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 | AMG GW&K Municipal Enhanced SMA Shares · MESHX cheaper | 50% | 0.00% | AMG Funds LLC |
| 2 | AMG GW&K Muni Income ETF · MUNX cheaper | 12% | 0.29% | AMG Funds LLC |
| 3 | Nuveen Municipal Income Fund, Inc. | 8% | — | — |
| 4 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX diff. adviser | 8% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | NEUBERGER MUNICIPAL FUND INC. | 7% | — | — |
| 6 | Nuveen Municipal Credit Income Fund | 7% | — | — |
| 7 | abrdn National Municipal Income Fund | 7% | — | — |
| 8 | Nuveen High Yield Municipal Income ETF · NHYM cheaper diff. adviser | 6% | 0.35% | Nuveen Fund Advisors, LLC |
| 9 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX cheaper diff. adviser | 6% | 0.56% | Lord, Abbett & Co. LLC |
| 10 | Neuberger Berman Municipal High Income Fund · NMHAX, NMHCX, NMHIX cheaper diff. adviser | 6% | 0.50% | Neuberger Berman Investment Advisers LLC |
| 11 | Western Asset Managed Municipals Fund Inc. | 6% | — | — |
| 12 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX | 6% | 0.79% | — |
| 13 | AB Tax-Aware Long Municipal ETF · TAFL cheaper diff. adviser | 6% | 0.28% | AllianceBernstein L.P. |
| 14 | Western Asset SMASh Series TF Fund · LSMSX cheaper diff. adviser | 6% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 6% | 0.49% | Delaware Management Company |
| 16 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 5% | 0.59% | Lord, Abbett & Co. LLC |
| 17 | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | 5% | — | — |
| 18 | Opportunistic Municipal Fund · PMOAX, POMFX diff. adviser | 5% | 0.80% | Principal Global Investors, LLC |
| 19 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX cheaper diff. adviser | 5% | 0.58% | Lord, Abbett & Co. LLC |
| 20 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 5% | 0.15% | AllianceBernstein L.P. |
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