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 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX cheaper | 6% | 0.42% | Victory Capital Management Inc. |
| 2 | Victory Growth and Tax Strategy Fund · USBLX, UGTCX, UGTIX, UGTAX | 6% | 0.50% | Victory Capital Management Inc. |
| 3 | Victory Tax Exempt Long-Term Fund · USTEX, UTELX, ULTIX cheaper | 5% | 0.42% | Victory Capital Management Inc. |
| 4 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 5% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 5% | 0.30% | Franklin Advisers, Inc. |
| 6 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 4% | 0.15% | AllianceBernstein L.P. |
| 7 | Lord Abbett Short Duration High Income Municipal Bond Fund · SDHAX, SDHCX, SDHFX, SDHIX, HYMQX cheaper diff. adviser | 4% | 0.41% | Lord, Abbett & Co. LLC |
| 8 | Allspring Municipal Bond Fund · WMFAX, WMFCX, WMFDX, WMBIX, WMBRX cheaper diff. adviser | 4% | 0.37% | Allspring Funds Management, LLC |
| 9 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 4% | 0.32% | Van Eck Associates Corporation |
| 10 | Lord Abbett Intermediate Tax Free Fund · LISFX, LAIIX, LISAX, LISCX, LOISX diff. adviser | 4% | 0.47% | Lord, Abbett & Co. LLC |
| 11 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 4% | 0.35% | SSGA Funds Management, Inc. |
| 12 | Franklin Federal Tax-Free Income Fund · FKTIX, FRFTX, FAFTX, FFTQX, FFQAX diff. adviser | 4% | 0.48% | Franklin Advisers, Inc. |
| 13 | American High-Income Municipal Bond Fund · AMHIX, AHICX, ABHFX, AHMFX, HIMFX, TAHHX cheaper diff. adviser | 4% | 0.32% | Capital Research and Management Company |
| 14 | Allspring Managed Account CoreBuilder Shares Series M · WFCMX cheaper diff. adviser | 4% | 0.00% | Allspring Funds Management, LLC |
| 15 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 4% | 0.56% | Lord, Abbett & Co. LLC |
| 16 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 4% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
| 18 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX diff. adviser | 3% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 3% | 0.48% | Thornburg Investment Management, Inc. |
| 20 | Allspring Intermediate Tax/AMT-Free Fund · WFTAX, WFTFX, WITIX, WFITX, WFRTX cheaper diff. adviser | 3% | 0.30% | Allspring Funds Management, LLC |
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