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 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX cheaper diff. adviser | 10% | 0.49% | Thornburg Investment Management, Inc. |
| 2 | BNY Mellon California AMT-Free Municipal Bond Fund, Inc. · DRCAX, DCACX, DCAAX, DCMIX, DCAYX diff. adviser | 9% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 3 | Old Westbury California Municipal Bond Fund · OWCAX diff. adviser | 6% | 0.57% | Bessemer Investment Management LLC |
| 4 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 5% | 0.27% | Capital Research and Management Company |
| 5 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX cheaper diff. adviser | 5% | 0.38% | PGIM INVESTMENTS LLC |
| 6 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 7 | NYLI MacKay California Muni Intermediate ETF · MMCA cheaper diff. adviser | 5% | 0.36% | New York Life Investment Management LLC |
| 8 | Fidelity California Limited Term Tax-Free Bond Fund · FCSTX cheaper diff. adviser | 5% | 0.30% | Fidelity Management & Research Company LLC |
| 9 | Fidelity California Municipal Income Fund · FCTFX, FCMAX, FCMKX, FCMTX, FCMQX, FIJBX cheaper diff. adviser | 5% | 0.40% | Fidelity Management & Research Company LLC |
| 10 | California Intermediate Tax-Exempt Fund · NCITX cheaper diff. adviser | 4% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | AB California Portfolio · ALCAX, ACACX, ALCVX cheaper diff. adviser | 4% | 0.50% | AllianceBernstein L.P. |
| 12 | Payden California Municipal Social Impact Fund · PYCRX, PYCLX cheaper diff. adviser | 4% | 0.45% | Payden & Rygel |
| 13 | Invesco Limited Term California Municipal Fund · OLCAX, OLCCX, OLCYX, IORLX cheaper diff. adviser | 4% | 0.50% | Invesco Advisers, Inc. |
| 14 | Franklin California Intermediate-Term Tax-Free Income Fund · FKCIX, FCCIX, FRCZX, FCCRX, FCCQX cheaper diff. adviser | 4% | 0.46% | Franklin Advisers, Inc. |
| 15 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX cheaper diff. adviser | 4% | 0.24% | American Century Investment Management, Inc. |
| 16 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 17 | Capital Group California Short-Term Municipal Fund · CCSTX cheaper diff. adviser | 3% | 0.30% | Capital Research and Management Company |
| 18 | Xtrackers California Municipal Bond ETF · CA cheaper diff. adviser | 3% | 0.07% | DBX Advisors LLC |
| 19 | California Municipal Fund · SRCMX, SRCCX, PCMFX diff. adviser | 3% | 0.60% | Principal Global Investors, LLC |
| 20 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX cheaper diff. adviser | 3% | 0.35% | J.P. Morgan Investment Management, Inc. |
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