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 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 9% | 0.09% | The Vanguard Group, Inc. |
| 2 | Allspring California Tax-Free Fund · SCTAX, SCTCX, SGCAX, SGTIX diff. adviser | 8% | 0.48% | Allspring Funds Management, LLC |
| 3 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX cheaper diff. adviser | 8% | 0.44% | Pacific Investment Management Company LLC |
| 4 | California Intermediate Tax-Exempt Fund · NCITX diff. adviser | 8% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX diff. adviser | 8% | 0.49% | Thornburg Investment Management, Inc. |
| 6 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 8% | 0.27% | Capital Research and Management Company |
| 7 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX cheaper diff. adviser | 6% | 0.38% | PGIM INVESTMENTS LLC |
| 8 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX cheaper diff. adviser | 6% | 0.29% | Capital Research and Management Company |
| 9 | NYLI MacKay California Muni Intermediate ETF · MMCA cheaper diff. adviser | 6% | 0.36% | New York Life Investment Management LLC |
| 10 | Franklin California Intermediate-Term Tax-Free Income Fund · FKCIX, FCCIX, FRCZX, FCCRX, FCCQX diff. adviser | 6% | 0.46% | Franklin Advisers, Inc. |
| 11 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 12 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper diff. adviser | 6% | 0.24% | American Century Investment Management, Inc. |
| 13 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX diff. adviser | 5% | 0.48% | New York Life Investment Management LLC |
| 14 | California Municipal Fund · SRCMX, SRCCX, PCMFX diff. adviser | 5% | 0.60% | Principal Global Investors, LLC |
| 15 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 16 | California Municipal Bond Fund · TACAX, TCCAX, JCAFX, JCSRX diff. adviser | 5% | 0.50% | John Hancock Investment Management LLC |
| 17 | California Tax-Exempt Fund · NCATX diff. adviser | 5% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 5% | 0.50% | AllianceBernstein L.P. |
| 19 | BlackRock California Municipal Opportunities Fund cheaper diff. adviser | 5% | 0.42% | BlackRock Advisors, LLC |
| 20 | BlackRock MuniHoldings California Quality Fund, Inc. | 5% | — | — |
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