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 | Opportunistic Municipal Fund · PMOAX, POMFX | 18% | 0.80% | Principal Global Investors, LLC |
| 2 | California Municipal Fund · SRCMX, SRCCX, PCMFX cheaper | 8% | 0.60% | Principal Global Investors, LLC |
| 3 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 4 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 5% | 0.15% | AllianceBernstein L.P. |
| 5 | iShares Short Duration High Yield Muni Active ETF cheaper diff. adviser | 5% | 0.40% | BlackRock Fund Advisors |
| 6 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 5% | 0.30% | Franklin Advisers, Inc. |
| 7 | BATS: High Income Municipal Series · BATEX cheaper diff. adviser | 5% | 0.06% | BlackRock Advisors, LLC |
| 8 | JPMorgan High Yield Municipal ETF · JMHI cheaper diff. adviser | 5% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 9 | High-Yield Municipal Fund · ABHYX, AYMAX, AYMCX, AYMIX, AYMYX cheaper diff. adviser | 5% | 0.37% | American Century Investment Management, Inc. |
| 10 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 5% | 0.35% | SSGA Funds Management, Inc. |
| 11 | iShares High Yield Muni Active ETF cheaper diff. adviser | 5% | 0.39% | BlackRock Fund Advisors |
| 12 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 4% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX cheaper diff. adviser | 4% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 14 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX cheaper diff. adviser | 4% | 0.54% | Russell Investment Management, LLC |
| 15 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX cheaper diff. adviser | 4% | 0.59% | Lord, Abbett & Co. LLC |
| 16 | Invesco Municipal Opportunity Trust | 4% | — | — |
| 17 | Invesco Trust for Investment Grade Municipals | 4% | — | — |
| 18 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX cheaper diff. adviser | 4% | 0.55% | Pacific Investment Management Company LLC |
| 19 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX cheaper diff. adviser | 4% | 0.56% | Lord, Abbett & Co. LLC |
| 20 | Federated Hermes Municipal High Yield Advantage Fund · FMOAX, FMNCX, FHTFX, FMYIX | 4% | 0.79% | — |
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