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 | AMG GW&K Municipal Enhanced SMA Shares · MESHX cheaper | 15% | 0.00% | AMG Funds LLC |
| 2 | AMG GW&K Municipal Enhanced Yield Fund · GWMEX, GWMNX, GWMZX | 12% | 0.59% | AMG Funds LLC |
| 3 | AMG GW&K Municipal Bond Fund · GWMIX, GWMTX | 8% | 0.39% | AMG Funds LLC |
| 4 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX diff. adviser | 4% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 5 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX diff. adviser | 3% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 6 | Victory AMT-Free Municipal Fund · MNBCX, PBYMX, PBMFX diff. adviser | 3% | 0.49% | Victory Capital Management Inc. |
| 7 | Eaton Vance Municipal Bond Fund | 3% | — | — |
| 8 | MassMutual Clinton Limited Term Municipal Fund · MMZQX, MMJDX, MMZPX diff. adviser | 3% | 0.29% | MML Investment Advisers, LLC |
| 9 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF | 3% | 0.35% | — |
| 10 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 3% | 0.35% | Hartford Funds Management Company, LLC |
| 11 | Hartford Municipal Opportunities ETF · HMOP diff. adviser | 3% | 0.29% | Hartford Funds Management Company, LLC |
| 12 | Eaton Vance High Income Municipal ETF · EVYM | 3% | 0.40% | — |
| 13 | iShares Short Duration High Yield Muni Active ETF diff. adviser | 3% | 0.40% | BlackRock Fund Advisors |
| 14 | John Hancock Dynamic Municipal Bond ETF · JHMU diff. adviser | 3% | 0.39% | John Hancock Investment Management LLC |
| 15 | AMG River Road Small Cap Value Fund · ARSVX, ARSIX, ARZMX | 3% | 1.00% | AMG Funds LLC |
| 16 | AMG River Road Small-Mid Cap Value Fund · ARSMX, ARIMX, ARSZX | 3% | 0.97% | AMG Funds LLC |
| 17 | AMG GW&K Small Cap Value Fund · SKSEX, SKSIX, SKSZX | 3% | 0.90% | AMG Funds LLC |
| 18 | AMG GW&K International Small Cap Fund · MECAX, MECIX, MECZX | 3% | 0.89% | AMG Funds LLC |
| 19 | AMG Yacktman Focused Fund · YAFFX, YAFIX | 3% | 1.07% | AMG Funds LLC |
| 20 | AMG Yacktman Fund · YACKX | 3% | 0.62% | AMG Funds LLC |
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