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 High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX | 26% | 0.59% | Lord, Abbett & Co. LLC |
| 2 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 14% | 0.32% | Van Eck Associates Corporation |
| 3 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 13% | 0.15% | AllianceBernstein L.P. |
| 4 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper | 13% | 0.41% | Lord, Abbett & Co. LLC |
| 5 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX cheaper | 12% | 0.47% | Lord, Abbett & Co. LLC |
| 6 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper | 12% | 0.01% | Lord, Abbett & Co. LLC |
| 7 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX | 12% | 0.58% | Lord, Abbett & Co. LLC |
| 8 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 11% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 9 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX cheaper diff. adviser | 11% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 10 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 11% | 0.35% | SSGA Funds Management, Inc. |
| 11 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 12 | Invesco Municipal Income Fund · VKMMX, VMICX, VMIIX, VMINX, VKMSX diff. adviser | 10% | 0.66% | Invesco Advisers, Inc. |
| 13 | Nuveen Municipal Credit Income Fund | 10% | — | — |
| 14 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX cheaper diff. adviser | 10% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Invesco Municipal Trust | 10% | — | — |
| 16 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 10% | 0.34% | Capital Research and Management Company |
| 17 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX cheaper diff. adviser | 10% | 0.55% | Pacific Investment Management Company LLC |
| 18 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX cheaper diff. adviser | 10% | 0.54% | Russell Investment Management, LLC |
| 19 | Invesco Rochester Municipal Opportunities Fund · ORNCX, ORNAX, ORNYX, IORHX, IORYX diff. adviser | 10% | 0.86% | Invesco Advisers, Inc. |
| 20 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX cheaper diff. adviser | 10% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.