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 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper | 24% | 0.39% | John Hancock Investment Management LLC |
| 2 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX cheaper | 23% | 0.38% | John Hancock Investment Management LLC |
| 3 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 9% | 0.15% | AllianceBernstein L.P. |
| 4 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 8% | 0.30% | Franklin Advisers, Inc. |
| 5 | High Yield Municipal Bond Fund · JHTFX, JCTFX, JHYMX, JCTRX | 8% | 0.63% | John Hancock Investment Management LLC |
| 6 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 7% | 0.29% | PGIM INVESTMENTS LLC |
| 7 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 8 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper diff. adviser | 7% | 0.41% | Lord, Abbett & Co. LLC |
| 9 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 7% | 0.32% | Van Eck Associates Corporation |
| 10 | PGIM Muni High Income Fund · PHIZX, PRHAX, PHICX, PHIQX cheaper diff. adviser | 7% | 0.49% | PGIM INVESTMENTS LLC |
| 11 | MFS Municipal Intermediate Fund · MIUCX, MIUAX, MIUIX, MIURX cheaper diff. adviser | 7% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 7% | 0.71% | AllianceBernstein L.P. |
| 13 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 7% | 0.27% | AllianceBernstein L.P. |
| 14 | AB Tax-Aware Intermediate Municipal ETF · TAFM cheaper diff. adviser | 7% | 0.28% | AllianceBernstein L.P. |
| 15 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 16 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 6% | 0.35% | Hartford Funds Management Company, LLC |
| 17 | Putnam Strategic Intermediate Municipal Fund · PPNAX, PTFIX diff. adviser | 6% | 0.56% | Franklin Advisers, Inc. |
| 18 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX cheaper diff. adviser | 6% | 0.41% | Russell Investment Management, LLC |
| 19 | INTERMEDIATE-TERM MUNICIPAL FUND · SEIMX, SINYX diff. adviser | 6% | 0.56% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX cheaper diff. adviser | 6% | 0.47% | Lord, Abbett & Co. LLC |
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