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 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper | 31% | 0.01% | Lord, Abbett & Co. LLC |
| 2 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX | 20% | 0.47% | Lord, Abbett & Co. LLC |
| 3 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 16% | 0.32% | Van Eck Associates Corporation |
| 4 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX | 14% | 0.59% | Lord, Abbett & Co. LLC |
| 5 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX | 13% | 0.56% | Lord, Abbett & Co. LLC |
| 6 | Nuveen Short Duration High Yield Municipal Bond Fund · NVHAX, NVHIX, NVCCX diff. adviser | 13% | 0.75% | Nuveen Fund Advisors, LLC |
| 7 | First Eagle Short Duration High Yield Municipal Fund · FDURX, FDUAX, FDUIX, FDYCX diff. adviser | 12% | 0.63% | First Eagle Investment Management, LLC |
| 8 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 12% | 0.32% | Van Eck Associates Corporation |
| 9 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 9% | 0.35% | SSGA Funds Management, Inc. |
| 10 | Invesco Intermediate Term Municipal Income Fund · VKLMX, VKLCX, VKLIX, VKLSX diff. adviser | 9% | 0.52% | Invesco Advisers, Inc. |
| 11 | iShares Short Duration High Yield Muni Active ETF cheaper diff. adviser | 9% | 0.40% | BlackRock Fund Advisors |
| 12 | T. Rowe Price Intermediate Tax-Free High Yield Fund · PRIHX, TFHAX diff. adviser | 8% | 0.41% | T. Rowe Price Associates, Inc. |
| 13 | Invesco Short Duration High Yield Municipal Fund diff. adviser | 8% | 0.55% | Invesco Advisers, Inc. |
| 14 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 8% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 15 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 8% | 0.15% | AllianceBernstein L.P. |
| 16 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 8% | 0.34% | Capital Research and Management Company |
| 17 | Nuveen High Yield Municipal Income ETF · NHYM cheaper diff. adviser | 7% | 0.35% | Nuveen Fund Advisors, LLC |
| 18 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 7% | 0.30% | Franklin Advisers, Inc. |
| 19 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 7% | 0.52% | John Hancock Investment Management LLC |
| 20 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX cheaper diff. adviser | 7% | 0.32% | Capital Research and Management Company |
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