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 | Allspring Managed Account CoreBuilder Shares Series M · WFCMX cheaper | 12% | 0.00% | Allspring Funds Management, LLC |
| 2 | Allspring Municipal Bond Fund · WMFAX, WMFCX, WMFDX, WMBIX, WMBRX | 11% | 0.37% | Allspring Funds Management, LLC |
| 3 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX | 9% | 0.42% | Allspring Funds Management, LLC |
| 4 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 6% | 0.15% | AllianceBernstein L.P. |
| 5 | Morningstar Municipal Bond Fund · MSTPX diff. adviser | 6% | 0.58% | Morningstar Investment Management LLC |
| 6 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 6% | 0.13% | J.P. Morgan Private Investments Inc. |
| 7 | VanEck Short High Yield Muni ETF · SHYD diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 8 | Thornburg Intermediate Municipal Fund · THIMX, THMCX, THMIX, THMQX diff. adviser | 6% | 0.48% | Thornburg Investment Management, Inc. |
| 9 | Aspiriant Risk-Managed Municipal Bond Fund · RMMBX diff. adviser | 5% | 0.43% | Aspiriant, LLC |
| 10 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX diff. adviser | 5% | 0.40% | AllianceBernstein L.P. |
| 11 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 5% | 0.50% | AllianceBernstein L.P. |
| 12 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 4% | 0.71% | AllianceBernstein L.P. |
| 13 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX diff. adviser | 4% | 0.31% | Fidelity Management & Research Company LLC |
| 14 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 4% | 0.27% | AllianceBernstein L.P. |
| 15 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 4% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 4% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | Intermediate-Term Tax-Free Bond Fund · TWTIX, AXBIX, TWWOX, TWTCX, ATBYX cheaper diff. adviser | 4% | 0.23% | American Century Investment Management, Inc. |
| 18 | Hartford Municipal Opportunities ETF · HMOP cheaper diff. adviser | 4% | 0.29% | Hartford Funds Management Company, LLC |
| 19 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 4% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX diff. adviser | 4% | 0.35% | Hartford Funds Management Company, LLC |
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