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 | Neuberger Berman Municipal High Income Fund · NMHAX, NMHCX, NMHIX | 6% | 0.50% | Neuberger Berman Investment Advisers LLC |
| 2 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF cheaper | 4% | 0.35% | — |
| 3 | Neuberger Berman Municipal Intermediate Bond Fund · NMUIX, NMNAX, NMNCX, NMNLX cheaper | 4% | 0.30% | Neuberger Berman Investment Advisers LLC |
| 4 | Western Asset Intermediate Muni Fund Inc. | 3% | — | — |
| 5 | BlackRock Municipal Income Trust | 3% | — | — |
| 6 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 3% | 0.26% | BlackRock Fund Advisors |
| 7 | Thornburg Municipal Managed Account Fund · THMMX cheaper diff. adviser | 3% | 0.00% | Thornburg Investment Management, Inc. |
| 8 | Columbia Total Return Municipal Income Fund · COLTX, COLCX, CTEZX, CADMX, CTEYX, CTEDX diff. adviser | 3% | 0.48% | Columbia Management Investment Advisers, LLC |
| 9 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 3% | 0.65% | DWS Investment Management Americas, Inc. |
| 10 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX diff. adviser | 3% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Western Asset Municipal High Income Fund Inc. | 3% | — | — |
| 12 | Rockefeller Opportunistic Municipal Bond ETF · RMOP diff. adviser | 2% | 0.80% | Tidal Investments LLC |
| 13 | Franklin Georgia Tax-Free Income Fund · FTGAX, FGAIX, FGFZX, FGFQX, FGAQX diff. adviser | 2% | 0.61% | Franklin Advisers, Inc. |
| 14 | NEUBERGER MUNICIPAL FUND INC. | 2% | — | — |
| 15 | Invesco Municipal Opportunity Trust | 2% | — | — |
| 16 | Invesco Trust for Investment Grade Municipals | 2% | — | — |
| 17 | Eaton Vance Georgia Municipal Income Fund · ETGAX, ECGAX, EIGAX diff. adviser | 2% | 0.52% | Boston Management and Research |
| 18 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 2% | 0.29% | PGIM INVESTMENTS LLC |
| 19 | Western Asset SMASh Series TF Fund · LSMSX cheaper diff. adviser | 2% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | BlackRock Municipal 2030 Target Term Trust | 2% | — | — |
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