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 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper diff. adviser | 8% | 0.18% | Boston Management and Research |
| 2 | Nuveen High Yield Municipal Income ETF · NHYM cheaper diff. adviser | 8% | 0.35% | Nuveen Fund Advisors, LLC |
| 3 | Opportunistic Municipal Fund · PMOAX, POMFX diff. adviser | 7% | 0.80% | Principal Global Investors, LLC |
| 4 | THRIVENT HIGH INCOME MUNICIPAL BOND FUND · THMBX diff. adviser | 7% | 0.59% | Thrivent Asset Management, LLC |
| 5 | Transamerica High Yield Muni · THAYX, THCYX, THYIX, THYTX diff. adviser | 7% | 0.71% | Transamerica Asset Management, Inc. |
| 6 | High Yield Municipal Bond Fund · JHTFX, JCTFX, JHYMX, JCTRX diff. adviser | 6% | 0.63% | John Hancock Investment Management LLC |
| 7 | First Trust Municipal High Income ETF · FMHI diff. adviser | 6% | 0.70% | First Trust Advisors L.P. |
| 8 | Lord Abbett High Income Municipal Bond Fund · HYMAX, HYMCX, HYMFX, HYMIX, HYMOX diff. adviser | 6% | 0.59% | Lord, Abbett & Co. LLC |
| 9 | Allspring Managed Account CoreBuilder Shares Series M · WFCMX cheaper | 6% | 0.00% | Allspring Funds Management, LLC |
| 10 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 11 | TAX-ADVANTAGED INCOME FUND · SEATX, STAYX diff. adviser | 6% | 0.83% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX cheaper | 5% | 0.42% | Allspring Funds Management, LLC |
| 13 | High-Yield Municipal Fund · ABHYX, AYMAX, AYMCX, AYMIX, AYMYX cheaper diff. adviser | 5% | 0.37% | American Century Investment Management, Inc. |
| 14 | Nomura National High-Yield Municipal Bond Fund · CXHYX, DVHCX, DVHIX diff. adviser | 5% | 0.60% | Macquarie Investment Management Business Trust |
| 15 | BATS: High Income Municipal Series · BATEX cheaper diff. adviser | 5% | 0.06% | BlackRock Advisors, LLC |
| 16 | Nuveen Municipal Income Fund, Inc. | 5% | — | — |
| 17 | BlackRock MuniAssets Fund, Inc. | 5% | — | — |
| 18 | Nuveen Municipal Credit Opportunities Fund | 5% | — | — |
| 19 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 5% | 0.49% | Delaware Management Company |
| 20 | Bridge Builder Municipal High-Income Bond Fund · BBMHX cheaper diff. adviser | 5% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
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