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 | Fidelity Ohio Municipal Income Fund · FOHFX diff. adviser | 10% | 0.46% | Fidelity Management & Research Company LLC |
| 2 | Franklin Ohio Tax-Free Income Fund · FTOIX, FOITX, FROZX, FKTOX, FOHQX diff. adviser | 9% | 0.53% | Franklin Advisers, Inc. |
| 3 | Eaton Vance Ohio Municipal Income Fund · ETOHX, ECOHX, EIOHX diff. adviser | 8% | 0.69% | Boston Management and Research |
| 4 | Nuveen Ohio Municipal Bond Fund · FOHTX, NXOHX, FAFMX diff. adviser | 6% | 0.58% | Nuveen Fund Advisors, LLC |
| 5 | Federated Hermes Ohio Municipal Income Fund · OMIFX, OMIAX, OMIIX | 5% | 0.52% | — |
| 6 | JOHNSON MUNICIPAL INCOME FUND · JMUNX diff. adviser | 4% | 0.30% | Johnson Investment Counsel, Inc. |
| 7 | Putnam Ohio Tax Exempt Income Fund · PXOHX, POXBX diff. adviser | 3% | 0.61% | Franklin Advisers, Inc. |
| 8 | Franklin Ohio Municipal Income ETF | 3% | 0.35% | — |
| 9 | Invesco Trust for Investment Grade Municipals | 2% | — | — |
| 10 | Invesco Advantage Municipal Income Trust II | 2% | — | — |
| 11 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX | 2% | 0.09% | The Vanguard Group, Inc. |
| 12 | Invesco Municipal Trust | 2% | — | — |
| 13 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX | 2% | 0.09% | The Vanguard Group, Inc. |
| 14 | BNY Mellon Opportunistic Municipal Securities Fund · PTEBX, DMBCX, DMBZX, DMBYX, DMBVX diff. adviser | 2% | 0.49% | BNY Mellon Investment Adviser, Inc. |
| 15 | Invesco Municipal Opportunity Trust | 2% | — | — |
| 16 | MFS Municipal Income Fund · MFIAX, MMIBX, MMICX, MMIDX, MMIGX, MIMIX, MPMNX diff. adviser | 2% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Bridge Builder Municipal High-Income Bond Fund · BBMHX diff. adviser | 2% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 18 | Tax-Exempt High Yield Bond Fund · RTHAX, RTHCX, RTHSX, RHYTX diff. adviser | 2% | 0.54% | Russell Investment Management, LLC |
| 19 | VANGUARD CORE TAX-EXEMPT BOND ETF · VCRM | 2% | 0.12% | The Vanguard Group, Inc. |
| 20 | Invesco Quality Municipal Income Trust | 2% | — | — |
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