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 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper | 43% | 0.33% | Pacific Investment Management Company LLC |
| 2 | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · MUNI | 26% | 0.35% | Pacific Investment Management Company LLC |
| 3 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX | 18% | 0.45% | Pacific Investment Management Company LLC |
| 4 | PIMCO Municipal Income Opportunities Active Exchange-Traded Fund · MINO | 12% | 0.39% | Pacific Investment Management Company LLC |
| 5 | PIMCO Municipal Bond Fund · PFMIX, PMLAX, PMLCX, PMUPX, PMUNX | 11% | 0.44% | Pacific Investment Management Company LLC |
| 6 | PIMCO New York Municipal Bond Fund · PNYIX, PNYAX, PNYPX, PBFCX, PNYNX | 11% | 0.44% | Pacific Investment Management Company LLC |
| 7 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX cheaper | 11% | 0.33% | Pacific Investment Management Company LLC |
| 8 | Fixed Income SHares: Series TE · FXIEX cheaper | 10% | 0.00% | Pacific Investment Management Company LLC |
| 9 | PIMCO Flexible Municipal Income Fund | 9% | — | — |
| 10 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX | 8% | 0.44% | Pacific Investment Management Company LLC |
| 11 | PIMCO California Municipal Bond Fund · PCTIX, PCTPX, PCTTX, PCTGX | 7% | 0.44% | Pacific Investment Management Company LLC |
| 12 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 7% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 13 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 6% | 0.34% | — |
| 14 | PIMCO California Flexible Municipal Income Fund | 6% | — | — |
| 15 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 16 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 17 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 5% | 0.12% | The Vanguard Group, Inc. |
| 18 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 5% | 0.24% | T. Rowe Price Associates, Inc. |
| 19 | DWS Short-Term Municipal Bond Fund · SRMAX, SRMCX, SRMSX, MGSMX diff. adviser | 5% | 0.42% | DWS Investment Management Americas, Inc. |
| 20 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 5% | 0.07% | The Vanguard Group, Inc. |
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