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 | SIMT Tax-Free Conservative Income Fund · TFCAX, TFCYX | 13% | 0.34% | — |
| 2 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 3 | Genter Capital Municipal Quality Intermediate ETF · GENM diff. adviser | 6% | 0.39% | OBP Capital LLC |
| 4 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX diff. adviser | 6% | 0.33% | Columbia Management Investment Advisers, LLC |
| 5 | BlackRock Municipal 2030 Target Term Trust | 6% | — | — |
| 6 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX diff. adviser | 6% | 0.50% | Thornburg Investment Management, Inc. |
| 7 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 6% | 0.24% | Capital Research and Management Company |
| 8 | BATS: Short Term Municipal Income Series cheaper diff. adviser | 6% | 0.17% | BlackRock Advisors, LLC |
| 9 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 6% | 0.12% | The Vanguard Group, Inc. |
| 10 | BNY Mellon Municipal Short Duration ETF | 5% | 0.35% | — |
| 11 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
| 12 | BNY Mellon National Short-Term Municipal Bond Fund · MPSTX, MINSX diff. adviser | 5% | 0.44% | BNY Mellon Investment Adviser, Inc. |
| 13 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 14 | BondBloxx IR+M Tax-Aware Short Duration ETF · TAXX diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
| 15 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper diff. adviser | 5% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 5% | 0.34% | — |
| 17 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 5% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | BlackRock Short Duration Muni Fund diff. adviser | 5% | 0.32% | BlackRock Advisors, LLC |
| 19 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
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