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 | Morningstar Municipal Bond Fund · MSTPX diff. adviser | 13% | 0.58% | Morningstar Investment Management LLC |
| 2 | Allspring Ultra Short-Term Municipal Income Fund · SMAVX, SMAIX, WFUSX, WUSMX, WUSRX, WFUNX cheaper | 13% | 0.20% | Allspring Funds Management, LLC |
| 3 | SHORT DURATION MUNICIPAL FUND · SUMAX, SHYMX diff. adviser | 10% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Strategic Advisers Tax-Sensitive Short Duration Fund · FGNSX cheaper diff. adviser | 9% | 0.09% | Strategic Advisers LLC |
| 5 | Allspring Strategic Municipal Bond Fund · VMPAX, DHICX, VMPYX, STRIX, VMPRX | 8% | 0.42% | Allspring Funds Management, LLC |
| 6 | Federated Hermes Municipal Ultrashort Fund · FMUUX, FMUSX, FMULX cheaper | 7% | 0.34% | — |
| 7 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 7% | 0.25% | Fidelity Management & Research Company LLC |
| 8 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 7% | 0.12% | The Vanguard Group, Inc. |
| 9 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 6% | 0.55% | First Trust Advisors L.P. |
| 10 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 6% | 0.09% | The Vanguard Group, Inc. |
| 11 | Franklin Federal Limited-Term Tax-Free Income Fund · FFTFX, FTFZX, FFTRX, FFLQX diff. adviser | 6% | 0.38% | Franklin Advisers, Inc. |
| 12 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 5% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 13 | Federated Hermes Short-Intermediate Municipal Fund · FSHIX, FSHSX, FMTAX, FMTHX diff. adviser | 5% | 0.40% | Federated Advisory Services Company, Federated Investment Management Company |
| 14 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX diff. adviser | 5% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Eaton Vance Municipal Income 2028 Term Trust | 5% | — | — |
| 16 | Lord Abbett Short Duration Tax Free Fund · LSDAX, LSDCX, LSDFX, LISDX, LSDOX diff. adviser | 5% | 0.41% | Lord, Abbett & Co. LLC |
| 17 | AB Tax-Aware Short Duration Municipal ETF · TAFI cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 18 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 5% | 0.19% | — |
| 19 | Victory Tax Exempt Short-Term Fund · USSTX, UTESX, USTIX diff. adviser | 5% | 0.42% | Victory Capital Management Inc. |
| 20 | Fidelity SAI Conservative Income Municipal Bond Fund · FSMJX cheaper diff. adviser | 5% | 0.20% | Fidelity Management & Research Company LLC |
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