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 | Columbia Minnesota Tax-Exempt Fund · IMNTX, RMTCX, CMNZX, CADOX, CMNYX | 9% | 0.51% | Columbia Management Investment Advisers, LLC |
| 2 | Counterpoint Tactical Municipal Fund · TMNAX, TMNCX, TMNIX diff. adviser | 9% | 1.50% | Counterpoint Mutual Funds, LLC |
| 3 | E*TRADE No Fee Municipal Bond Index Fund · ETMUX cheaper diff. adviser | 8% | 0.00% | Morgan Stanley Investment Management Inc. |
| 4 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 8% | 0.30% | BlackRock Fund Advisors |
| 5 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper | 7% | 0.29% | Columbia Management Investment Advisers, LLC |
| 6 | RiverNorth Managed Duration Municipal Income Fund II Inc. | 7% | — | — |
| 7 | RiverNorth Flexible Municipal Income Fund Inc. | 7% | — | — |
| 8 | iShares Short Duration High Yield Muni Active ETF cheaper diff. adviser | 7% | 0.40% | BlackRock Fund Advisors |
| 9 | BlackRock Short Duration Muni Fund cheaper diff. adviser | 7% | 0.32% | BlackRock Advisors, LLC |
| 10 | BlackRock Impact Municipal Fund diff. adviser | 7% | 0.54% | BlackRock Advisors, LLC |
| 11 | RiverNorth Managed Duration Muni Income Fund Inc. | 7% | — | — |
| 12 | RiverNorth Flexible Municipal Income Fund II Inc. | 6% | — | — |
| 13 | RiverNorth Opportunistic Municipal Income Fund Inc. | 6% | — | — |
| 14 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 15 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 6% | 0.27% | Capital Research and Management Company |
| 16 | American Century California Municipal Bond ETF · CATF cheaper | 5% | 0.27% | — |
| 17 | BlackRock MuniHoldings California Quality Fund, Inc. | 5% | — | — |
| 18 | BlackRock Virginia Municipal Bond Trust | 5% | — | — |
| 19 | iShares Short-Term California Muni Active ETF cheaper diff. adviser | 5% | 0.20% | BlackRock Fund Advisors |
| 20 | BlackRock National Municipal Fund cheaper diff. adviser | 5% | 0.42% | BlackRock Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.