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 | NYLI MacKay Colorado Muni Fund · COTYX, COTFX, COTAX, COTCX diff. adviser | 6% | 0.55% | New York Life Investment Management LLC |
| 2 | Franklin Colorado Tax-Free Income Fund · FRCOX, FCOIX, FCOZX, FKTLX, FCOQX diff. adviser | 4% | 0.56% | Franklin Advisers, Inc. |
| 3 | Knights of Columbus Limited Duration Bond Fund · KCLIX, KCLSX, KCLVX diff. adviser | 4% | 0.50% | Knights of Columbus Asset Advisors LLC |
| 4 | SIMT Tax-Free Conservative Income Fund · TFCAX, TFCYX cheaper | 3% | 0.34% | — |
| 5 | SBH MUNICIPAL OPPORTUNITIES · WTTAX, WITAX | 3% | 0.50% | SEGALL BRYANT AND HAMILL LLC |
| 6 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 3% | 0.12% | Global X Management Company LLC |
| 7 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 3% | 0.07% | The Vanguard Group, Inc. |
| 8 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 3% | 0.07% | BlackRock Fund Advisors |
| 9 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 3% | 0.03% | BondBloxx Investment Management Corporation |
| 10 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 3% | 0.08% | Invesco Capital Management LLC |
| 11 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 3% | 0.06% | DBX Advisors LLC |
| 12 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 3% | 0.15% | BlackRock Fund Advisors |
| 13 | Hartford Schroders Core Fixed Income Fund · SCBRX, HSSFX, SCBIX, HSAEX, HSSBX, HSACX, HSADX cheaper diff. adviser | 2% | 0.36% | Hartford Funds Management Company, LLC |
| 14 | Empower U.S. Government Securities Fund · MXGMX, MXDQX cheaper diff. adviser | 2% | 0.24% | Empower Capital Management, LLC |
| 15 | BATS: Short Term Municipal Income Series cheaper diff. adviser | 2% | 0.17% | BlackRock Advisors, LLC |
| 16 | Nomura Tax-Free Colorado Fund · VCTFX, DVCTX, DCOIX diff. adviser | 2% | 0.57% | Macquarie Investment Management Business Trust |
| 17 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 2% | 0.27% | AllianceBernstein L.P. |
| 18 | The Short Term Government Fund · CFSTX diff. adviser | 2% | 0.68% | Commerce Investment Advisors, Inc. |
| 19 | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF · XTWO cheaper diff. adviser | 2% | 0.05% | BondBloxx Investment Management Corporation |
| 20 | iShares Intermediate Muni Income Active ETF cheaper diff. adviser | 2% | 0.30% | BlackRock Fund Advisors |
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