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 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 8% | 0.50% | AllianceBernstein L.P. |
| 2 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 8% | 0.27% | AllianceBernstein L.P. |
| 3 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX cheaper diff. adviser | 8% | 0.38% | PGIM INVESTMENTS LLC |
| 4 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX cheaper diff. adviser | 7% | 0.33% | Pacific Investment Management Company LLC |
| 5 | Capital Group California Core Municipal Fund · CCCMX cheaper diff. adviser | 6% | 0.27% | Capital Research and Management Company |
| 6 | California Tax-Exempt Fund · NCATX cheaper diff. adviser | 6% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Allspring California Tax-Free Fund · SCTAX, SCTCX, SGCAX, SGTIX cheaper | 6% | 0.48% | Allspring Funds Management, LLC |
| 8 | Thornburg California Limited Term Municipal Fund · LTCAX, LTCCX, LTCIX, LTCQX cheaper diff. adviser | 6% | 0.49% | Thornburg Investment Management, Inc. |
| 9 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 6% | 0.50% | AllianceBernstein L.P. |
| 10 | iShares Short-Term California Muni Active ETF cheaper diff. adviser | 6% | 0.20% | BlackRock Fund Advisors |
| 11 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 12 | Schwab California Tax-Free Bond Fund · SWCAX cheaper diff. adviser | 5% | 0.38% | Charles Schwab Investment Management, Inc. |
| 13 | Fidelity California Limited Term Tax-Free Bond Fund · FCSTX cheaper diff. adviser | 5% | 0.30% | Fidelity Management & Research Company LLC |
| 14 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX cheaper diff. adviser | 5% | 0.29% | Capital Research and Management Company |
| 15 | Payden California Municipal Social Impact Fund · PYCRX, PYCLX cheaper diff. adviser | 5% | 0.45% | Payden & Rygel |
| 16 | NYLI MacKay California Muni Intermediate ETF · MMCA cheaper diff. adviser | 4% | 0.36% | New York Life Investment Management LLC |
| 17 | Capital Group California Short-Term Municipal Fund · CCSTX cheaper diff. adviser | 4% | 0.30% | Capital Research and Management Company |
| 18 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX cheaper diff. adviser | 4% | 0.41% | Lord, Abbett & Co. LLC |
| 19 | VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND · VCITX, VCLAX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 20 | California Intermediate Tax-Exempt Fund · NCITX cheaper diff. adviser | 4% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
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