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 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX cheaper | 12% | 0.48% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Strategic Municipal Income Fund · TSSAX, TSSCX, TSSIX cheaper | 11% | 0.50% | Thornburg Investment Management, Inc. |
| 3 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 4 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX cheaper | 7% | 0.50% | Thornburg Investment Management, Inc. |
| 5 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 7% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 6% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 7 | Intermediate-Term Tax-Free Bond Fund · TWTIX, AXBIX, TWWOX, TWTCX, ATBYX cheaper diff. adviser | 6% | 0.23% | American Century Investment Management, Inc. |
| 8 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 9 | BNY Mellon Municipal Intermediate ETF cheaper | 6% | 0.35% | — |
| 10 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
| 11 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 5% | 0.32% | BlackRock Advisors, LLC |
| 12 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 5% | 0.25% | Fidelity Management & Research Company LLC |
| 13 | BNY Mellon National Intermediate Municipal Bond Fund · MPNIX, MINMX diff. adviser | 5% | 0.53% | BNY Mellon Investment Adviser, Inc. |
| 14 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 5% | 0.29% | PGIM INVESTMENTS LLC |
| 15 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 5% | 0.09% | Strategic Advisers LLC |
| 16 | Capital Group Short Duration Municipal Income ETF · CGSM cheaper diff. adviser | 5% | 0.25% | Capital Research and Management Company |
| 17 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX cheaper diff. adviser | 5% | 0.42% | Victory Capital Management Inc. |
| 18 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 19 | MFS Municipal Intermediate Fund · MIUCX, MIUAX, MIUIX, MIURX cheaper diff. adviser | 5% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 5% | 0.26% | Capital Research and Management Company |
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