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 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 6% | 0.24% | T. Rowe Price Associates, Inc. |
| 2 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 4% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 3 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 4% | 0.19% | — |
| 4 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 4% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 4% | 0.29% | PGIM INVESTMENTS LLC |
| 6 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX diff. adviser | 4% | 0.35% | Boston Management and Research |
| 7 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 3% | 0.38% | Franklin Advisers, Inc. |
| 8 | Eaton Vance Municipal Income 2028 Term Trust | 3% | — | — |
| 9 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 3% | 0.34% | — |
| 10 | Putnam Short-Term Municipal Income Fund cheaper diff. adviser | 3% | 0.33% | Franklin Advisers, Inc. |
| 11 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper diff. adviser | 3% | 0.33% | Pacific Investment Management Company LLC |
| 12 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper diff. adviser | 3% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 13 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX diff. adviser | 3% | 0.35% | Allspring Funds Management, LLC |
| 14 | Western Asset Intermediate Muni Fund Inc. | 3% | — | — |
| 15 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 3% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 16 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 3% | 0.33% | Columbia Management Investment Advisers, LLC |
| 17 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper diff. adviser | 3% | 0.20% | Allspring Funds Management, LLC |
| 18 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 19 | Hartford Municipal Short Duration Fund · HMJAX, HMJCX, HMJIX, HMJFX diff. adviser | 3% | 0.39% | Hartford Funds Management Company, LLC |
| 20 | Western Asset Intermediate Maturity New York Municipals Fund · IMNYX, SINLX, LMIIX, SNYSX | 3% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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