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 Intermediate-Term Fund · USATX, UTEIX, UITIX | 6% | 0.44% | Victory Capital Management Inc. |
| 2 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX cheaper diff. adviser | 6% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 3 | Victory Growth and Tax Strategy Fund · USBLX, UGTCX, UGTIX, UGTAX | 6% | 0.50% | Victory Capital Management Inc. |
| 4 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 6% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX cheaper diff. adviser | 6% | 0.41% | Lord, Abbett & Co. LLC |
| 6 | Franklin Short-Term Municipal Income ETF cheaper diff. adviser | 5% | 0.21% | Franklin Advisers, Inc. |
| 7 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 8 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX cheaper diff. adviser | 5% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX diff. adviser | 5% | 0.42% | Allspring Funds Management, LLC |
| 10 | VanEck Short High Yield Muni ETF · SHYD cheaper diff. adviser | 5% | 0.32% | Van Eck Associates Corporation |
| 11 | PGIM Short Duration Muni Fund · PDSAX, PDSCX, PDSZX, PDSQX cheaper diff. adviser | 5% | 0.29% | PGIM INVESTMENTS LLC |
| 12 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
| 13 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX cheaper diff. adviser | 5% | 0.35% | Allspring Funds Management, LLC |
| 14 | PGIM National Muni Fund · DNMZX, PRNMX, PNMCX, PNMQX cheaper diff. adviser | 5% | 0.29% | PGIM INVESTMENTS LLC |
| 15 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 5% | 0.53% | Thornburg Investment Management, Inc. |
| 16 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 5% | 0.12% | The Vanguard Group, Inc. |
| 17 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX diff. adviser | 4% | 0.45% | New York Life Investment Management LLC |
| 18 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper diff. adviser | 4% | 0.30% | New York Life Investment Management LLC |
| 19 | Putnam Short-Term Municipal Income Fund cheaper diff. adviser | 4% | 0.33% | Franklin Advisers, Inc. |
| 20 | Columbia Short Duration Municipal Bond Fund · NSMMX, NSMIX, CNNRX, CSMYX, NSMDX cheaper diff. adviser | 4% | 0.33% | Columbia Management Investment Advisers, LLC |
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