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 | Virtus Seix High Grade Municipal Bond Fund · SFLTX, SCFTX | 31% | 0.58% | Virtus Investment Advisers, LLC |
| 2 | Virtus Seix Investment Grade Tax-Exempt Bond Fund · SISIX, STTBX cheaper | 29% | 0.50% | Virtus Investment Advisers, LLC |
| 3 | Destinations Municipal Fixed Income Fund · DMFFX, DMFZX | 7% | 0.66% | Brinker Capital Investments, LLC |
| 4 | DTF Tax-Free Income 2028 Term Fund INC | 6% | — | — |
| 5 | BNY Mellon Intermediate Municipal Bond Fund, Inc. · DITEX | 2% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 6 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX cheaper | 2% | 0.44% | Brown Brothers Harriman & Co. |
| 7 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX cheaper | 2% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 8 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX cheaper | 2% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 9 | BNY Mellon National Intermediate Municipal Bond Fund · MPNIX, MINMX cheaper | 2% | 0.53% | BNY Mellon Investment Adviser, Inc. |
| 10 | BNY Mellon Municipal Intermediate ETF cheaper | 2% | 0.35% | — |
| 11 | ALPS Intermediate Municipal Bond ETF · MNBD cheaper | 2% | 0.44% | ALPS Advisors, Inc. |
| 12 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX cheaper | 2% | 0.43% | UBS Asset Management (Americas) LLC |
| 13 | Fidelity Flex Municipal Income Fund · FUENX cheaper | 2% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Federated Hermes Premier Municipal Income Fund | 2% | — | — |
| 15 | Invesco AMT-Free Municipal Income Fund · IORAX, OMFYX, OMFCX, OPTAX | 2% | 0.60% | Invesco Advisers, Inc. |
| 16 | Eaton Vance New York Municipal Opportunities Fund · EXNYX, EZNYX, ENYIX cheaper | 2% | 0.55% | Boston Management and Research |
| 17 | Columbia Intermediate Duration Municipal Bond Fund · LITAX, LITCX, SETMX, CTMRX, CIMYX, SETDX cheaper | 2% | 0.30% | Columbia Management Investment Advisers, LLC |
| 18 | BlackRock Municipal 2030 Target Term Trust | 1% | — | — |
| 19 | Tax-Exempt Bond Fund · PTEAX, PTBCX, PITEX | 1% | 0.64% | Principal Global Investors, LLC |
| 20 | AMG GW&K Municipal Bond Fund · GWMIX, GWMTX cheaper | 1% | 0.39% | AMG Funds LLC |
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