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 National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX | 40% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 31% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 26% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Sustainable Municipal Income ETF · JMSI | 23% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan High Yield Municipal ETF · JMHI | 23% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 17% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Ultra-Short Municipal Income ETF · JMST | 12% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX | 12% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX | 10% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 9% | 0.15% | AllianceBernstein L.P. |
| 12 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 8% | 0.13% | J.P. Morgan Private Investments Inc. |
| 13 | VanEck High Yield Muni ETF · HYD diff. adviser | 8% | 0.32% | Van Eck Associates Corporation |
| 14 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 8% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 15 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 7% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 16 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 17 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 18 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 7% | 0.35% | Hartford Funds Management Company, LLC |
| 19 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX diff. adviser | 6% | 0.26% | Capital Research and Management Company |
| 20 | Capital Group Municipal High-Income ETF · CGHM diff. adviser | 6% | 0.34% | Capital Research and Management Company |
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