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 | 28% | 0.41% | MML Investment Advisers, LLC |
| 2 | MassMutual Clinton Municipal Credit Opportunities Fund · MMJAX, MMJBX, MMJCX | 13% | 0.54% | MML Investment Advisers, LLC |
| 3 | Transamerica Intermediate Muni · TAMUX, TCMUX, TIMUX, TIMTX diff. adviser | 5% | 0.49% | Transamerica Asset Management, Inc. |
| 4 | Transamerica High Yield Muni · THAYX, THCYX, THYIX, THYTX diff. adviser | 4% | 0.71% | Transamerica Asset Management, Inc. |
| 5 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX diff. adviser | 4% | 0.33% | Columbia Management Investment Advisers, LLC |
| 6 | NYLI MacKay Muni Allocation ETF · MMMA | 4% | 0.35% | — |
| 7 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX diff. adviser | 4% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 8 | John Hancock Dynamic Municipal Bond ETF · JHMU diff. adviser | 3% | 0.39% | John Hancock Investment Management LLC |
| 9 | AMG GW&K Muni Income ETF · MUNX diff. adviser | 3% | 0.29% | AMG Funds LLC |
| 10 | Goldman Sachs Municipal Income ETF · GMUB cheaper diff. adviser | 3% | 0.18% | Goldman Sachs Asset Management, L.P. |
| 11 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 3% | 0.52% | John Hancock Investment Management LLC |
| 12 | WisdomTree Core Laddered Municipal Fund · WTMU cheaper diff. adviser | 3% | 0.25% | WisdomTree Asset Management, Inc. |
| 13 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 3% | 0.38% | John Hancock Investment Management LLC |
| 14 | ROYCE SMALL-CAP TRUST, INC. | 3% | — | — |
| 15 | SPROTT FOCUS TRUST INC. | 3% | — | — |
| 16 | Lord Abbett Corporate Opportunities Fund | 3% | — | — |
| 17 | Oakmark Fund · OAKMX, OAYMX, OANMX, OAZMX diff. adviser | 3% | 0.61% | Harris Associates L.P. |
| 18 | Oakmark Select Fund · OAKLX, OAYLX, OANLX, OAZLX diff. adviser | 3% | 0.73% | Harris Associates L.P. |
| 19 | Oakmark Equity and Income Fund · OAKBX, OAYBX, OANBX, OAZBX diff. adviser | 3% | 0.56% | Harris Associates L.P. |
| 20 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX | 3% | 0.88% | MML Investment Advisers, LLC |
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