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 | Franklin Massachusetts Municipal Income ETF cheaper | 88% | 0.35% | — |
| 2 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX | 23% | 0.62% | Franklin Advisers, Inc. |
| 3 | Nuveen Massachusetts Quality Municipal Income Fund | 12% | — | — |
| 4 | Nuveen Massachusetts Municipal Bond Fund · NMAAX, NBMAX, NAAGX diff. adviser | 10% | 0.60% | Nuveen Fund Advisors, LLC |
| 5 | AB Massachusetts Portfolio · AMAAX, AMABX, AMACX, AMAYX cheaper diff. adviser | 10% | 0.52% | AllianceBernstein L.P. |
| 6 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 7 | Fidelity Massachusetts Municipal Income Fund · FDMMX cheaper diff. adviser | 7% | 0.44% | Fidelity Management & Research Company LLC |
| 8 | Putnam New Jersey Tax Exempt Income Fund · PTNJX, PNJBX | 5% | 0.56% | Franklin Advisers, Inc. |
| 9 | Putnam Ohio Tax Exempt Income Fund · PXOHX, POXBX | 4% | 0.61% | Franklin Advisers, Inc. |
| 10 | BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents cheaper diff. adviser | 4% | 0.35% | BondBloxx Investment Management Corporation |
| 11 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 4% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Franklin New Jersey Municipal Income ETF cheaper | 4% | 0.35% | — |
| 13 | Putnam Pennsylvania Tax Exempt Income Fund · PTEPX, PPNBX | 4% | 0.59% | Franklin Advisers, Inc. |
| 14 | BNY Mellon Massachusetts Intermediate Municipal Bond Fund · MMBMX, MMBIX diff. adviser | 3% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 15 | Franklin Pennsylvania Municipal Income ETF cheaper | 3% | 0.35% | — |
| 16 | Putnam Minnesota Tax Exempt Income Fund · PXMNX, PMTBX | 3% | 0.55% | Franklin Advisers, Inc. |
| 17 | Franklin Ohio Municipal Income ETF cheaper | 3% | 0.35% | — |
| 18 | Putnam Municipal Opportunities Trust | 3% | — | — |
| 19 | Franklin Minnesota Municipal Income ETF cheaper | 2% | 0.35% | — |
| 20 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX cheaper diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
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