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 | Nuveen Wisconsin Municipal Bond Fund · FWIAX, FWIRX, FWCCX diff. adviser | 23% | 1.15% | Nuveen Fund Advisors, LLC |
| 2 | Allspring Pennsylvania Tax-Free Fund · EKVAX, EKVCX, EKVYX cheaper | 7% | 0.49% | Allspring Funds Management, LLC |
| 3 | Allspring Managed Account CoreBuilder Shares Series M · WFCMX cheaper | 3% | 0.00% | Allspring Funds Management, LLC |
| 4 | Allspring Minnesota Tax-Free Fund · WMTCX, NMTFX, NWMIX, WMTIX | 3% | 0.52% | Allspring Funds Management, LLC |
| 5 | Allspring Intermediate Tax/AMT-Free Fund · WFTAX, WFTFX, WITIX, WFITX, WFRTX cheaper | 2% | 0.30% | Allspring Funds Management, LLC |
| 6 | Franklin Dynamic Municipal Bond ETF · FLMI cheaper diff. adviser | 2% | 0.30% | Franklin Advisers, Inc. |
| 7 | PGIM Municipal Income Opportunities ETF · PMIO cheaper diff. adviser | 2% | 0.25% | PGIM INVESTMENTS LLC |
| 8 | Franklin Minnesota Municipal Income ETF cheaper | 2% | 0.35% | — |
| 9 | Nuveen Kansas Municipal Bond Fund · FKSTX, FRKSX, FAFOX diff. adviser | 2% | 0.66% | Nuveen Fund Advisors, LLC |
| 10 | Franklin Massachusetts Municipal Income ETF cheaper | 2% | 0.35% | — |
| 11 | BNY Mellon Municipal Opportunities ETF | 2% | 0.54% | — |
| 12 | BNY Mellon Municipal Opportunities Fund · MOTMX, MOTIX diff. adviser | 2% | 0.72% | BNY Mellon Investment Adviser, Inc. |
| 13 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX cheaper diff. adviser | 2% | 0.48% | New York Life Investment Management LLC |
| 14 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX cheaper diff. adviser | 2% | 0.51% | AllianceBernstein L.P. |
| 15 | USGI NEAR-TERM TAX FREE FUND · NEARX cheaper diff. adviser | 1% | 0.45% | U.S. Global Investors, Inc. |
| 16 | WisdomTree Core Laddered Municipal Fund · WTMU cheaper diff. adviser | 1% | 0.25% | WisdomTree Asset Management, Inc. |
| 17 | Thornburg Municipal Managed Account Fund · THMMX cheaper diff. adviser | 1% | 0.00% | Thornburg Investment Management, Inc. |
| 18 | AB Virginia Portfolio · AVAAX, AVABX, AVACX, AVAYX diff. adviser | 1% | 0.55% | AllianceBernstein L.P. |
| 19 | NYLI MacKay DefinedTerm Muni Opportunities Fund | 1% | — | — |
| 20 | Goldman Sachs Dynamic New York Municipal Income ETF · GMNY cheaper diff. adviser | 1% | 0.30% | Goldman Sachs Asset Management, L.P. |
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