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 Term Municipal Bond Active Exchange-Traded Fund · SMMU cheaper diff. adviser | 5% | 0.35% | Pacific Investment Management Company LLC |
| 2 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 3 | PGIM Ultra Short Municipal Bond ETF · PUSH cheaper diff. adviser | 4% | 0.15% | PGIM INVESTMENTS LLC |
| 4 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 4% | 0.11% | — |
| 5 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX cheaper diff. adviser | 4% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 6 | Thornburg Short Duration Municipal Fund · TLMAX, TLMIX diff. adviser | 3% | 0.50% | Thornburg Investment Management, Inc. |
| 7 | Columbia Ultra Short Duration Municipal Bond Fund · USMEX, USMBX cheaper diff. adviser | 3% | 0.29% | Columbia Management Investment Advisers, LLC |
| 8 | Nuveen Short Term Municipal Bond Fund · FSHAX, FSHYX, NAAEX diff. adviser | 3% | 0.43% | Nuveen Fund Advisors, LLC |
| 9 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 3% | 0.09% | Strategic Advisers LLC |
| 10 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 3% | 0.34% | — |
| 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 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 3% | 0.26% | BlackRock Fund Advisors |
| 13 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 3% | 0.42% | Allspring Funds Management, LLC |
| 14 | T. Rowe Price Intermediate Municipal Income ETF · TAXE cheaper diff. adviser | 3% | 0.24% | T. Rowe Price Associates, Inc. |
| 15 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX cheaper diff. adviser | 3% | 0.20% | Fidelity Management & Research Company LLC |
| 16 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 3% | 0.33% | Columbia Management Investment Advisers, LLC |
| 17 | BlackRock National Municipal Fund diff. adviser | 3% | 0.42% | BlackRock Advisors, LLC |
| 18 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 3% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 3% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 3% | 0.24% | Capital Research and Management Company |
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