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 Tax-Exempt Fund · GUTEX, RETCX, RSTYX | 12% | 0.70% | Victory Capital Management Inc. |
| 2 | Victory New York Bond Fund · USNYX, UNYIX | 5% | 0.63% | Victory Capital Management Inc. |
| 3 | Victory Tax Exempt Long-Term Fund · USTEX, UTELX, ULTIX cheaper | 4% | 0.42% | Victory Capital Management Inc. |
| 4 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper diff. adviser | 3% | 0.18% | Boston Management and Research |
| 5 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 3% | 0.49% | Delaware Management Company |
| 6 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX cheaper | 3% | 0.42% | Victory Capital Management Inc. |
| 7 | T. Rowe Price High Income Municipal ETF · THYM cheaper | 3% | 0.32% | — |
| 8 | John Hancock Managed Account Shares Non-Investment-Grade Municipal Bond Portfolio · JHFMX cheaper diff. adviser | 3% | 0.00% | John Hancock Investment Management LLC |
| 9 | NEUBERGER MUNICIPAL FUND INC. | 3% | — | — |
| 10 | Columbia High Yield Municipal Fund · LHIAX, CHMCX, SRHMX, CHMYX, CHHYX, SRHDX cheaper diff. adviser | 3% | 0.55% | Columbia Management Investment Advisers, LLC |
| 11 | BlackRock MuniAssets Fund, Inc. | 3% | — | — |
| 12 | BATS: High Income Municipal Series · BATEX cheaper diff. adviser | 3% | 0.06% | BlackRock Advisors, LLC |
| 13 | Allspring High Yield Municipal Bond Fund · WHYDX, WHYIX, WHYMX, WHYCX, EKHRX cheaper diff. adviser | 2% | 0.50% | Allspring Funds Management, LLC |
| 14 | BlackRock Municipal Credit Alpha Portfolio, Inc. | 2% | — | — |
| 15 | Opportunistic Municipal Fund · PMOAX, POMFX diff. adviser | 2% | 0.80% | Principal Global Investors, LLC |
| 16 | First Trust Flexible Municipal High Income ETF · MFLX diff. adviser | 2% | 1.01% | First Trust Advisors L.P. |
| 17 | Nuveen Enhanced High Yield Municipal Bond Fund | 2% | — | — |
| 18 | First Eagle Core Plus Municipal Fund · FPMMX, FPMAX, FPLCX, FPCPX cheaper | 2% | 0.42% | — |
| 19 | Victory Tax Exempt Intermediate-Term Fund · USATX, UTEIX, UITIX cheaper | 2% | 0.44% | Victory Capital Management Inc. |
| 20 | iShares High Yield Muni Active ETF cheaper diff. adviser | 2% | 0.39% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.