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 | 9% | 0.29% | Hartford Funds Management Company, LLC |
| 2 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper | 8% | 0.35% | Hartford Funds Management Company, LLC |
| 3 | Hartford Sustainable Municipal Bond Fund · HMKAX, HMKCX, HMKIX, HMKFX | 4% | 0.39% | Hartford Funds Management Company, LLC |
| 4 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 4% | 0.24% | T. Rowe Price Associates, Inc. |
| 5 | NYLI MacKay Short Term Muni Fund · MYTBX, MSTAX, MSTIX, MSTEX, MSTUX diff. adviser | 3% | 0.39% | New York Life Investment Management LLC |
| 6 | Putnam Short-Term Municipal Income Fund cheaper diff. adviser | 3% | 0.33% | Franklin Advisers, Inc. |
| 7 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper diff. adviser | 3% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 8 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 9 | Nuveen Short Term Municipal Bond Fund · FSHAX, FSHYX, NAAEX diff. adviser | 3% | 0.43% | Nuveen Fund Advisors, LLC |
| 10 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 3% | 0.55% | First Trust Advisors L.P. |
| 11 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 3% | 0.35% | Boston Management and Research |
| 12 | Western Asset Short Duration Municipal Income Fund · SHDAX, SHDLX, SMDYX, SHDSX, CIABX cheaper diff. adviser | 3% | 0.35% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Eaton Vance Municipal Income 2028 Term Trust | 3% | — | — |
| 14 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX diff. adviser | 3% | 0.41% | Lord, Abbett & Co. LLC |
| 15 | Franklin Short-Term Municipal Income ETF cheaper diff. adviser | 2% | 0.21% | Franklin Advisers, Inc. |
| 16 | Goldman Sachs Municipal Income ETF · GMUB cheaper diff. adviser | 2% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 17 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 2% | 0.24% | Capital Research and Management Company |
| 18 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 2% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 2% | 0.53% | Thornburg Investment Management, Inc. |
| 20 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 2% | 0.33% | Columbia Management Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.