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 | Western Asset Intermediate Muni Fund Inc. | 32% | — | — |
| 2 | Western Asset SMASh Series TF Fund · LSMSX cheaper | 28% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX | 23% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Western Asset Managed Municipals Fund Inc. | 20% | — | — |
| 5 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX | 17% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Western Asset Municipal High Income Fund Inc. | 17% | — | — |
| 7 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 8% | 0.32% | Van Eck Associates Corporation |
| 8 | Western Asset Intermediate Maturity California Municipals Fund · ITCAX, SIMLX, SICYX, SICMX | 7% | 0.63% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Western Asset Intermediate Maturity New York Municipals Fund · IMNYX, SINLX, LMIIX, SNYSX | 7% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Western Asset California Municipals Fund · SCACX, LMCUX, SHRCX, SHRSX | 6% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 6% | 0.35% | SSGA Funds Management, Inc. |
| 12 | Nomura National High-Yield Municipal Bond ETF · HTAX diff. adviser | 6% | 0.49% | Delaware Management Company |
| 13 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 6% | 0.59% | Lord, Abbett & Co. LLC |
| 14 | Western Asset New York Municipals Fund · SBNYX, SBYLX, SNPYX, SNIPX | 6% | 0.61% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 16 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX cheaper diff. adviser | 5% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 17 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 5% | 0.56% | Lord, Abbett & Co. LLC |
| 18 | T. Rowe Price Tax-Free High Yield Fund · PRFHX, PATFX, PTYIX diff. adviser | 5% | 0.50% | T. Rowe Price Associates, Inc. |
| 19 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 5% | 0.35% | Hartford Funds Management Company, LLC |
| 20 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX diff. adviser | 5% | 0.58% | New York Life Investment Management LLC |
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