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 | WisdomTree High Income Laddered Municipal Fund · WTMY | 24% | 0.35% | WisdomTree Asset Management, Inc. |
| 2 | USGI NEAR-TERM TAX FREE FUND · NEARX diff. adviser | 4% | 0.45% | U.S. Global Investors, Inc. |
| 3 | Franklin Dynamic Municipal Bond ETF · FLMI diff. adviser | 3% | 0.30% | Franklin Advisers, Inc. |
| 4 | PACE Municipal Fixed Income Investments · PCMNX, PMUAX, PMUYX, PMUTX diff. adviser | 3% | 0.43% | UBS Asset Management (Americas) LLC |
| 5 | MassMutual Clinton Municipal Fund · MMZWX, MMZVX, MMZUX diff. adviser | 3% | 0.41% | MML Investment Advisers, LLC |
| 6 | MassMutual Clinton Limited Term Municipal Fund · MMZQX, MMJDX, MMZPX diff. adviser | 3% | 0.29% | MML Investment Advisers, LLC |
| 7 | Western Asset SMASh Series TF Fund · LSMSX cheaper diff. adviser | 2% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | T. Rowe Price Intermediate Municipal Income ETF · TAXE cheaper diff. adviser | 2% | 0.24% | T. Rowe Price Associates, Inc. |
| 9 | Allspring Pennsylvania Tax-Free Fund · EKVAX, EKVCX, EKVYX diff. adviser | 2% | 0.49% | Allspring Funds Management, LLC |
| 10 | PGIM Municipal Income Opportunities ETF · PMIO diff. adviser | 2% | 0.25% | PGIM INVESTMENTS LLC |
| 11 | The Intermediate Term Municipal Bond Portfolio · HCIMX diff. adviser | 2% | 0.48% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | Genter Capital Municipal Quality Intermediate ETF · GENM diff. adviser | 2% | 0.39% | OBP Capital LLC |
| 13 | Federated Hermes Municipal Bond Fund, Inc. · LMSFX, LMSCX, LMFFX, LMBIX diff. adviser | 2% | 0.58% | Federated Advisory Services Company, Federated Investment Management Company |
| 14 | Allspring Wisconsin Tax-Free Fund · WWTCX, WWTFX, WWTIX diff. adviser | 1% | 0.52% | Allspring Funds Management, LLC |
| 15 | E*TRADE No Fee Municipal Bond Index Fund · ETMUX cheaper diff. adviser | 1% | 0.00% | Morgan Stanley Investment Management Inc. |
| 16 | Invesco BulletShares 2034 Municipal Bond ETF cheaper diff. adviser | 1% | 0.18% | Invesco Capital Management LLC |
| 17 | MASSACHUSETTS MUNICIPAL BOND FUND · SMAAX, SMSYX diff. adviser | 1% | 0.59% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | Nuveen Strategic Municipal Opportunities Fund · NSAOX, NSCOX, NSIOX diff. adviser | 1% | 0.64% | Nuveen Fund Advisors, LLC |
| 19 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX diff. adviser | 1% | 0.45% | Pacific Investment Management Company LLC |
| 20 | BlackRock National Municipal Fund diff. adviser | 1% | 0.42% | BlackRock Advisors, LLC |
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