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 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX | 39% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS MUNICIPAL INCOME TRUST | 23% | — | — |
| 3 | MFS INVESTMENT GRADE MUNICIPAL TRUST | 21% | — | — |
| 4 | MFS HIGH INCOME MUNICIPAL TRUST | 20% | — | — |
| 5 | MFS HIGH YIELD MUNICIPAL TRUST | 19% | — | — |
| 6 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 15% | 0.19% | Strategic Advisers LLC |
| 7 | MFS Municipal Intermediate Fund · MIUCX, MIUAX, MIUIX, MIURX cheaper | 13% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper | 13% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 12% | 0.15% | AllianceBernstein L.P. |
| 10 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 12% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 11 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 12% | 0.09% | The Vanguard Group, Inc. |
| 12 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 11% | 0.34% | Capital Research and Management Company |
| 13 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX cheaper diff. adviser | 11% | 0.32% | Capital Research and Management Company |
| 14 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 10% | 0.32% | Van Eck Associates Corporation |
| 15 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 10% | 0.56% | Lord, Abbett & Co. LLC |
| 16 | MFS South Carolina Municipal Bond Fund · MFSCX, MBSCX, MTSCX, MPOCX | 9% | 0.53% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX diff. adviser | 9% | 0.54% | Russell Investment Management, LLC |
| 18 | MFS Maryland Municipal Bond Fund · MFSMX, MBMDX, MMDIX, MPMDX | 9% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX diff. adviser | 9% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 20 | MFS North Carolina Municipal Bond Fund · MSNCX, MBNCX, MCNCX, MNCLX, MPNCX | 8% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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