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 | DWS Massachusetts Tax-Free Fund · SQMAX, SQMCX, SCMAX, DMAIX diff. adviser | 8% | 0.62% | DWS Investment Management Americas, Inc. |
| 2 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX diff. adviser | 6% | 0.62% | Franklin Advisers, Inc. |
| 3 | Franklin Massachusetts Municipal Income ETF cheaper | 6% | 0.35% | — |
| 4 | Nuveen Massachusetts Municipal Bond Fund · NMAAX, NBMAX, NAAGX diff. adviser | 5% | 0.60% | Nuveen Fund Advisors, LLC |
| 5 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX | 4% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Putnam Massachusetts Tax Exempt Income Fund · PXMAX, PMABX diff. adviser | 4% | 0.54% | Franklin Advisers, Inc. |
| 7 | Western Asset Managed Municipals Fund Inc. | 4% | — | — |
| 8 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX cheaper diff. adviser | 4% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 3% | 0.32% | Van Eck Associates Corporation |
| 10 | Western Asset California Municipals Fund · SCACX, LMCUX, SHRCX, SHRSX | 3% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX diff. adviser | 3% | 0.58% | New York Life Investment Management LLC |
| 12 | Western Asset Pennsylvania Municipals Fund · SBPAX, SPALX, LPPIX, LPISX | 3% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Nomura Tax-Free Pennsylvania Fund · DELIX, DPTCX, DTPIX diff. adviser | 3% | 0.58% | Macquarie Investment Management Business Trust |
| 14 | Nuveen Massachusetts Quality Municipal Income Fund | 3% | — | — |
| 15 | Tax-Free High Grade Portfolio Bond Fund for Puerto Rico Residents, Inc. | 3% | — | — |
| 16 | GNMA & US Government Target Maturity Fund for Puerto Rico Residents, Inc. | 3% | — | — |
| 17 | Nomura Tax-Free USA Intermediate Fund · DMUSX, DUICX, DUSIX cheaper diff. adviser | 3% | 0.50% | Macquarie Investment Management Business Trust |
| 18 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX cheaper | 3% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | Columbia Massachusetts Intermediate Municipal Bond Fund · LMIAX, SEMAX, CMMYX cheaper diff. adviser | 3% | 0.47% | Columbia Management Investment Advisers, LLC |
| 20 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX cheaper | 3% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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