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 | THRIVENT MUNICIPAL BOND FUND · AAMBX, TMBIX cheaper | 15% | 0.50% | Thrivent Asset Management, LLC |
| 2 | Columbia High Yield Municipal Fund · LHIAX, CHMCX, SRHMX, CHMYX, CHHYX, SRHDX cheaper diff. adviser | 7% | 0.55% | Columbia Management Investment Advisers, LLC |
| 3 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 7% | 0.59% | Lord, Abbett & Co. LLC |
| 4 | Allspring High Yield Municipal Bond Fund · WHYDX, WHYIX, WHYMX, WHYCX, EKHRX cheaper diff. adviser | 7% | 0.50% | Allspring Funds Management, LLC |
| 5 | High Yield Municipal Bond Fund · JHTFX, JCTFX, JHYMX, JCTRX diff. adviser | 7% | 0.63% | John Hancock Investment Management LLC |
| 6 | Nuveen High Yield Municipal Income ETF · NHYM cheaper diff. adviser | 6% | 0.35% | Nuveen Fund Advisors, LLC |
| 7 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper diff. adviser | 6% | 0.18% | Boston Management and Research |
| 8 | DWS Strategic High Yield Tax-Free Fund · NOTAX, NOTCX, SHYTX, NOTIX diff. adviser | 6% | 0.64% | DWS Investment Management Americas, Inc. |
| 9 | Transamerica High Yield Muni · THAYX, THCYX, THYIX, THYTX diff. adviser | 5% | 0.71% | Transamerica Asset Management, Inc. |
| 10 | BNY Mellon Strategic Municipals, Inc. | 5% | — | — |
| 11 | Nomura National High-Yield Municipal Bond Fund · CXHYX, DVHCX, DVHIX diff. adviser | 5% | 0.60% | Macquarie Investment Management Business Trust |
| 12 | AMG GW&K Municipal Enhanced SMA Shares · MESHX cheaper diff. adviser | 5% | 0.00% | AMG Funds LLC |
| 13 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 5% | 0.49% | Delaware Management Company |
| 14 | Columbia Strategic Municipal Income Fund · INTAX, RTCEX, CATZX, CADNX, CATYX, CATSX cheaper diff. adviser | 5% | 0.44% | Columbia Management Investment Advisers, LLC |
| 15 | BNY Mellon Strategic Municipal Bond Fund, Inc. | 5% | — | — |
| 16 | Opportunistic Municipal Fund · PMOAX, POMFX diff. adviser | 5% | 0.80% | Principal Global Investors, LLC |
| 17 | DWS Managed Municipal Bond Fund · SMLAX, SMLCX, SCMBX, SMLIX cheaper diff. adviser | 5% | 0.57% | DWS Investment Management Americas, Inc. |
| 18 | Putnam Tax-Free High Yield Fund · PTHAX, PTHYX diff. adviser | 5% | 0.69% | Franklin Advisers, Inc. |
| 19 | Franklin Templeton SMACS Series H · FGTHX cheaper diff. adviser | 5% | 0.00% | Franklin Advisers, Inc. |
| 20 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.