0.09% | The Vanguard Group, Inc. |
| 4 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 10% | 0.41% | Russell Investment Management, LLC |
| 5 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 9% | 0.12% | The Vanguard Group, Inc. |
| 6 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 7 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 8% | 0.09% | Strategic Advisers LLC |
| 8 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 8% | 0.24% | T. Rowe Price Associates, Inc. |
| 9 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX diff. adviser | 8% | 0.43% | Nuveen Fund Advisors, LLC |
| 10 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 11 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 6% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 6% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 6% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 6% | 0.24% | Capital Research and Management Company |
| 15 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 16 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 6% | 0.55% | First Trust Advisors L.P. |
| 17 | Capital Group Short Duration Municipal Income ETF · CGSM cheaper diff. adviser | 6% | 0.25% | Capital Research and Management Company |
| 18 | Baird Short-Term Municipal Bond Fund · BTMIX, BTMSX cheaper diff. adviser | 6% | 0.30% | Robert W. Baird & Co. Incorporated |
| 19 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 5% | 0.35% | Allspring Funds Management, LLC |
| 20 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM cheaper diff. adviser | 5% | 0.20% | SSGA Funds Management, Inc. |
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