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 | BNY Mellon Intermediate Municipal Bond Fund, Inc. · DITEX diff. adviser | 15% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 2 | Nomura Tax-Free USA Intermediate Fund · DMUSX, DUICX, DUSIX cheaper diff. adviser | 15% | 0.50% | Macquarie Investment Management Business Trust |
| 3 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 12% | 0.35% | Hartford Funds Management Company, LLC |
| 4 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 11% | 0.29% | Hartford Funds Management Company, LLC |
| 5 | The Intermediate Term Municipal Bond Portfolio · HCIMX cheaper diff. adviser | 10% | 0.48% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 6 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX cheaper diff. adviser | 10% | 0.43% | UBS Asset Management (Americas) LLC |
| 7 | BNY Mellon AMT-Free Municipal Bond Fund · DMUAX, DMUCX, DRMBX, DMBIX, DMUYX cheaper diff. adviser | 8% | 0.41% | BNY Mellon Investment Adviser, Inc. |
| 8 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 7% | 0.15% | AllianceBernstein L.P. |
| 9 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 10 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 11 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 12 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX cheaper diff. adviser | 6% | 0.52% | John Hancock Investment Management LLC |
| 13 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 6% | 0.12% | The Vanguard Group, Inc. |
| 14 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX cheaper diff. adviser | 6% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 15 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 16 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 17 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 18 | JPMorgan Municipal ETF · JMUB cheaper diff. adviser | 6% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 19 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX cheaper diff. adviser | 6% | 0.27% | Capital Research and Management Company |
| 20 | Intermediate-Term Tax-Free Bond Fund · TWTIX, AXBIX, TWWOX, TWTCX, ATBYX cheaper diff. adviser | 6% | 0.23% | American Century Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.