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 | T. Rowe Price Summit Municipal Intermediate Fund · PRSMX, PAIFX, PRTMX | 13% | 0.29% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price Short Municipal Income ETF · TMNS cheaper | 12% | 0.18% | — |
| 3 | T. Rowe Price Intermediate Municipal Income ETF · TAXE | 10% | 0.24% | T. Rowe Price Associates, Inc. |
| 4 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 8% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 5 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 6 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 7 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 7% | 0.19% | — |
| 8 | Nuveen Short Term Municipal Bond Fund · FSHAX, FSHYX, NAAEX diff. adviser | 7% | 0.43% | Nuveen Fund Advisors, LLC |
| 9 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 10 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 11 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 6% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper diff. adviser | 6% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 13 | Western Asset Short Duration Municipal Income Fund · SHDAX, SHDLX, SMDYX, SHDSX, CIABX diff. adviser | 6% | 0.35% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 6% | 0.09% | Strategic Advisers LLC |
| 15 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 6% | 0.55% | First Trust Advisors L.P. |
| 16 | Nuveen Limited Term Municipal Bond Fund · FLTDX, FLTRX, FAFJX diff. adviser | 6% | 0.43% | Nuveen Fund Advisors, LLC |
| 17 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX diff. adviser | 6% | 0.35% | Boston Management and Research |
| 18 | BlackRock Short Duration Muni Fund diff. adviser | 5% | 0.32% | BlackRock Advisors, LLC |
| 19 | State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF · SHM cheaper diff. adviser | 5% | 0.20% | SSGA Funds Management, Inc. |
| 20 | Nuveen Select Maturities Municipal Fund | 5% | — | — |
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