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 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX diff. adviser | 10% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | Fidelity Massachusetts Municipal Income Fund · FDMMX diff. adviser | 10% | 0.44% | Fidelity Management & Research Company LLC |
| 3 | Franklin Massachusetts Municipal Income ETF | 9% | 0.35% | — |
| 4 | Putnam Massachusetts Tax Exempt Income Fund · PXMAX, PMABX diff. adviser | 9% | 0.54% | Franklin Advisers, Inc. |
| 5 | AB Massachusetts Portfolio · AMAAX, AMABX, AMACX, AMAYX diff. adviser | 8% | 0.52% | AllianceBernstein L.P. |
| 6 | Eaton Vance Massachusetts Municipal Income Fund · ETMAX, EIMAX, ECMMX diff. adviser | 8% | 0.62% | Boston Management and Research |
| 7 | Nuveen Massachusetts Quality Municipal Income Fund | 8% | — | — |
| 8 | Franklin Massachusetts Tax-Free Income Fund · FMISX, FMAIX, FMAHX, FKTMX, FMAQX diff. adviser | 8% | 0.62% | Franklin Advisers, Inc. |
| 9 | DWS Massachusetts Tax-Free Fund · SQMAX, SQMCX, SCMAX, DMAIX diff. adviser | 6% | 0.62% | DWS Investment Management Americas, Inc. |
| 10 | Nuveen Massachusetts Municipal Bond Fund · NMAAX, NBMAX, NAAGX diff. adviser | 5% | 0.60% | Nuveen Fund Advisors, LLC |
| 11 | BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents diff. adviser | 5% | 0.35% | BondBloxx Investment Management Corporation |
| 12 | BNY Mellon Massachusetts Intermediate Municipal Bond Fund · MMBMX, MMBIX diff. adviser | 3% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 13 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX | 3% | 0.09% | The Vanguard Group, Inc. |
| 14 | Columbia Massachusetts Intermediate Municipal Bond Fund · LMIAX, SEMAX, CMMYX diff. adviser | 2% | 0.47% | Columbia Management Investment Advisers, LLC |
| 15 | Invesco National AMT-Free Municipal Bond ETF · PZA diff. adviser | 2% | 0.28% | Invesco Capital Management LLC |
| 16 | VANGUARD CORE TAX-EXEMPT BOND ETF · VCRM | 2% | 0.12% | The Vanguard Group, Inc. |
| 17 | BNY Mellon Municipal Opportunities Fund · MOTMX, MOTIX diff. adviser | 2% | 0.72% | BNY Mellon Investment Adviser, Inc. |
| 18 | Eaton Vance Municipal Income Trust | 2% | — | — |
| 19 | Invesco Floating Rate Municipal Income ETF · PVI diff. adviser | 2% | 0.25% | Invesco Capital Management LLC |
| 20 | VanEck Long Muni ETF · MLN diff. adviser | 2% | 0.24% | Van Eck Associates Corporation |
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