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 Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 28% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Municipal ETF · JMUB cheaper | 23% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 23% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper | 23% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX cheaper | 19% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 16% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 9% | 0.32% | Van Eck Associates Corporation |
| 9 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX | 9% | 0.79% | — |
| 10 | Nuveen High Yield Municipal Income ETF · NHYM diff. adviser | 9% | 0.35% | Nuveen Fund Advisors, LLC |
| 11 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper | 8% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 12 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper | 8% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 13 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper | 8% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 14 | AB High Income Municipal Portfolio · ABTHX, ABTFX, ABTYX, ABTZX diff. adviser | 8% | 0.87% | AllianceBernstein L.P. |
| 15 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 8% | 0.59% | Lord, Abbett & Co. LLC |
| 16 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 17 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX diff. adviser | 7% | 0.55% | Pacific Investment Management Company LLC |
| 18 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX diff. adviser | 7% | 0.49% | PGIM INVESTMENTS LLC |
| 19 | High-Yield Municipal Fund · ABHYX, AYMAX, AYMCX, AYMIX, AYMYX diff. adviser | 7% | 0.37% | American Century Investment Management, Inc. |
| 20 | Victory Pioneer High Income Municipal Fund · HIMYX, PIMAX, HICMX diff. adviser | 7% | 0.55% | Victory Capital Management Inc. |
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