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 Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX diff. adviser | 5% | 0.01% | Lord, Abbett & Co. LLC |
| 2 | Invesco Intermediate Municipal ETF diff. adviser | 4% | 0.35% | Invesco Capital Management LLC |
| 3 | Capital Group California Core Municipal Fund · CCCMX | 4% | 0.27% | Capital Research and Management Company |
| 4 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX diff. adviser | 4% | 0.41% | Lord, Abbett & Co. LLC |
| 5 | Capital Group Municipal High-Income ETF · CGHM | 4% | 0.34% | Capital Research and Management Company |
| 6 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX diff. adviser | 3% | 0.49% | PGIM INVESTMENTS LLC |
| 7 | NYLI MacKay California Muni Intermediate ETF · MMCA diff. adviser | 3% | 0.36% | New York Life Investment Management LLC |
| 8 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX | 3% | 0.29% | Capital Research and Management Company |
| 9 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 3% | 0.42% | Allspring Funds Management, LLC |
| 10 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX | 3% | 0.32% | Capital Research and Management Company |
| 11 | Capital Group Municipal Income ETF · CGMU | 3% | 0.27% | Capital Research and Management Company |
| 12 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 3% | 0.38% | PGIM INVESTMENTS LLC |
| 13 | VanEck Short High Yield Muni ETF · SHYD diff. adviser | 3% | 0.32% | Van Eck Associates Corporation |
| 14 | PIMCO California Flexible Municipal Income Fund | 3% | — | — |
| 15 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX | 3% | 0.26% | Capital Research and Management Company |
| 16 | T. Rowe Price Intermediate Tax-Free High Yield Fund · PRIHX, TFHAX diff. adviser | 2% | 0.41% | T. Rowe Price Associates, Inc. |
| 17 | Bridge Builder Municipal High-Income Bond Fund · BBMHX diff. adviser | 2% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 18 | Eaton Vance AMT-Free Municipal Income Fund · ETMBX, EVMBX, ECMBX diff. adviser | 2% | 0.66% | Eaton Vance Management |
| 19 | T. Rowe Price High Income Municipal ETF · THYM | 2% | 0.32% | — |
| 20 | Capital Group Short Duration Municipal Income ETF · CGSM | 2% | 0.25% | Capital Research and Management Company |
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