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 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 12% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper | 12% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper | 11% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX | 11% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Municipal ETF · JMUB cheaper | 10% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 10% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper | 9% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan High Yield Municipal ETF · JMHI | 8% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 7% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 6% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 11 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX diff. adviser | 6% | 0.24% | T. Rowe Price Associates, Inc. |
| 12 | BNY Mellon Municipal Short Duration ETF | 5% | 0.35% | — |
| 13 | BNY Mellon National Short-Term Municipal Bond Fund · MPSTX, MINSX diff. adviser | 5% | 0.44% | BNY Mellon Investment Adviser, Inc. |
| 14 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 15 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 16 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX diff. adviser | 5% | 0.25% | Fidelity Management & Research Company LLC |
| 17 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX diff. adviser | 5% | 0.43% | Nuveen Fund Advisors, LLC |
| 18 | BlackRock Municipal 2030 Target Term Trust | 5% | — | — |
| 19 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
| 20 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 4% | 0.12% | The Vanguard Group, Inc. |
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