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 | 40% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 29% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 22% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan High Yield Municipal ETF · JMHI | 19% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper | 16% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 14% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 12% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper | 11% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 6% | 0.15% | AllianceBernstein L.P. |
| 12 | VanEck High Yield Muni ETF · HYD diff. adviser | 5% | 0.32% | Van Eck Associates Corporation |
| 13 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 5% | 0.35% | Hartford Funds Management Company, LLC |
| 14 | Columbia Total Return Municipal Income Fund · COLTX, COLCX, CTEZX, CADMX, CTEYX, CTEDX diff. adviser | 4% | 0.48% | Columbia Management Investment Advisers, LLC |
| 15 | BNY Mellon Municipal Opportunities Fund · MOTMX, MOTIX diff. adviser | 4% | 0.72% | BNY Mellon Investment Adviser, Inc. |
| 16 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 4% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | Invesco Advantage Municipal Income Trust II | 4% | — | — |
| 18 | Invesco Municipal Opportunity Trust | 4% | — | — |
| 19 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 4% | 0.29% | Hartford Funds Management Company, LLC |
| 20 | Invesco Trust for Investment Grade Municipals | 4% | — | — |
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