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 | MASSACHUSETTS MUNICIPAL BOND FUND · SMAAX, SMSYX cheaper diff. adviser | 10% | 0.59% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX cheaper diff. adviser | 4% | 0.62% | Boston Management and Research |
| 3 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF cheaper | 4% | 0.35% | — |
| 4 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 5 | Franklin Massachusetts Municipal Income ETF cheaper | 3% | 0.35% | — |
| 6 | Putnam Massachusetts Tax Exempt Income Fund · PXMAX, PMABX cheaper diff. adviser | 3% | 0.54% | Franklin Advisers, Inc. |
| 7 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 3% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | AB Massachusetts Portfolio · AMAAX, AMABX, AMACX, AMAYX cheaper diff. adviser | 3% | 0.52% | AllianceBernstein L.P. |
| 9 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 3% | 0.29% | Hartford Funds Management Company, LLC |
| 10 | Columbia Massachusetts Intermediate Municipal Bond Fund · LMIAX, SEMAX, CMMYX cheaper diff. adviser | 3% | 0.47% | Columbia Management Investment Advisers, LLC |
| 11 | Thornburg Municipal Managed Account Fund · THMMX cheaper diff. adviser | 2% | 0.00% | Thornburg Investment Management, Inc. |
| 12 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX cheaper diff. adviser | 2% | 0.42% | Victory Capital Management Inc. |
| 13 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 2% | 0.35% | Hartford Funds Management Company, LLC |
| 14 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX cheaper diff. adviser | 2% | 0.62% | Franklin Advisers, Inc. |
| 15 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX cheaper | 2% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 16 | State Farm Municipal Bond Fund · SFBDX cheaper diff. adviser | 2% | 0.16% | State Farm Investment Management Corp. |
| 17 | NYLI Mackay Muni Short Duration ETF | 2% | — | — |
| 18 | Hartford Schroders Tax-Aware Bond Fund · HFKVX, STWVX, HFKCX, STWTX, HFKYX, HFKFX cheaper diff. adviser | 2% | 0.46% | Hartford Funds Management Company, LLC |
| 19 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 2% | 0.39% | John Hancock Investment Management LLC |
| 20 | Limited Term Tax-Exempt Fund · NSITX cheaper diff. adviser | 2% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.