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 Select Maturities Municipal Fund | 32% | — | — |
| 2 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX cheaper | 17% | 0.43% | Nuveen Fund Advisors, LLC |
| 3 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 8% | 0.13% | J.P. Morgan Private Investments Inc. |
| 4 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 5 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX cheaper diff. adviser | 7% | 0.41% | Russell Investment Management, LLC |
| 6 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX cheaper diff. adviser | 7% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 8 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 7% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 9 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 10 | Nuveen AMT-Free Municipal Credit Income Fund | 7% | — | — |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 7% | 0.15% | AllianceBernstein L.P. |
| 12 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 13 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 6% | 0.12% | The Vanguard Group, Inc. |
| 14 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 6% | 0.27% | Capital Research and Management Company |
| 15 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX cheaper diff. adviser | 6% | 0.32% | Capital Research and Management Company |
| 16 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 17 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 6% | 0.34% | Capital Research and Management Company |
| 18 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 6% | 0.47% | Lord, Abbett & Co. LLC |
| 19 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 6% | 0.35% | SSGA Funds Management, Inc. |
| 20 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX cheaper diff. adviser | 6% | 0.40% | AllianceBernstein L.P. |
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