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 | John Hancock Dynamic Municipal Bond ETF · JHMU | 24% | 0.39% | John Hancock Investment Management LLC |
| 2 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX | 23% | 0.52% | John Hancock Investment Management LLC |
| 3 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 7% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 7% | 0.29% | Hartford Funds Management Company, LLC |
| 5 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 7% | 0.30% | BlackRock Fund Advisors |
| 6 | High Yield Fund · JHHBX, JHYCX, JYHIX, JFHYX | 7% | 0.55% | John Hancock Investment Management LLC |
| 7 | High Yield Trust · JAEMX, JAELX, JAEOX diff. adviser | 7% | 0.61% | John Hancock Variable Trust Advisers LLC |
| 8 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 7% | 0.29% | PGIM INVESTMENTS LLC |
| 9 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX diff. adviser | 7% | 0.41% | Lord, Abbett & Co. LLC |
| 10 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 6% | 0.30% | Franklin Advisers, Inc. |
| 11 | Fundamental Large Cap Value Trust · JADIX, JVFLX, JADJX diff. adviser | 6% | 0.72% | John Hancock Variable Trust Advisers LLC |
| 12 | Multi-Asset High Income Fund · JIAFX, JIAGX, JIAIX, JIASX | 6% | 0.58% | — |
| 13 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX | 6% | 0.72% | John Hancock Investment Management LLC |
| 14 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 6% | 0.35% | Hartford Funds Management Company, LLC |
| 15 | 2070 Lifetime Blend Portfolio · JHODX, JHOBX, JHOAX cheaper | 6% | 0.32% | — |
| 16 | Goldman Sachs Municipal Income ETF · GMUB cheaper diff. adviser | 6% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 17 | 2020 Lifetime Blend Portfolio · JRLOX, JRLPX, JRTAX, JHAPX cheaper | 6% | 0.35% | — |
| 18 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 19 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 20 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX diff. adviser | 6% | 0.49% | PGIM INVESTMENTS LLC |
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