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 | BlackRock MuniYield Michigan Quality Fund, Inc. | 4% | — | — |
| 2 | WisdomTree Core Laddered Municipal Fund · WTMU cheaper diff. adviser | 4% | 0.25% | WisdomTree Asset Management, Inc. |
| 3 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 4% | 0.30% | Franklin Advisers, Inc. |
| 4 | Western Asset SMASh Series TF Fund · LSMSX cheaper diff. adviser | 4% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Hartford Schroders Tax-Aware Bond ETF · HTAB cheaper diff. adviser | 3% | 0.39% | Hartford Funds Management Company, LLC |
| 6 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX diff. adviser | 3% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Hartford Schroders Tax-Aware Bond Fund · HFKVX, STWVX, HFKCX, STWTX, HFKYX, HFKFX diff. adviser | 3% | 0.46% | Hartford Funds Management Company, LLC |
| 8 | NYLI MacKay Utah Muni Fund · UTACX, UTAYX, UTAHX, UTAVX diff. adviser | 3% | 0.55% | New York Life Investment Management LLC |
| 9 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX cheaper diff. adviser | 3% | 0.38% | John Hancock Investment Management LLC |
| 10 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 3% | 0.52% | John Hancock Investment Management LLC |
| 11 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 3% | 0.30% | BlackRock Fund Advisors |
| 12 | Fidelity Systematic Municipal Bond Index ETF · FMUN cheaper diff. adviser | 3% | 0.05% | Fidelity Management & Research Company LLC |
| 13 | SPDR SSGA My2028 Municipal Bond ETF · MYMH cheaper diff. adviser | 2% | 0.20% | SSGA Funds Management, Inc. |
| 14 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 2% | 0.39% | John Hancock Investment Management LLC |
| 15 | Allspring Pennsylvania Tax-Free Fund · EKVAX, EKVCX, EKVYX diff. adviser | 2% | 0.49% | Allspring Funds Management, LLC |
| 16 | Allspring California Limited-Term Tax-Free fund · SFCIX, SFCCX, SCTIX, SFCNX diff. adviser | 2% | 0.50% | Allspring Funds Management, LLC |
| 17 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX diff. adviser | 2% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Neuberger Berman Municipal Intermediate Bond Fund · NMUIX, NMNAX, NMNCX, NMNLX cheaper diff. adviser | 2% | 0.30% | Neuberger Berman Investment Advisers LLC |
| 19 | Hartford Municipal Short Duration Fund · HMJAX, HMJCX, HMJIX, HMJFX cheaper diff. adviser | 2% | 0.39% | Hartford Funds Management Company, LLC |
| 20 | First Eagle Core Plus Municipal Fund · FPMMX, FPMAX, FPLCX, FPCPX cheaper | 2% | 0.42% | — |
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