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 | T. Rowe Price Intermediate Municipal Income ETF · TAXE cheaper | 15% | 0.24% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper | 13% | 0.24% | T. Rowe Price Associates, Inc. |
| 3 | T. Rowe Price Tax-Free Income Fund, Inc. · PRTAX, PATAX, TFILX | 8% | 0.35% | T. Rowe Price Associates, Inc. |
| 4 | T. Rowe Price Intermediate Tax-Free High Yield Fund · PRIHX, TFHAX | 7% | 0.41% | T. Rowe Price Associates, Inc. |
| 5 | T. Rowe Price Summit Municipal Income Fund · PRINX, PAIMX, PRIMX | 7% | 0.35% | T. Rowe Price Associates, Inc. |
| 6 | VanEck Short High Yield Muni ETF · SHYD diff. adviser | 7% | 0.32% | Van Eck Associates Corporation |
| 7 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 6% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 8 | T. Rowe Price Tax-Free High Yield Fund · PRFHX, PATFX, PTYIX | 6% | 0.50% | T. Rowe Price Associates, Inc. |
| 9 | T. Rowe Price Short Municipal Income ETF · TMNS cheaper | 6% | 0.18% | — |
| 10 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 11 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 12 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 5% | 0.15% | AllianceBernstein L.P. |
| 14 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 5% | 0.47% | Lord, Abbett & Co. LLC |
| 15 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX diff. adviser | 5% | 0.40% | AllianceBernstein L.P. |
| 16 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 17 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 5% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 5% | 0.12% | The Vanguard Group, Inc. |
| 19 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX diff. adviser | 5% | 0.43% | New York Life Investment Management LLC |
| 20 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 5% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
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