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 | JPMorgan Municipal ETF · JMUB cheaper | 17% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 16% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper | 16% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan High Yield Municipal ETF · JMHI | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 14% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 13% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX cheaper | 12% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper | 9% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper | 9% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 10 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 8% | 0.38% | PGIM INVESTMENTS LLC |
| 11 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX diff. adviser | 8% | 0.49% | Thornburg Investment Management, Inc. |
| 12 | American Century California Municipal Bond ETF · CATF cheaper | 7% | 0.27% | — |
| 13 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper | 7% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 14 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 7% | 0.27% | Capital Research and Management Company |
| 15 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX diff. adviser | 7% | 0.48% | New York Life Investment Management LLC |
| 16 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 7% | 0.50% | AllianceBernstein L.P. |
| 17 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper diff. adviser | 7% | 0.24% | American Century Investment Management, Inc. |
| 18 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX cheaper diff. adviser | 6% | 0.33% | Pacific Investment Management Company LLC |
| 19 | Fidelity California Limited Term Tax-Free Bond Fund · FCSTX cheaper diff. adviser | 6% | 0.30% | Fidelity Management & Research Company LLC |
| 20 | PIMCO California Municipal Bond Fund · PCTIX, PCTPX, PCTTX, PCTGX diff. adviser | 6% | 0.44% | Pacific Investment Management Company LLC |
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