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 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX cheaper diff. adviser | 12% | 0.44% | Pacific Investment Management Company LLC |
| 2 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX cheaper diff. adviser | 12% | 0.38% | PGIM INVESTMENTS LLC |
| 3 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 11% | 0.27% | Capital Research and Management Company |
| 4 | CALIFORNIA MUNICIPAL BOND FUND · SBDAX, SCYYX diff. adviser | 10% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 9% | 0.27% | AllianceBernstein L.P. |
| 6 | NYLI MacKay California Muni Intermediate ETF · MMCA cheaper diff. adviser | 9% | 0.36% | New York Life Investment Management LLC |
| 7 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 8% | 0.50% | AllianceBernstein L.P. |
| 8 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX cheaper diff. adviser | 8% | 0.33% | Pacific Investment Management Company LLC |
| 9 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX cheaper diff. adviser | 8% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 10 | Payden California Municipal Social Impact Fund · PYCRX, PYCLX cheaper diff. adviser | 8% | 0.45% | Payden & Rygel |
| 11 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 12 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX cheaper diff. adviser | 7% | 0.29% | Capital Research and Management Company |
| 13 | Fidelity California Limited Term Tax-Free Bond Fund · FCSTX cheaper diff. adviser | 7% | 0.30% | Fidelity Management & Research Company LLC |
| 14 | Columbia Strategic California Municipal Income Fund · CLMPX, CCAOX, CCAZX, CCAUX, CCXYX cheaper diff. adviser | 7% | 0.48% | Columbia Management Investment Advisers, LLC |
| 15 | BlackRock California Municipal Opportunities Fund cheaper diff. adviser | 7% | 0.42% | BlackRock Advisors, LLC |
| 16 | Franklin Municipal Green Bond ETF · FLMB cheaper diff. adviser | 7% | 0.30% | Franklin Advisers, Inc. |
| 17 | Allspring California Limited-Term Tax-Free fund · SFCIX, SFCCX, SCTIX, SFCNX diff. adviser | 6% | 0.50% | Allspring Funds Management, LLC |
| 18 | Capital Group California Short-Term Municipal Fund · CCSTX cheaper diff. adviser | 6% | 0.30% | Capital Research and Management Company |
| 19 | Schwab California Tax-Free Bond Fund · SWCAX cheaper diff. adviser | 6% | 0.38% | Charles Schwab Investment Management, Inc. |
| 20 | iShares Short-Term California Muni Active ETF cheaper diff. adviser | 6% | 0.20% | BlackRock Fund Advisors |
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