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 Municipal High Income Opportunity Fund | 31% | — | — |
| 2 | Nuveen Municipal Credit Opportunities Fund | 18% | — | — |
| 3 | Goldman Sachs High Yield Municipal Fund · GHYIX, GHYAX, GHYCX, GYIRX, GHYSX, GGLPX cheaper diff. adviser | 17% | 0.52% | Goldman Sachs Asset Management, L.P. |
| 4 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX cheaper diff. adviser | 14% | 0.54% | Russell Investment Management, LLC |
| 5 | Nuveen Short Duration High Yield Municipal Bond Fund · NVHAX, NVHIX, NVCCX cheaper | 14% | 0.75% | Nuveen Fund Advisors, LLC |
| 6 | Invesco Rochester Municipal Opportunities Fund · ORNCX, ORNAX, ORNYX, IORHX, IORYX cheaper diff. adviser | 14% | 0.86% | Invesco Advisers, Inc. |
| 7 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 14% | 0.35% | SSGA Funds Management, Inc. |
| 8 | Nuveen Quality Municipal Income Fund | 14% | — | — |
| 9 | Nuveen Enhanced High Yield Municipal Bond Fund | 13% | — | — |
| 10 | Invesco High Yield Municipal Fund · ACTHX, ACTFX, ACTDX, ACTNX, ACTSX cheaper diff. adviser | 13% | 1.07% | Invesco Advisers, Inc. |
| 11 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 12% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 12 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 12% | 0.32% | Van Eck Associates Corporation |
| 13 | T. Rowe Price Tax-Free High Yield Fund · PRFHX, PATFX, PTYIX cheaper diff. adviser | 11% | 0.50% | T. Rowe Price Associates, Inc. |
| 14 | Nuveen Municipal Credit Income Fund | 11% | — | — |
| 15 | Nuveen Strategic Municipal Opportunities Fund · NSAOX, NSCOX, NSIOX cheaper | 11% | 0.64% | Nuveen Fund Advisors, LLC |
| 16 | Nuveen AMT-Free Municipal Credit Income Fund | 10% | — | — |
| 17 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX cheaper diff. adviser | 10% | 0.58% | New York Life Investment Management LLC |
| 18 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 10% | 0.15% | AllianceBernstein L.P. |
| 19 | Nuveen Dynamic Municipal Opportunities Fund | 10% | — | — |
| 20 | Nomura National High-Yield Municipal Bond Fund · CXHYX, DVHCX, DVHIX cheaper diff. adviser | 9% | 0.60% | Macquarie Investment Management Business Trust |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.