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 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 14% | 0.09% | The Vanguard Group, Inc. |
| 2 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 13% | 0.27% | AllianceBernstein L.P. |
| 3 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 13% | 0.50% | AllianceBernstein L.P. |
| 4 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 12% | 0.09% | The Vanguard Group, Inc. |
| 5 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX diff. adviser | 12% | 0.49% | Thornburg Investment Management, Inc. |
| 6 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX cheaper diff. adviser | 11% | 0.29% | Capital Research and Management Company |
| 7 | American Century California Municipal Bond ETF · CATF cheaper | 11% | 0.27% | — |
| 8 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 10% | 0.50% | AllianceBernstein L.P. |
| 9 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 10% | 0.27% | Capital Research and Management Company |
| 10 | Invesco Limited Term California Municipal Fund · OLCAX, OLCCX, OLCYX, IORLX diff. adviser | 10% | 0.50% | Invesco Advisers, Inc. |
| 11 | Schwab California Tax-Free Bond Fund · SWCAX diff. adviser | 10% | 0.38% | Charles Schwab Investment Management, Inc. |
| 12 | California Municipal Fund · SRCMX, SRCCX, PCMFX diff. adviser | 9% | 0.60% | Principal Global Investors, LLC |
| 13 | California High-Yield Municipal Fund · BCHYX, CAYAX, CAYCX, BCHIX, ACYHX cheaper diff. adviser | 9% | 0.27% | American Century Investment Management, Inc. |
| 14 | NYLI MacKay California Muni Intermediate ETF · MMCA cheaper diff. adviser | 9% | 0.36% | New York Life Investment Management LLC |
| 15 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX diff. adviser | 9% | 0.44% | Pacific Investment Management Company LLC |
| 16 | BNY Mellon California AMT-Free Municipal Bond Fund, Inc. · DRCAX, DCACX, DCAAX, DCMIX, DCAYX diff. adviser | 8% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 17 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX cheaper diff. adviser | 8% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 18 | Fidelity California Municipal Income Fund · FCTFX, FCMAX, FCMKX, FCMTX, FCMQX, FIJBX diff. adviser | 8% | 0.40% | Fidelity Management & Research Company LLC |
| 19 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX cheaper diff. adviser | 8% | 0.33% | Pacific Investment Management Company LLC |
| 20 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper diff. adviser | 8% | 0.24% | American Century Investment Management, Inc. |
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