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 | 20% | 0.00% | Allspring Funds Management, LLC |
| 2 | Six Circles Tax Aware Bond Fund cheaper diff. adviser | 17% | 0.13% | J.P. Morgan Private Investments Inc. |
| 3 | Aspiriant Risk-Managed Municipal Bond Fund · RMMBX diff. adviser | 15% | 0.43% | Aspiriant, LLC |
| 4 | Morningstar Municipal Bond Fund · MSTPX diff. adviser | 12% | 0.58% | Morningstar Investment Management LLC |
| 5 | Allspring Intermediate Tax/AMT-Free Fund · WFTAX, WFTFX, WITIX, WFITX, WFRTX cheaper | 11% | 0.30% | Allspring Funds Management, LLC |
| 6 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX | 10% | 0.42% | Allspring Funds Management, LLC |
| 7 | AB Municipal Income Shares · MISHX cheaper diff. adviser | 9% | 0.15% | AllianceBernstein L.P. |
| 8 | VANGUARD HIGH-YIELD TAX-EXEMPT FUND · VWAHX, VWALX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 9 | Bridge Builder Municipal Bond Fund · BBMUX cheaper diff. adviser | 7% | 0.12% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | VanEck High Yield Muni ETF · HYD cheaper diff. adviser | 6% | 0.32% | Van Eck Associates Corporation |
| 11 | Invesco National AMT-Free Municipal Bond ETF · PZA cheaper diff. adviser | 6% | 0.28% | Invesco Capital Management LLC |
| 12 | Tax Exempt Bond Fund of America · AFTEX, TEBCX, AFTFX, TEAFX, TFEBX, TLLLX cheaper diff. adviser | 6% | 0.27% | Capital Research and Management Company |
| 13 | AB National Portfolio · ALTHX, ALTBX, ALNCX, ALTVX diff. adviser | 6% | 0.50% | AllianceBernstein L.P. |
| 14 | Goldman Sachs Dynamic Municipal Income Fund · GSMTX, GSMEX, GSMIX, GSMUX, GUIRX, GYISX, GAJPX diff. adviser | 6% | 0.38% | Goldman Sachs Asset Management, L.P. |
| 15 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 6% | 0.19% | Strategic Advisers LLC |
| 16 | Fidelity SAI Enhanced Municipal Income Fund · FENCX cheaper diff. adviser | 6% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 6% | 0.27% | Capital Research and Management Company |
| 18 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 19 | VANGUARD LONG-TERM TAX-EXEMPT FUND · VWLTX, VWLUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 20 | AB Tax-Aware Fixed Income Opportunities Portfolio · ATTYX, ATTAX, ATCCX diff. adviser | 6% | 0.71% | AllianceBernstein L.P. |
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