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 | Schwab Opportunistic Municipal Bond Fund · SWHYX | 8% | 0.50% | Charles Schwab Investment Management, Inc. |
| 2 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 5% | 0.15% | AllianceBernstein L.P. |
| 3 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 5% | 0.47% | Lord, Abbett & Co. LLC |
| 4 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 4% | 0.53% | Thornburg Investment Management, Inc. |
| 5 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 4% | 0.48% | Thornburg Investment Management, Inc. |
| 6 | BNY Mellon Municipal Opportunities Fund · MOTMX, MOTIX diff. adviser | 4% | 0.72% | BNY Mellon Investment Adviser, Inc. |
| 7 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 4% | 0.26% | Capital Research and Management Company |
| 8 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 4% | 0.29% | PGIM INVESTMENTS LLC |
| 9 | Schwab California Tax-Free Bond Fund · SWCAX | 4% | 0.38% | Charles Schwab Investment Management, Inc. |
| 10 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 4% | 0.35% | Hartford Funds Management Company, LLC |
| 11 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 4% | 0.27% | AllianceBernstein L.P. |
| 12 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX cheaper diff. adviser | 4% | 0.27% | Capital Research and Management Company |
| 13 | BNY Mellon Municipal Opportunities ETF | 3% | 0.54% | — |
| 14 | BNY Mellon Municipal Intermediate ETF cheaper | 3% | 0.35% | — |
| 15 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX diff. adviser | 3% | 0.52% | John Hancock Investment Management LLC |
| 16 | Nomura Tax-Free USA Intermediate Fund · DMUSX, DUICX, DUSIX diff. adviser | 3% | 0.50% | Macquarie Investment Management Business Trust |
| 17 | BNY Mellon National Intermediate Municipal Bond Fund · MPNIX, MINMX diff. adviser | 3% | 0.53% | BNY Mellon Investment Adviser, Inc. |
| 18 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 3% | 0.27% | Capital Research and Management Company |
| 19 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 3% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX diff. adviser | 3% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.