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 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 33% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Municipal ETF · JMUB cheaper | 31% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX cheaper | 29% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper | 25% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan High Yield Municipal ETF · JMHI | 23% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 16% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper | 12% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper | 12% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper | 12% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 11 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 6% | 0.15% | AllianceBernstein L.P. |
| 12 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 6% | 0.29% | Hartford Funds Management Company, LLC |
| 13 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 14 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX diff. adviser | 5% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 5% | 0.35% | Hartford Funds Management Company, LLC |
| 16 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 17 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX diff. adviser | 5% | 0.55% | Pacific Investment Management Company LLC |
| 18 | PIMCO Municipal Bond Fund · PFMIX, PMLAX, PMLCX, PMUPX, PMUNX diff. adviser | 5% | 0.44% | Pacific Investment Management Company LLC |
| 19 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX diff. adviser | 5% | 0.45% | Pacific Investment Management Company LLC |
| 20 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
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