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 | Western Asset California Municipals Fund · SCACX, LMCUX, SHRCX, SHRSX cheaper | 32% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX cheaper | 7% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | BlackRock California Municipal Income Trust | 7% | — | — |
| 4 | California Municipal Fund · SRCMX, SRCCX, PCMFX cheaper diff. adviser | 7% | 0.60% | Principal Global Investors, LLC |
| 5 | Western Asset Intermediate Muni Fund Inc. | 7% | — | — |
| 6 | Invesco Limited Term California Municipal Fund · OLCAX, OLCCX, OLCYX, IORLX cheaper diff. adviser | 5% | 0.50% | Invesco Advisers, Inc. |
| 7 | Putnam California Tax Exempt Income Fund · PCTEX, PCTBX, PCTCX diff. adviser | 5% | 0.63% | Franklin Advisers, Inc. |
| 8 | BNY Mellon California AMT-Free Municipal Bond Fund, Inc. · DRCAX, DCACX, DCAAX, DCMIX, DCAYX cheaper diff. adviser | 5% | 0.58% | BNY Mellon Investment Adviser, Inc. |
| 9 | iShares Short-Term California Muni Active ETF cheaper diff. adviser | 5% | 0.20% | BlackRock Fund Advisors |
| 10 | BlackRock MuniHoldings California Quality Fund, Inc. | 5% | — | — |
| 11 | Nuveen California AMT-Free Quality Municipal Income Fund | 5% | — | — |
| 12 | Franklin California Intermediate-Term Tax-Free Income Fund · FKCIX, FCCIX, FRCZX, FCCRX, FCCQX cheaper diff. adviser | 5% | 0.46% | Franklin Advisers, Inc. |
| 13 | AB California Portfolio · ALCAX, ACACX, ALCVX cheaper diff. adviser | 5% | 0.50% | AllianceBernstein L.P. |
| 14 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 15 | AB California Intermediate Municipal ETF · CAM cheaper diff. adviser | 4% | 0.27% | AllianceBernstein L.P. |
| 16 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX cheaper | 4% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX cheaper diff. adviser | 4% | 0.50% | AllianceBernstein L.P. |
| 18 | California Tax-Exempt Fund · NCATX cheaper diff. adviser | 4% | 0.46% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | California Municipal Bond Fund · TACAX, TCCAX, JCAFX, JCSRX cheaper diff. adviser | 4% | 0.50% | John Hancock Investment Management LLC |
| 20 | Western Asset SMASh Series TF Fund · LSMSX cheaper | 4% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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