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 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper | 12% | 0.35% | Hartford Funds Management Company, LLC |
| 2 | Hartford Municipal Opportunities ETF · HMOP cheaper | 8% | 0.29% | Hartford Funds Management Company, LLC |
| 3 | Hartford Municipal Short Duration Fund · HMJAX, HMJCX, HMJIX, HMJFX | 4% | 0.39% | Hartford Funds Management Company, LLC |
| 4 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 3% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | BlackRock MuniYield Fund, Inc. | 2% | — | — |
| 6 | Federated Hermes Intermediate Municipal Fund · FIMYX, FIMTX diff. adviser | 2% | 0.45% | Federated Advisory Services Company, Federated Investment Management Company |
| 7 | Nomura National High-Yield Municipal Bond ETF · HTAX diff. adviser | 2% | 0.49% | Delaware Management Company |
| 8 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 2% | 0.32% | Van Eck Associates Corporation |
| 9 | BlackRock Municipal Income Quality Trust | 2% | — | — |
| 10 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX diff. adviser | 2% | 0.43% | UBS Asset Management (Americas) LLC |
| 11 | Nomura Tax-Free USA Intermediate Fund · DMUSX, DUICX, DUSIX diff. adviser | 2% | 0.50% | Macquarie Investment Management Business Trust |
| 12 | Tax-Exempt Bond Fund · PTEAX, PTBCX, PITEX diff. adviser | 2% | 0.64% | Principal Global Investors, LLC |
| 13 | Western Asset Managed Municipals Fund Inc. | 2% | — | — |
| 14 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX diff. adviser | 2% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 2% | 0.41% | Russell Investment Management, LLC |
| 16 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 2% | 0.44% | Brown Brothers Harriman & Co. |
| 17 | Nomura Tax-Free California Fund · DVTAX, DVFTX, DCTIX diff. adviser | 2% | 0.55% | Macquarie Investment Management Business Trust |
| 18 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 2% | 0.52% | John Hancock Investment Management LLC |
| 19 | NYLI MacKay Utah Muni Fund · UTACX, UTAYX, UTAHX, UTAVX diff. adviser | 2% | 0.55% | New York Life Investment Management LLC |
| 20 | Nomura Tax-Free USA ETF · LTAX | 2% | 0.39% | — |
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