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 | Virtus Seix Investment Grade Tax-Exempt Bond Fund · SISIX, STTBX cheaper | 32% | 0.50% | Virtus Investment Advisers, LLC |
| 2 | Virtus Seix Tax-Exempt Bond Fund · HXBIX, HXBZX, PXCZX | 31% | 0.58% | — |
| 3 | Destinations Municipal Fixed Income Fund · DMFFX, DMFZX diff. adviser | 6% | 0.66% | Brinker Capital Investments, LLC |
| 4 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX cheaper diff. adviser | 3% | 0.44% | Brown Brothers Harriman & Co. |
| 5 | ALPS Intermediate Municipal Bond ETF · MNBD cheaper diff. adviser | 3% | 0.44% | ALPS Advisors, Inc. |
| 6 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX cheaper diff. adviser | 2% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 7 | Parametric TABS Short-Term Municipal Bond Fund · EABSX, ECBSX, EIBSX cheaper diff. adviser | 2% | 0.49% | Eaton Vance Management |
| 8 | MassMutual Clinton Municipal Fund · MMZWX, MMZVX, MMZUX cheaper diff. adviser | 2% | 0.41% | MML Investment Advisers, LLC |
| 9 | MassMutual Clinton Limited Term Municipal Fund · MMZQX, MMJDX, MMZPX cheaper diff. adviser | 2% | 0.29% | MML Investment Advisers, LLC |
| 10 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX cheaper diff. adviser | 2% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 11 | BNY Mellon Massachusetts Intermediate Municipal Bond Fund · MMBMX, MMBIX diff. adviser | 2% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 12 | MassMutual Clinton Municipal Credit Opportunities Fund · MMJAX, MMJBX, MMJCX cheaper diff. adviser | 2% | 0.54% | MML Investment Advisers, LLC |
| 13 | AMG GW&K Muni Income ETF · MUNX cheaper diff. adviser | 2% | 0.29% | AMG Funds LLC |
| 14 | BNY Mellon Short Term Municipal Bond Fund · DSIBX, DIMIX, DMBAX, DMYBX cheaper diff. adviser | 2% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 15 | AMG GW&K Municipal Bond Fund · GWMIX, GWMTX cheaper diff. adviser | 2% | 0.39% | AMG Funds LLC |
| 16 | BNY Mellon High Yield Municipal Bond Fund · DHMBX, DHYAX, DHYCX, DYBIX, DHYYX diff. adviser | 2% | 0.84% | BNY Mellon Investment Adviser, Inc. |
| 17 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX cheaper diff. adviser | 2% | 0.43% | UBS Asset Management (Americas) LLC |
| 18 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 2% | 0.39% | John Hancock Investment Management LLC |
| 19 | Hartford Schroders Tax-Aware Bond Fund · HFKVX, STWVX, HFKCX, STWTX, HFKYX, HFKFX cheaper diff. adviser | 2% | 0.46% | Hartford Funds Management Company, LLC |
| 20 | Fidelity Flex Municipal Income Fund · FUENX cheaper diff. adviser | 2% | 0.00% | Fidelity Management & Research Company LLC |
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