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 Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX | 11% | 0.47% | Lord, Abbett & Co. LLC |
| 2 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX diff. adviser | 9% | 0.45% | abrdn Inc. |
| 3 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX | 7% | 0.41% | Lord, Abbett & Co. LLC |
| 4 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 5 | Invesco Short Term Municipal Fund diff. adviser | 6% | 0.43% | Invesco Advisers, Inc. |
| 6 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX diff. adviser | 6% | 0.42% | Victory Capital Management Inc. |
| 7 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 5% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 5% | 0.35% | Allspring Funds Management, LLC |
| 9 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 5% | 0.29% | PGIM INVESTMENTS LLC |
| 10 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper diff. adviser | 5% | 0.20% | Allspring Funds Management, LLC |
| 11 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 5% | 0.19% | — |
| 12 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX cheaper diff. adviser | 5% | 0.38% | Franklin Advisers, Inc. |
| 13 | Nuveen Short Duration High Yield Municipal Bond Fund · NVHAX, NVHIX, NVCCX diff. adviser | 5% | 0.75% | Nuveen Fund Advisors, LLC |
| 14 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 15 | Invesco Limited Term Municipal Income Fund · ATFAX, AITFX, ATFIX, ATFYX, ATFCX, ATFSX cheaper diff. adviser | 4% | 0.28% | Invesco Advisers, Inc. |
| 16 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper diff. adviser | 4% | 0.30% | New York Life Investment Management LLC |
| 17 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX cheaper diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 18 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 19 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 4% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 20 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 4% | 0.09% | Strategic Advisers LLC |
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