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 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX | 25% | 0.29% | PGIM INVESTMENTS LLC |
| 2 | PGIM Municipal Income Opportunities ETF · PMIO cheaper | 12% | 0.25% | PGIM INVESTMENTS LLC |
| 3 | PGIM Ultra Short Municipal Bond ETF · PUSH cheaper | 10% | 0.15% | PGIM INVESTMENTS LLC |
| 4 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX | 9% | 0.49% | PGIM INVESTMENTS LLC |
| 5 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 7% | 0.55% | First Trust Advisors L.P. |
| 6 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 6% | 0.38% | Franklin Advisers, Inc. |
| 7 | John Hancock Dynamic Municipal Bond ETF · JHMU diff. adviser | 6% | 0.39% | John Hancock Investment Management LLC |
| 8 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 6% | 0.42% | Allspring Funds Management, LLC |
| 9 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 6% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX diff. adviser | 6% | 0.38% | John Hancock Investment Management LLC |
| 11 | VanEck Short High Yield Muni ETF · SHYD diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 12 | JPMorgan High Yield Municipal ETF · JMHI diff. adviser | 6% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 13 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 14 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX diff. adviser | 5% | 0.41% | Lord, Abbett & Co. LLC |
| 15 | BlackRock Short Duration Muni Fund diff. adviser | 5% | 0.32% | BlackRock Advisors, LLC |
| 16 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 5% | 0.47% | Lord, Abbett & Co. LLC |
| 17 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX diff. adviser | 5% | 0.42% | Victory Capital Management Inc. |
| 18 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 19 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 5% | 0.52% | John Hancock Investment Management LLC |
| 20 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX diff. adviser | 5% | 0.35% | Allspring Funds Management, LLC |
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