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 | SPDR SSGA My2027 Municipal Bond ETF · MYMG | 3% | 0.20% | SSGA Funds Management, Inc. |
| 2 | Invesco BulletShares 2028 Municipal Bond ETF · BSMS cheaper diff. adviser | 2% | 0.18% | Invesco Capital Management LLC |
| 3 | USGI NEAR-TERM TAX FREE FUND · NEARX diff. adviser | 2% | 0.45% | U.S. Global Investors, Inc. |
| 4 | Franklin New York Intermediate-Term Tax-Free Income Fund · FKNIX, FKNCX, FNYZX, FKNRX, FKNQX diff. adviser | 2% | 0.56% | Franklin Advisers, Inc. |
| 5 | Hartford Municipal Short Duration Fund · HMJAX, HMJCX, HMJIX, HMJFX diff. adviser | 2% | 0.39% | Hartford Funds Management Company, LLC |
| 6 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX | 2% | 0.79% | — |
| 7 | Sterling Capital West Virginia Intermediate · OWVAX, BWVAX, BWVCX diff. adviser | 2% | 0.61% | Sterling Capital Management LLC |
| 8 | SPDR SSGA My2029 Municipal Bond ETF · MYMI | 2% | 0.20% | SSGA Funds Management, Inc. |
| 9 | iShares iBonds Dec 2025 Term Muni Bond ETF · IBMN cheaper diff. adviser | 2% | 0.18% | BlackRock Fund Advisors |
| 10 | Neuberger Berman Municipal Intermediate Bond Fund · NMUIX, NMNAX, NMNCX, NMNLX diff. adviser | 1% | 0.30% | Neuberger Berman Investment Advisers LLC |
| 11 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX diff. adviser | 1% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 12 | Northern Trust 2030 Tax-Exempt Distributing Ladder ETF · MUNA cheaper diff. adviser | 1% | 0.18% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 1% | 0.53% | Thornburg Investment Management, Inc. |
| 14 | DWS MUNICIPAL INCOME TRUST | 1% | — | — |
| 15 | Eaton Vance Georgia Municipal Income Fund · ETGAX, ECGAX, EIGAX diff. adviser | 1% | 0.52% | Boston Management and Research |
| 16 | Northern Trust 2055 Tax-Exempt Distributing Ladder ETF · MUND cheaper diff. adviser | 1% | 0.18% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | KEYCO FUND, INC. | 1% | — | — |
| 18 | SPDR SSGA My2030 Municipal Bond ETF · MYMJ | 1% | 0.20% | SSGA Funds Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.