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 | iShares iBonds Dec 2026 Term Muni Bond ETF · IBMO cheaper diff. adviser | 2% | 0.18% | BlackRock Fund Advisors |
| 2 | Invesco BulletShares 2026 Municipal Bond ETF · BSMQ cheaper diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 3 | SPDR SSGA My2027 Municipal Bond ETF · MYMG | 2% | 0.20% | SSGA Funds Management, Inc. |
| 4 | Invesco SMA Municipal Bond Fund cheaper diff. adviser | 1% | 0.00% | Invesco Advisers, Inc. |
| 5 | DFA MN Municipal Bond Portfolio diff. adviser | 1% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Franklin Colorado Tax-Free Income Fund · FRCOX, FCOIX, FCOZX, FKTLX, FCOQX diff. adviser | 1% | 0.56% | Franklin Advisers, Inc. |
| 7 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX diff. adviser | 1% | 0.29% | Columbia Management Investment Advisers, LLC |
| 8 | Nuveen Michigan Municipal Bond Fund · FMITX, NMMIX, FAFNX diff. adviser | 1% | 0.64% | Nuveen Fund Advisors, LLC |
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