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 | Nuveen Massachusetts Quality Municipal Income Fund | 27% | — | — |
| 2 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX cheaper diff. adviser | 12% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | Franklin Massachusetts Municipal Income ETF cheaper | 11% | 0.35% | — |
| 4 | Putnam Massachusetts Tax Exempt Income Fund · PXMAX, PMABX cheaper diff. adviser | 10% | 0.54% | Franklin Advisers, Inc. |
| 5 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX diff. adviser | 9% | 0.62% | Boston Management and Research |
| 6 | DWS Massachusetts Tax-Free Fund · SQMAX, SQMCX, SCMAX, DMAIX diff. adviser | 9% | 0.62% | DWS Investment Management Americas, Inc. |
| 7 | AB Massachusetts Portfolio · AMAAX, AMABX, AMACX, AMAYX cheaper diff. adviser | 9% | 0.52% | AllianceBernstein L.P. |
| 8 | Fidelity Massachusetts Municipal Income Fund · FDMMX cheaper diff. adviser | 7% | 0.44% | Fidelity Management & Research Company LLC |
| 9 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX diff. adviser | 6% | 0.62% | Franklin Advisers, Inc. |
| 10 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 11 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 5% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 4% | 0.35% | SSGA Funds Management, Inc. |
| 13 | BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents cheaper diff. adviser | 4% | 0.35% | BondBloxx Investment Management Corporation |
| 14 | Puerto Rico Residents Tax-Free Fund II, Inc. | 3% | — | — |
| 15 | Puerto Rico Residents Tax-Free Fund V, Inc. | 3% | — | — |
| 16 | Puerto Rico Residents Tax-Free Fund IV, Inc. | 3% | — | — |
| 17 | Tax-Free Fixed Income Fund IV for Puerto Rico Residents, Inc. | 3% | — | — |
| 18 | Tax Free Fund II for Puerto Rico Residents, Inc. | 3% | — | — |
| 19 | Puerto Rico Residents Tax-Free Fund III, Inc. | 3% | — | — |
| 20 | Puerto Rico Residents Bond Fund I | 3% | — | — |
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