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 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX | 24% | 0.52% | John Hancock Investment Management LLC |
| 2 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX cheaper | 24% | 0.38% | John Hancock Investment Management LLC |
| 3 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 4 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 6% | 0.30% | Franklin Advisers, Inc. |
| 5 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 6 | High Yield Municipal Bond Fund · JHTFX, JCTFX, JHYMX, JCTRX | 6% | 0.63% | John Hancock Investment Management LLC |
| 7 | Goldman Sachs Municipal Income ETF · GMUB cheaper diff. adviser | 6% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 8 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 6% | 0.15% | AllianceBernstein L.P. |
| 9 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX diff. adviser | 6% | 0.41% | Lord, Abbett & Co. LLC |
| 10 | John Hancock Managed Account Shares Non-Investment-Grade Municipal Bond Portfolio · JHFMX cheaper | 5% | 0.00% | John Hancock Investment Management LLC |
| 11 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 5% | 0.29% | Hartford Funds Management Company, LLC |
| 12 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper diff. adviser | 5% | 0.01% | Lord, Abbett & Co. LLC |
| 13 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 5% | 0.47% | Lord, Abbett & Co. LLC |
| 14 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 5% | 0.30% | BlackRock Fund Advisors |
| 15 | Western Asset SMASh Series TF Fund · LSMSX cheaper diff. adviser | 5% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Fidelity Flex Municipal Income Fund · FUENX cheaper diff. adviser | 5% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 5% | 0.35% | Hartford Funds Management Company, LLC |
| 18 | MFS Municipal Intermediate Fund · MIUCX, MIUAX, MIUIX, MIURX cheaper diff. adviser | 5% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 4% | 0.55% | First Trust Advisors L.P. |
| 20 | Fidelity SAI Municipal Income Fund · FSMNX cheaper diff. adviser | 4% | 0.35% | Fidelity Management & Research Company LLC |
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