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 | Northern Trust 2045 Tax-Exempt Distributing Ladder ETF · MUNC | 11% | 0.18% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Invesco BulletShares 2035 Municipal Bond ETF | 3% | 0.18% | — |
| 3 | Eaton Vance Municipal Income Trust | 2% | — | — |
| 4 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX diff. adviser | 2% | 0.62% | Franklin Advisers, Inc. |
| 5 | Fidelity Pennsylvania Municipal Income Fund · FPXTX diff. adviser | 2% | 0.47% | Fidelity Management & Research Company LLC |
| 6 | Xtrackers Municipal Infrastructure Revenue Bond ETF · RVNU cheaper diff. adviser | 2% | 0.15% | DBX Advisors LLC |
| 7 | iShares Long-Term National Muni Bond ETF · LMUB cheaper | 2% | 0.09% | — |
| 8 | Columbia Massachusetts Intermediate Municipal Bond Fund · LMIAX, SEMAX, CMMYX diff. adviser | 2% | 0.47% | Columbia Management Investment Advisers, LLC |
| 9 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 2% | 0.09% | The Vanguard Group, Inc. |
| 10 | Tax-Exempt Bond Fund · PTEAX, PTBCX, PITEX diff. adviser | 1% | 0.64% | Principal Global Investors, LLC |
| 11 | DWS Intermediate Tax-Free Fund · SZMAX, SZMCX, SCMTX, SZMIX diff. adviser | 1% | 0.48% | DWS Investment Management Americas, Inc. |
| 12 | BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents diff. adviser | 1% | 0.35% | BondBloxx Investment Management Corporation |
| 13 | BlackRock MuniHoldings Fund, Inc. | 1% | — | — |
| 14 | Parametric TABS Intermediate-Term Municipal Bond Fund · EITAX, EITCX, ETIIX diff. adviser | 1% | 0.60% | Eaton Vance Management |
| 15 | SPDR SSGA My2028 Municipal Bond ETF · MYMH diff. adviser | 1% | 0.20% | SSGA Funds Management, Inc. |
| 16 | Northern Trust Tax-Exempt Bond ETF · TAXT cheaper | 1% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | AB High Income Municipal Portfolio · ABTHX, ABTFX, ABTYX, ABTZX diff. adviser | 1% | 0.87% | AllianceBernstein L.P. |
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