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 Growth and Tax Strategy Fund · USBLX, UGTCX, UGTIX, UGTAX | 14% | 0.50% | Victory Capital Management Inc. |
| 2 | Victory Tax Exempt Intermediate-Term Fund · USATX, UTEIX, UITIX | 5% | 0.44% | Victory Capital Management Inc. |
| 3 | MFS HIGH YIELD MUNICIPAL TRUST | 5% | — | — |
| 4 | MFS MUNICIPAL INCOME TRUST | 5% | — | — |
| 5 | Franklin Federal Tax-Free Income Fund · FKTIX, FRFTX, FAFTX, FFTQX, FFQAX diff. adviser | 5% | 0.48% | Franklin Advisers, Inc. |
| 6 | MFS HIGH INCOME MUNICIPAL TRUST | 5% | — | — |
| 7 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX diff. adviser | 5% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 5% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | THRIVENT MUNICIPAL BOND FUND · AAMBX, TMBIX diff. adviser | 5% | 0.50% | Thrivent Asset Management, LLC |
| 10 | MFS INVESTMENT GRADE MUNICIPAL TRUST | 5% | — | — |
| 11 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX | 4% | 0.42% | Victory Capital Management Inc. |
| 12 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 4% | 0.32% | Van Eck Associates Corporation |
| 13 | Victory High Income Municipal Bond Fund · RSHMX, RSHCX, RHMYX, RHMMX | 4% | 0.57% | Victory Capital Management Inc. |
| 14 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 4% | 0.35% | SSGA Funds Management, Inc. |
| 15 | Lord Abbett National Tax-Free Income Fund · LANSX, LTNSX, LTNIX, LANFX, LONSX diff. adviser | 4% | 0.56% | Lord, Abbett & Co. LLC |
| 16 | Nuveen AMT-Free Quality Municipal Income Fund | 4% | — | — |
| 17 | Capital Group Municipal High-Income ETF · CGHM cheaper diff. adviser | 3% | 0.34% | Capital Research and Management Company |
| 18 | Victory Tax-Exempt Fund · GUTEX, RETCX, RSTYX | 3% | 0.70% | Victory Capital Management Inc. |
| 19 | Nuveen Municipal Credit Income Fund | 3% | — | — |
| 20 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 3% | 0.09% | The Vanguard Group, Inc. |
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