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 | Thornburg Strategic Municipal Income Fund · TSSAX, TSSCX, TSSIX | 19% | 0.50% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX | 12% | 0.53% | Thornburg Investment Management, Inc. |
| 3 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 7% | 0.15% | AllianceBernstein L.P. |
| 4 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX cheaper diff. adviser | 6% | 0.45% | Pacific Investment Management Company LLC |
| 5 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 6% | 0.30% | Franklin Advisers, Inc. |
| 6 | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · MUNI cheaper diff. adviser | 6% | 0.35% | Pacific Investment Management Company LLC |
| 7 | Intermediate-Term Tax-Free Bond Fund · TWTIX, AXBIX, TWWOX, TWTCX, ATBYX cheaper diff. adviser | 6% | 0.23% | American Century Investment Management, Inc. |
| 8 | Thornburg Municipal Managed Account Fund · THMMX cheaper | 6% | 0.00% | Thornburg Investment Management, Inc. |
| 9 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 6% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 10 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX cheaper diff. adviser | 6% | 0.47% | Lord, Abbett & Co. LLC |
| 11 | Allspring Intermediate Tax/AMT-Free Fund · WFTAX, WFTFX, WITIX, WFITX, WFRTX cheaper diff. adviser | 6% | 0.30% | Allspring Funds Management, LLC |
| 12 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 13 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 5% | 0.50% | AllianceBernstein L.P. |
| 14 | AB Tax-Aware Intermediate Municipal ETF · TAFM cheaper diff. adviser | 5% | 0.28% | AllianceBernstein L.P. |
| 15 | American Century Diversified Municipal Bond ETF · TAXF cheaper | 5% | 0.27% | — |
| 16 | Allspring Municipal Bond Fund · WMFAX, WMFCX, WMFDX, WMBIX, WMBRX cheaper diff. adviser | 5% | 0.37% | Allspring Funds Management, LLC |
| 17 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX cheaper diff. adviser | 5% | 0.40% | AllianceBernstein L.P. |
| 18 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 5% | 0.29% | PGIM INVESTMENTS LLC |
| 19 | PIMCO Municipal Bond Fund · PFMIX, PMLAX, PMLCX, PMUPX, PMUNX cheaper diff. adviser | 5% | 0.44% | Pacific Investment Management Company LLC |
| 20 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 5% | 0.26% | Capital Research and Management Company |
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