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 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 15% | 0.09% | Strategic Advisers LLC |
| 2 | Allspring Ultra Short Municipal ETF · AUSM cheaper | 14% | 0.18% | — |
| 3 | Allspring Short-Term Municipal Bond Fund · WSSCX, WSMAX, WSBIX, WSTMX, WSSRX | 13% | 0.35% | Allspring Funds Management, LLC |
| 4 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 12% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX | 9% | 0.34% | — |
| 6 | Fidelity Conservative Income Municipal Bond Fund · FMNDX, FMNHX, FMNFX, FMNGX diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 7 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX diff. adviser | 8% | 0.20% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | abrdn Ultra Short Municipal Income Fund · ATOAX, ATOIX, ATOBX diff. adviser | 7% | 0.45% | abrdn Inc. |
| 10 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX diff. adviser | 6% | 0.35% | Boston Management and Research |
| 11 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX | 6% | 0.42% | Allspring Funds Management, LLC |
| 12 | Tax-Advantaged Ultra-Short Fixed Income Fund · NTAUX diff. adviser | 6% | 0.26% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 5% | 0.09% | The Vanguard Group, Inc. |
| 14 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 5% | 0.19% | — |
| 15 | Invesco Short Term Municipal Fund diff. adviser | 5% | 0.43% | Invesco Advisers, Inc. |
| 16 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 5% | 0.38% | Franklin Advisers, Inc. |
| 17 | Morningstar Municipal Bond Fund · MSTPX diff. adviser | 5% | 0.58% | Morningstar Investment Management LLC |
| 18 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX diff. adviser | 5% | 0.41% | Lord, Abbett & Co. LLC |
| 19 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 20 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 5% | 0.55% | First Trust Advisors L.P. |
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