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 | AMG GW&K Municipal Enhanced Yield Fund · GWMEX, GWMNX, GWMZX | 50% | 0.59% | AMG Funds LLC |
| 2 | AMG GW&K Muni Income ETF · MUNX | 15% | 0.29% | AMG Funds LLC |
| 3 | Nuveen Municipal Credit Income Fund | 9% | — | — |
| 4 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 8% | 0.56% | Lord, Abbett & Co. LLC |
| 5 | NEUBERGER MUNICIPAL FUND INC. | 8% | — | — |
| 6 | Opportunistic Municipal Fund · PMOAX, POMFX diff. adviser | 8% | 0.80% | Principal Global Investors, LLC |
| 7 | Victory AMT-Free Municipal Fund · MNBCX, PBYMX, PBMFX diff. adviser | 8% | 0.49% | Victory Capital Management Inc. |
| 8 | Nomura National High-Yield Municipal Bond ETF · HTAX diff. adviser | 7% | 0.49% | Delaware Management Company |
| 9 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX | 7% | 0.79% | — |
| 10 | Nuveen High Yield Municipal Income ETF · NHYM diff. adviser | 7% | 0.35% | Nuveen Fund Advisors, LLC |
| 11 | Invesco Municipal Income Fund · VKMMX, VMICX, VMIIX, VMINX, VKMSX diff. adviser | 7% | 0.66% | Invesco Advisers, Inc. |
| 12 | abrdn National Municipal Income Fund | 6% | — | — |
| 13 | AMG GW&K Municipal Bond Fund · GWMIX, GWMTX | 6% | 0.39% | AMG Funds LLC |
| 14 | AB Tax-Aware Long Municipal ETF · TAFL diff. adviser | 6% | 0.28% | AllianceBernstein L.P. |
| 15 | Nomura Tax-Free USA ETF · LTAX | 6% | 0.39% | — |
| 16 | VanEck High Yield Muni ETF · HYD diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 17 | AMG River Road Small Cap Value Fund · ARSVX, ARSIX, ARZMX | 6% | 1.00% | AMG Funds LLC |
| 18 | AMG Systematica Managed Futures Strategy Fund · SMFZX, SMFNX, SMFIX | 6% | 1.10% | — |
| 19 | AMG Systematica Trend-Enhanced Markets Fund · STMZX, STMBX, STMIX | 6% | 1.12% | — |
| 20 | Western Asset SMASh Series TF Fund · LSMSX diff. adviser | 6% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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