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 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper | 20% | 0.41% | Lord, Abbett & Co. LLC |
| 2 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper | 14% | 0.01% | Lord, Abbett & Co. LLC |
| 3 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX | 12% | 0.56% | Lord, Abbett & Co. LLC |
| 4 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX cheaper | 11% | 0.41% | Lord, Abbett & Co. LLC |
| 5 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 9% | 0.27% | Capital Research and Management Company |
| 6 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 9% | 0.32% | Van Eck Associates Corporation |
| 7 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 8 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX cheaper diff. adviser | 7% | 0.45% | New York Life Investment Management LLC |
| 9 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 7% | 0.26% | Capital Research and Management Company |
| 10 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 11 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX | 7% | 0.59% | Lord, Abbett & Co. LLC |
| 12 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 7% | 0.34% | Capital Research and Management Company |
| 13 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 7% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 14 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 7% | 0.32% | Van Eck Associates Corporation |
| 15 | PIMCO Municipal Bond Fund · PFMIX, PMLAX, PMLCX, PMUPX, PMUNX cheaper diff. adviser | 7% | 0.44% | Pacific Investment Management Company LLC |
| 16 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 7% | 0.30% | Franklin Advisers, Inc. |
| 17 | Invesco Intermediate Term Municipal Income Fund · VKLMX, VKLCX, VKLIX, VKLSX diff. adviser | 7% | 0.52% | Invesco Advisers, Inc. |
| 18 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX cheaper diff. adviser | 7% | 0.40% | AllianceBernstein L.P. |
| 19 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX cheaper diff. adviser | 7% | 0.41% | Russell Investment Management, LLC |
| 20 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.