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 | Nomura Tax-Free Minnesota Fund · DEFFX, DMOCX, DMNIX diff. adviser | 17% | 0.56% | Macquarie Investment Management Business Trust |
| 2 | Nomura Minnesota High-Yield Municipal Bond Fund · DVMHX, DVMMX, DMHIX diff. adviser | 16% | 0.59% | Macquarie Investment Management Business Trust |
| 3 | Sit Minnesota Tax-Free Income Fund · SMTFX diff. adviser | 14% | 0.81% | Sit Investment Associates, Inc. |
| 4 | Nuveen Minnesota Municipal Bond Fund · FJMNX, FYMNX, NTCCX diff. adviser | 13% | 0.57% | Nuveen Fund Advisors, LLC |
| 5 | Counterpoint Tactical Municipal Fund · TMNAX, TMNCX, TMNIX diff. adviser | 13% | 1.50% | Counterpoint Mutual Funds, LLC |
| 6 | Putnam Minnesota Tax Exempt Income Fund · PXMNX, PMTBX diff. adviser | 10% | 0.55% | Franklin Advisers, Inc. |
| 7 | Franklin Minnesota Municipal Income ETF cheaper | 10% | 0.35% | — |
| 8 | Columbia California Intermediate Municipal Bond Fund · NACMX, NCMAX, CNBRX, CCBYX, NCMDX cheaper | 9% | 0.43% | Columbia Management Investment Advisers, LLC |
| 9 | Franklin Minnesota Tax-Free Income Fund · FMINX, FMNIX, FMNZX, FKTDX, FMNQX diff. adviser | 9% | 0.54% | Franklin Advisers, Inc. |
| 10 | Allspring Minnesota Tax-Free Fund · WMTCX, NMTFX, NWMIX, WMTIX diff. adviser | 9% | 0.52% | Allspring Funds Management, LLC |
| 11 | E*TRADE No Fee Municipal Bond Index Fund · ETMUX cheaper diff. adviser | 8% | 0.00% | Morgan Stanley Investment Management Inc. |
| 12 | Nuveen Minnesota Quality Municipal Income Fund | 8% | — | — |
| 13 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 8% | 0.30% | BlackRock Fund Advisors |
| 14 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper | 7% | 0.29% | Columbia Management Investment Advisers, LLC |
| 15 | RiverNorth Managed Duration Municipal Income Fund II Inc. | 7% | — | — |
| 16 | RiverNorth Flexible Municipal Income Fund Inc. | 7% | — | — |
| 17 | iShares Short Duration High Yield Muni Active ETF cheaper diff. adviser | 7% | 0.40% | BlackRock Fund Advisors |
| 18 | Eaton Vance Minnesota Municipal Income Fund · ETMNX, ECMNX, EIMNX diff. adviser | 7% | 0.52% | Boston Management and Research |
| 19 | RiverNorth Managed Duration Muni Income Fund Inc. | 7% | — | — |
| 20 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 6% | 0.32% | BlackRock Advisors, LLC |
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