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 | 15% | 0.50% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX | 6% | 0.48% | Thornburg Investment Management, Inc. |
| 3 | Neuberger Berman Municipal Intermediate Bond Fund · NMUIX, NMNAX, NMNCX, NMNLX diff. adviser | 4% | 0.30% | Neuberger Berman Investment Advisers LLC |
| 4 | Thornburg New Mexico Intermediate Municipal Fund · THNMX, THNDX, THNIX | 4% | 0.67% | Thornburg Investment Management, Inc. |
| 5 | PGIM Municipal Income Opportunities ETF · PMIO diff. adviser | 3% | 0.25% | PGIM INVESTMENTS LLC |
| 6 | JPMorgan High Yield Municipal ETF · JMHI diff. adviser | 3% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 3% | 0.56% | Lord, Abbett & Co. LLC |
| 8 | AB Municipal Income Shares · MISHX diff. adviser | 3% | 0.15% | AllianceBernstein L.P. |
| 9 | Victory Tax-Exempt Fund · GUTEX, RETCX, RSTYX diff. adviser | 3% | 0.70% | Victory Capital Management Inc. |
| 10 | Victory Pioneer High Income Municipal Fund · HIMYX, PIMAX, HICMX diff. adviser | 3% | 0.55% | Victory Capital Management Inc. |
| 11 | Invesco Municipal Income Fund · VKMMX, VMICX, VMIIX, VMINX, VKMSX diff. adviser | 3% | 0.66% | Invesco Advisers, Inc. |
| 12 | Nuveen Municipal Income Fund, Inc. | 3% | — | — |
| 13 | Invesco AMT-Free Municipal Income Fund · IORAX, OMFYX, OMFCX, OPTAX diff. adviser | 3% | 0.60% | Invesco Advisers, Inc. |
| 14 | PIMCO California Flexible Municipal Income Fund | 3% | — | — |
| 15 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX | 3% | 0.53% | Thornburg Investment Management, Inc. |
| 16 | JOHNSON MUNICIPAL INCOME FUND · JMUNX diff. adviser | 3% | 0.30% | Johnson Investment Counsel, Inc. |
| 17 | abrdn National Municipal Income Fund | 3% | — | — |
| 18 | Columbia Strategic Municipal Income Fund · INTAX, RTCEX, CATZX, CADNX, CATYX, CATSX diff. adviser | 3% | 0.44% | Columbia Management Investment Advisers, LLC |
| 19 | First Trust Flexible Municipal High Income ETF · MFLX diff. adviser | 3% | 1.01% | First Trust Advisors L.P. |
| 20 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX diff. adviser | 3% | 0.18% | Boston Management and Research |
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