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 Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX | 10% | 0.29% | PGIM INVESTMENTS LLC |
| 2 | PGIM Municipal Income Opportunities ETF · PMIO | 7% | 0.25% | PGIM INVESTMENTS LLC |
| 3 | Nuveen Short Term Municipal Bond Fund · FSHAX, FSHYX, NAAEX diff. adviser | 6% | 0.43% | Nuveen Fund Advisors, LLC |
| 4 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 6% | 0.38% | Franklin Advisers, Inc. |
| 5 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 6 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX | 6% | 0.29% | PGIM INVESTMENTS LLC |
| 7 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 5% | 0.09% | Strategic Advisers LLC |
| 8 | Franklin Short-Term Municipal Income ETF diff. adviser | 4% | 0.21% | Franklin Advisers, Inc. |
| 9 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX | 4% | 0.38% | PGIM INVESTMENTS LLC |
| 10 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX diff. adviser | 4% | 0.35% | Allspring Funds Management, LLC |
| 11 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 4% | 0.12% | The Vanguard Group, Inc. |
| 12 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX diff. adviser | 4% | 0.50% | Thornburg Investment Management, Inc. |
| 13 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 4% | 0.42% | Allspring Funds Management, LLC |
| 14 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 15 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX diff. adviser | 4% | 0.41% | Lord, Abbett & Co. LLC |
| 16 | DWS Short-Term Municipal Bond Fund · SRMAX, SRMCX, SRMSX, MGSMX diff. adviser | 4% | 0.42% | DWS Investment Management Americas, Inc. |
| 17 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX diff. adviser | 4% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Fidelity SAI Sustainable Conservative Income Municipal Bond Fund · FASYX diff. adviser | 4% | 0.20% | Fidelity Management & Research Company LLC |
| 19 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 3% | 0.53% | Thornburg Investment Management, Inc. |
| 20 | Eaton Vance Short Duration Municipal Income ETF · EVSM | 3% | 0.19% | — |
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