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 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX | 33% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Managed Municipals Fund Inc. | 33% | — | — |
| 3 | Western Asset Municipal High Income Fund Inc. | 29% | — | — |
| 4 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX | 28% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX | 27% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Western Asset Intermediate Muni Fund Inc. | 27% | — | — |
| 7 | Western Asset New York Municipals Fund · SBNYX, SBYLX, SNPYX, SNIPX | 11% | 0.61% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | VanEck High Yield Muni ETF · HYD diff. adviser | 9% | 0.32% | Van Eck Associates Corporation |
| 9 | Western Asset Intermediate Maturity New York Municipals Fund · IMNYX, SINLX, LMIIX, SNYSX | 7% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 7% | 0.59% | Lord, Abbett & Co. LLC |
| 11 | Nomura National High-Yield Municipal Bond ETF · HTAX diff. adviser | 6% | 0.49% | Delaware Management Company |
| 12 | BlackRock MuniHoldings Fund, Inc. | 6% | — | — |
| 13 | AMG GW&K Municipal Enhanced SMA Shares · MESHX cheaper diff. adviser | 6% | 0.00% | AMG Funds LLC |
| 14 | Bridge Builder Municipal High-Income Bond Fund · BBMHX diff. adviser | 6% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 15 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX diff. adviser | 6% | 0.18% | Boston Management and Research |
| 16 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 6% | 0.56% | Lord, Abbett & Co. LLC |
| 17 | Strategic Advisers Municipal Bond Fund · FSMUX diff. adviser | 6% | 0.19% | Strategic Advisers LLC |
| 18 | AMG GW&K Municipal Enhanced Yield Fund · GWMEX, GWMNX, GWMZX diff. adviser | 6% | 0.59% | AMG Funds LLC |
| 19 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB diff. adviser | 5% | 0.35% | SSGA Funds Management, Inc. |
| 20 | BlackRock MuniYield Quality Fund II, Inc. | 5% | — | — |
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