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 | BNY Mellon Intermediate Municipal Bond Fund, Inc. · DITEX diff. adviser | 17% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 2 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 10% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | The Intermediate Term Municipal Bond Portfolio · HCIMX diff. adviser | 7% | 0.48% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 4 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX cheaper diff. adviser | 7% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 5 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX diff. adviser | 6% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 6 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX cheaper diff. adviser | 4% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 7 | State Street(R) Nuveen Municipal Bond ETF · MBND cheaper diff. adviser | 3% | 0.40% | SSGA Funds Management, Inc. |
| 8 | ALPS Intermediate Municipal Bond ETF · MNBD diff. adviser | 3% | 0.44% | ALPS Advisors, Inc. |
| 9 | BNY Mellon High Yield Municipal Bond Fund · DHMBX, DHYAX, DHYCX, DYBIX, DHYYX diff. adviser | 3% | 0.84% | BNY Mellon Investment Adviser, Inc. |
| 10 | NEW JERSEY MUNICIPAL BOND FUND · SENJX, SNJYX diff. adviser | 3% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 3% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 12 | WisdomTree Core Laddered Municipal Fund · WTMU cheaper diff. adviser | 3% | 0.25% | WisdomTree Asset Management, Inc. |
| 13 | Fidelity Municipal Income Fund · FHIGX, FHUGX, FLUVX, FKISX, FROGX, FIWEX cheaper diff. adviser | 3% | 0.40% | Fidelity Management & Research Company LLC |
| 14 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 3% | 0.48% | Thornburg Investment Management, Inc. |
| 15 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 3% | 0.35% | Hartford Funds Management Company, LLC |
| 16 | PGIM Municipal Income Opportunities ETF · PMIO cheaper diff. adviser | 3% | 0.25% | PGIM INVESTMENTS LLC |
| 17 | MassMutual Clinton Municipal Credit Opportunities Fund · MMJAX, MMJBX, MMJCX diff. adviser | 3% | 0.54% | MML Investment Advisers, LLC |
| 18 | MassMutual Clinton Municipal Fund · MMZWX, MMZVX, MMZUX cheaper diff. adviser | 3% | 0.41% | MML Investment Advisers, LLC |
| 19 | MassMutual Clinton Limited Term Municipal Fund · MMZQX, MMJDX, MMZPX cheaper diff. adviser | 3% | 0.29% | MML Investment Advisers, LLC |
| 20 | Allspring Managed Account CoreBuilder Shares Series M · WFCMX cheaper diff. adviser | 3% | 0.00% | Allspring Funds Management, LLC |
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