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 | VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND · VCAIX, VCADX | 27% | 0.09% | The Vanguard Group, Inc. |
| 2 | Invesco California AMT-Free Municipal Bond ETF · PWZ diff. adviser | 19% | 0.28% | Invesco Capital Management LLC |
| 3 | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · VTEC cheaper | 14% | 0.06% | The Vanguard Group, Inc. |
| 4 | Tax-Exempt Fund of California · TAFTX, TECCX, TECFX, TEFEX, EXCAX, TTCAX diff. adviser | 12% | 0.29% | Capital Research and Management Company |
| 5 | PGIM California Muni Income Fund · PBCAX, PCICX, PCIZX, PCIQX diff. adviser | 12% | 0.38% | PGIM INVESTMENTS LLC |
| 6 | California Intermediate-Term Tax-Free Bond Fund · BCITX, BCTIX, BCIAX, BCIYX, ACYTX diff. adviser | 11% | 0.24% | American Century Investment Management, Inc. |
| 7 | AB California Portfolio · ALCAX, ACACX, ALCVX diff. adviser | 11% | 0.50% | AllianceBernstein L.P. |
| 8 | California High-Yield Municipal Fund · BCHYX, CAYAX, CAYCX, BCHIX, ACYHX diff. adviser | 10% | 0.27% | American Century Investment Management, Inc. |
| 9 | Lord Abbett California Tax-Free Income Fund · LCFIX, CALAX, LCFFX, CAILX, LCFOX diff. adviser | 10% | 0.57% | Lord, Abbett & Co. LLC |
| 10 | AB California Intermediate Municipal ETF · CAM diff. adviser | 9% | 0.27% | AllianceBernstein L.P. |
| 11 | Franklin California Tax-Free Income Fund · FKTFX, FRCTX, FCAVX, FKTQX, FTFQX diff. adviser | 9% | 0.47% | Franklin Advisers, Inc. |
| 12 | Xtrackers California Municipal Bond ETF · CA cheaper diff. adviser | 9% | 0.07% | DBX Advisors LLC |
| 13 | iShares California Muni Bond ETF · CMF cheaper diff. adviser | 9% | 0.08% | BlackRock Fund Advisors |
| 14 | T. Rowe Price California Tax-Free Bond Fund · PRXCX, TCFEX diff. adviser | 9% | 0.43% | T. Rowe Price Associates, Inc. |
| 15 | Fidelity California Municipal Income Fund · FCTFX, FCMAX, FCMKX, FCMTX, FCMQX, FIJBX diff. adviser | 8% | 0.40% | Fidelity Management & Research Company LLC |
| 16 | Schwab California Tax-Free Bond Fund · SWCAX diff. adviser | 8% | 0.38% | Charles Schwab Investment Management, Inc. |
| 17 | Capital Group California Core Municipal Fund · CCCMX diff. adviser | 8% | 0.27% | Capital Research and Management Company |
| 18 | Invesco California Municipal Fund · OPCAX, OCAYX, OCACX, IORCX diff. adviser | 8% | 0.80% | Invesco Advisers, Inc. |
| 19 | MFS California Municipal Bond Fund · MCFTX, MBCAX, MCCAX, MCAVX, MPOAX diff. adviser | 8% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | California Municipal Portfolio · AICAX, ACMCX, SNCAX, AICYX diff. adviser | 8% | 0.50% | AllianceBernstein L.P. |
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