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 | Hartford Municipal Opportunities ETF · HMOP cheaper | 38% | 0.29% | Hartford Funds Management Company, LLC |
| 2 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 12% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | Hartford Sustainable Municipal Bond Fund · HMKAX, HMKCX, HMKIX, HMKFX | 12% | 0.39% | Hartford Funds Management Company, LLC |
| 4 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 5 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 8% | 0.27% | AllianceBernstein L.P. |
| 6 | Hartford Municipal Short Duration Fund · HMJAX, HMJCX, HMJIX, HMJFX | 8% | 0.39% | Hartford Funds Management Company, LLC |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 8 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 7% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 11 | American Century Diversified Municipal Bond ETF · TAXF cheaper | 7% | 0.27% | — |
| 12 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 13 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 7% | 0.41% | Russell Investment Management, LLC |
| 14 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 15 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 6% | 0.26% | Capital Research and Management Company |
| 16 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 17 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 6% | 0.52% | John Hancock Investment Management LLC |
| 18 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 19 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 6% | 0.44% | Brown Brothers Harriman & Co. |
| 20 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX cheaper diff. adviser | 6% | 0.31% | Fidelity Management & Research Company LLC |
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