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 | 38% | 0.35% | Hartford Funds Management Company, LLC |
| 2 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 11% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | Hartford Municipal Short Duration Fund · HMJAX, HMJCX, HMJIX, HMJFX | 9% | 0.39% | Hartford Funds Management Company, LLC |
| 4 | Hartford Sustainable Municipal Bond Fund · HMKAX, HMKCX, HMKIX, HMKFX | 8% | 0.39% | Hartford Funds Management Company, LLC |
| 5 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 7% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 7% | 0.15% | AllianceBernstein L.P. |
| 7 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 7% | 0.38% | John Hancock Investment Management LLC |
| 8 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 6% | 0.44% | Brown Brothers Harriman & Co. |
| 9 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 6% | 0.27% | AllianceBernstein L.P. |
| 10 | American Century Diversified Municipal Bond ETF · TAXF cheaper | 6% | 0.27% | — |
| 11 | 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 |
| 12 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 6% | 0.52% | John Hancock Investment Management LLC |
| 13 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX diff. adviser | 6% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 14 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 15 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX diff. adviser | 6% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 16 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 6% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 17 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 5% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 18 | iShares Intermediate Muni Income Active ETF diff. adviser | 5% | 0.30% | BlackRock Fund Advisors |
| 19 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 20 | John Hancock Dynamic Municipal Bond ETF · JHMU diff. adviser | 5% | 0.39% | John Hancock Investment Management LLC |
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