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 Muni Intermediate ETF · MMIT cheaper | 33% | 0.30% | New York Life Investment Management LLC |
| 2 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX cheaper diff. adviser | 21% | 0.41% | Russell Investment Management, LLC |
| 3 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 19% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX cheaper | 13% | 0.43% | New York Life Investment Management LLC |
| 5 | Clearwater Tax-Exempt Bond Fund · QWVQX diff. adviser | 12% | 0.74% | Clearwater Management Co Inc. |
| 6 | NYLI MacKay Oregon Muni Fund · ORTCX, ORTYX, ORTFX, ORTBX | 9% | 0.54% | New York Life Investment Management LLC |
| 7 | NYLI MacKay Utah Muni Fund · UTACX, UTAYX, UTAHX, UTAVX | 8% | 0.55% | New York Life Investment Management LLC |
| 8 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 8% | 0.27% | Capital Research and Management Company |
| 9 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 7% | 0.47% | Lord, Abbett & Co. LLC |
| 10 | NYLI MacKay Arizona Muni Fund · AZTAX, AZTCX, AZTYX, AZTFX | 7% | 0.55% | New York Life Investment Management LLC |
| 11 | NYLI MacKay Short Term Muni Fund · MYTBX, MSTAX, MSTIX, MSTEX, MSTUX cheaper | 7% | 0.39% | New York Life Investment Management LLC |
| 12 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 13 | NYLI MacKay Colorado Muni Fund · COTYX, COTFX, COTAX, COTCX | 7% | 0.55% | New York Life Investment Management LLC |
| 14 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 7% | 0.15% | AllianceBernstein L.P. |
| 15 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 16 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX cheaper diff. adviser | 6% | 0.32% | Capital Research and Management Company |
| 17 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 6% | 0.34% | Capital Research and Management Company |
| 18 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX cheaper diff. adviser | 6% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 19 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 6% | 0.71% | AllianceBernstein L.P. |
| 20 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 6% | 0.12% | The Vanguard Group, Inc. |
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