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 | MFS Municipal Intermediate Fund · MIUCX, MIUAX, MIUIX, MIURX | 21% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX | 13% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 9% | 0.12% | The Vanguard Group, Inc. |
| 4 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 8% | 0.25% | Fidelity Management & Research Company LLC |
| 5 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 6 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX | 7% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 7% | 0.55% | First Trust Advisors L.P. |
| 8 | MFS South Carolina Municipal Bond Fund · MFSCX, MBSCX, MTSCX, MPOCX | 7% | 0.53% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 7% | 0.29% | Hartford Funds Management Company, LLC |
| 10 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 7% | 0.35% | Hartford Funds Management Company, LLC |
| 11 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 7% | 0.38% | John Hancock Investment Management LLC |
| 12 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 7% | 0.42% | Allspring Funds Management, LLC |
| 13 | MFS California Municipal Bond Fund · MCFTX, MBCAX, MCCAX, MCAVX, MPOAX | 7% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 7% | 0.53% | Thornburg Investment Management, Inc. |
| 15 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 16 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 6% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 17 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX diff. adviser | 6% | 0.40% | AllianceBernstein L.P. |
| 18 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 19 | MFS Maryland Municipal Bond Fund · MFSMX, MBMDX, MMDIX, MPMDX | 6% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | 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 |
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