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 | Victory High Income Municipal Bond Fund · RSHMX, RSHCX, RHMYX, RHMMX cheaper | 12% | 0.57% | Victory Capital Management Inc. |
| 2 | NEUBERGER MUNICIPAL FUND INC. | 6% | — | — |
| 3 | abrdn Intermediate Municipal Income Fund · NTFAX, ABEIX, ABESX cheaper diff. adviser | 5% | 0.50% | abrdn Inc. |
| 4 | PIMCO New York Municipal Income Fund III | 4% | — | — |
| 5 | Victory Tax Exempt Long-Term Fund · USTEX, UTELX, ULTIX cheaper | 3% | 0.42% | Victory Capital Management Inc. |
| 6 | Thornburg Municipal Managed Account Fund · THMMX cheaper diff. adviser | 3% | 0.00% | Thornburg Investment Management, Inc. |
| 7 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX cheaper diff. adviser | 3% | 0.58% | New York Life Investment Management LLC |
| 8 | MFS INVESTMENT GRADE MUNICIPAL TRUST | 3% | — | — |
| 9 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX cheaper diff. adviser | 3% | 0.59% | Lord, Abbett & Co. LLC |
| 10 | Columbia Strategic New York Municipal Income Fund · COLNX, CNYCX, CNYZX, CNYRX, CNTYX cheaper diff. adviser | 3% | 0.44% | Columbia Management Investment Advisers, LLC |
| 11 | Nuveen High Yield Municipal Income ETF · NHYM cheaper diff. adviser | 3% | 0.35% | Nuveen Fund Advisors, LLC |
| 12 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX cheaper diff. adviser | 3% | 0.55% | Pacific Investment Management Company LLC |
| 13 | MFS MUNICIPAL INCOME TRUST | 2% | — | — |
| 14 | iShares High Yield Muni Active ETF cheaper diff. adviser | 2% | 0.39% | BlackRock Fund Advisors |
| 15 | BNY Mellon Strategic Municipals, Inc. | 2% | — | — |
| 16 | Nuveen AMT-Free Municipal Value Fund | 2% | — | — |
| 17 | Lord Abbett Municipal Opportunities Fund | 2% | — | — |
| 18 | Nuveen Ohio Municipal Bond Fund · FOHTX, NXOHX, FAFMX cheaper diff. adviser | 2% | 0.58% | Nuveen Fund Advisors, LLC |
| 19 | WisdomTree High Income Laddered Municipal Fund · WTMY cheaper diff. adviser | 2% | 0.35% | WisdomTree Asset Management, Inc. |
| 20 | BNY Mellon Municipal Bond Infrastructure Fund, Inc. | 2% | — | — |
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