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 | MassMutual Clinton Municipal Fund · MMZWX, MMZVX, MMZUX cheaper | 29% | 0.41% | MML Investment Advisers, LLC |
| 2 | MassMutual Clinton Limited Term Municipal Fund · MMZQX, MMJDX, MMZPX cheaper | 13% | 0.29% | MML Investment Advisers, LLC |
| 3 | First Trust Flexible Municipal High Income ETF · MFLX diff. adviser | 3% | 1.01% | First Trust Advisors L.P. |
| 4 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX cheaper diff. adviser | 3% | 0.43% | UBS Asset Management (Americas) LLC |
| 5 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 2% | 0.39% | John Hancock Investment Management LLC |
| 6 | BNY Mellon Intermediate Municipal Bond Fund, Inc. · DITEX diff. adviser | 2% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 7 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX cheaper diff. adviser | 2% | 0.44% | Brown Brothers Harriman & Co. |
| 8 | Transamerica Intermediate Muni · TAMUX, TCMUX, TIMUX, TIMTX cheaper diff. adviser | 2% | 0.49% | Transamerica Asset Management, Inc. |
| 9 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX cheaper diff. adviser | 2% | 0.52% | John Hancock Investment Management LLC |
| 10 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 2% | 0.30% | BlackRock Fund Advisors |
| 11 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX cheaper diff. adviser | 2% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 12 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX cheaper diff. adviser | 2% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 13 | BNY Mellon Massachusetts Intermediate Municipal Bond Fund · MMBMX, MMBIX diff. adviser | 2% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 14 | Parametric TABS Short-Term Municipal Bond Fund · EABSX, ECBSX, EIBSX cheaper diff. adviser | 2% | 0.49% | Eaton Vance Management |
| 15 | Virtus Seix High Grade Municipal Bond Fund · SFLTX, SCFTX diff. adviser | 2% | 0.58% | Virtus Investment Advisers, LLC |
| 16 | ALPS Intermediate Municipal Bond ETF · MNBD cheaper diff. adviser | 2% | 0.44% | ALPS Advisors, Inc. |
| 17 | AMG GW&K Muni Income ETF · MUNX cheaper diff. adviser | 2% | 0.29% | AMG Funds LLC |
| 18 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX cheaper diff. adviser | 2% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 19 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 2% | 0.29% | Hartford Funds Management Company, LLC |
| 20 | Transamerica High Yield Muni · THAYX, THCYX, THYIX, THYTX diff. adviser | 2% | 0.71% | Transamerica Asset Management, Inc. |
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