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 | High-Yield Municipal Fund · ABHYX, AYMAX, AYMCX, AYMIX, AYMYX | 21% | 0.37% | American Century Investment Management, Inc. |
| 2 | Intermediate-Term Tax-Free Bond Fund · TWTIX, AXBIX, TWWOX, TWTCX, ATBYX cheaper | 20% | 0.23% | American Century Investment Management, Inc. |
| 3 | AB Municipal Income Shares · MISHX cheaper | 8% | 0.15% | AllianceBernstein L.P. |
| 4 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX | 7% | 0.35% | Hartford Funds Management Company, LLC |
| 5 | Hartford Municipal Opportunities ETF · HMOP | 6% | 0.29% | Hartford Funds Management Company, LLC |
| 6 | Bridge Builder Municipal Bond Fund · BBMUX cheaper | 5% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | BlackRock Strategic Municipal Opportunities Fund | 5% | 0.67% | BlackRock Advisors, LLC |
| 8 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX | 5% | 0.71% | AllianceBernstein L.P. |
| 9 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper | 5% | 0.09% | The Vanguard Group, Inc. |
| 10 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX | 5% | 0.29% | PGIM INVESTMENTS LLC |
| 11 | JPMorgan Municipal ETF · JMUB cheaper | 5% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 12 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX | 5% | 0.52% | John Hancock Investment Management LLC |
| 13 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 5% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 14 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper | 5% | 0.09% | The Vanguard Group, Inc. |
| 15 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX | 5% | 0.48% | Thornburg Investment Management, Inc. |
| 16 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX | 5% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 18 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX | 5% | 0.50% | AllianceBernstein L.P. |
| 19 | T. Rowe Price Summit Municipal Income Fund · PRINX, PAIMX, PRIMX | 5% | 0.35% | T. Rowe Price Associates, Inc. |
| 20 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper | 5% | 0.12% | The Vanguard Group, Inc. |
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