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 Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 25% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Municipal ETF · JMUB | 23% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan High Yield Municipal ETF · JMHI | 23% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 21% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 16% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX | 16% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 13% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX | 11% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Ultra-Short Municipal Income ETF · JMST | 11% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX | 9% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 11 | Hartford Municipal Opportunities ETF · HMOP diff. adviser | 5% | 0.29% | Hartford Funds Management Company, LLC |
| 12 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 4% | 0.38% | PGIM INVESTMENTS LLC |
| 13 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 4% | 0.35% | Hartford Funds Management Company, LLC |
| 14 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 4% | 0.38% | John Hancock Investment Management LLC |
| 15 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 4% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | California High-Yield Municipal Fund · BCHYX, CAYAX, CAYCX, BCHIX, ACYHX diff. adviser | 4% | 0.27% | American Century Investment Management, Inc. |
| 17 | NYLI MacKay Muni Intermediate ETF · MMIT diff. adviser | 4% | 0.30% | New York Life Investment Management LLC |
| 18 | BNY Mellon Municipal Intermediate ETF | 4% | 0.35% | — |
| 19 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 3% | 0.15% | AllianceBernstein L.P. |
| 20 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
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