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 Massachusetts Intermediate Municipal Bond Fund · MMBMX, MMBIX diff. adviser | 10% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 2 | Columbia Massachusetts Intermediate Municipal Bond Fund · LMIAX, SEMAX, CMMYX cheaper diff. adviser | 5% | 0.47% | Columbia Management Investment Advisers, LLC |
| 3 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 2% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | VANGUARD MASSACHUSETTS TAX-EXEMPT FUND · VMATX cheaper diff. adviser | 2% | 0.09% | The Vanguard Group, Inc. |
| 5 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX diff. adviser | 2% | 0.62% | Boston Management and Research |
| 6 | WisdomTree High Income Laddered Municipal Fund · WTMY cheaper diff. adviser | 1% | 0.35% | WisdomTree Asset Management, Inc. |
| 7 | Fidelity Massachusetts Municipal Income Fund · FDMMX cheaper diff. adviser | 1% | 0.44% | Fidelity Management & Research Company LLC |
| 8 | Nuveen Strategic Municipal Opportunities Fund · NSAOX, NSCOX, NSIOX diff. adviser | 1% | 0.64% | Nuveen Fund Advisors, LLC |
| 9 | WisdomTree Core Laddered Municipal Fund · WTMU cheaper diff. adviser | 1% | 0.25% | WisdomTree Asset Management, Inc. |
| 10 | iMGP APA Enhanced Income Municipal Fund diff. adviser | 1% | 0.59% | IM Global Partner Fund Management, LLC |
| 11 | PENNSYLVANIA MUNICIPAL BOND FUND · SEIPX, SEPAX, SPAYX | 1% | 0.59% | SEI INVESTMENTS MANAGEMENT Corporation |
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