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 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX | 33% | 0.45% | New York Life Investment Management LLC |
| 2 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 22% | 0.41% | Russell Investment Management, LLC |
| 3 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 16% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX | 11% | 0.43% | New York Life Investment Management LLC |
| 5 | Clearwater Tax-Exempt Bond Fund · QWVQX diff. adviser | 11% | 0.74% | Clearwater Management Co Inc. |
| 6 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 7% | 0.27% | Capital Research and Management Company |
| 7 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 8 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 9 | Baird Core Intermediate Municipal Bond Fund · BMNIX, BMNSX diff. adviser | 7% | 0.30% | Robert W. Baird & Co. Incorporated |
| 10 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 6% | 0.47% | Lord, Abbett & Co. LLC |
| 11 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 6% | 0.26% | Capital Research and Management Company |
| 12 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 6% | 0.35% | Hartford Funds Management Company, LLC |
| 13 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 6% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 15 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX diff. adviser | 6% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 16 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 6% | 0.13% | J.P. Morgan Private Investments Inc. |
| 17 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 6% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 6% | 0.52% | John Hancock Investment Management LLC |
| 19 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 6% | 0.31% | Fidelity Management & Research Company LLC |
| 20 | Goldman Sachs Municipal Income ETF · GMUB cheaper diff. adviser | 5% | 0.18% | Goldman Sachs Asset Management, L.P. |
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