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 | AB New York Intermediate Municipal ETF · NYM cheaper | 91% | 0.27% | AllianceBernstein L.P. |
| 2 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX | 13% | 0.51% | AllianceBernstein L.P. |
| 3 | Diversified Municipal Portfolio · AIDAX, AIDBX, AIMCX, SNDPX, AIDYX, AIDZX cheaper | 6% | 0.40% | AllianceBernstein L.P. |
| 4 | Franklin New York Intermediate-Term Tax-Free Income Fund · FKNIX, FKNCX, FNYZX, FKNRX, FKNQX diff. adviser | 5% | 0.56% | Franklin Advisers, Inc. |
| 5 | Tax-Aware Overlay B Portfolio · SBTOX, SBTTX | 5% | 0.77% | AllianceBernstein L.P. |
| 6 | AB Municipal Bond Inflation Strategy · AUNAX, AUNCX, AUNYX, AUNOX, AUNTX | 5% | 0.50% | AllianceBernstein L.P. |
| 7 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX cheaper diff. adviser | 4% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | DFA NY MUNICIPAL BOND PORTFOLIO cheaper diff. adviser | 4% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 9 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 4% | 0.58% | Lord, Abbett & Co. LLC |
| 10 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX cheaper diff. adviser | 4% | 0.48% | New York Life Investment Management LLC |
| 11 | VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND · VNYTX, VNYUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 12 | T. Rowe Price New York Tax-Free Bond Fund · PRNYX, TRYIX cheaper diff. adviser | 3% | 0.43% | T. Rowe Price Associates, Inc. |
| 13 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX diff. adviser | 3% | 0.67% | Boston Management and Research |
| 14 | NEW YORK MUNICIPAL BOND FUND · SENYX, SNYYX diff. adviser | 3% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | BNY Mellon New York Intermediate Tax-Exempt Bond Fund · MNYMX, MNYIX | 3% | 0.59% | — |
| 16 | Nomura Tax-Free New York Fund · FTNYX, DVFNX, DTNIX diff. adviser | 3% | 0.55% | Macquarie Investment Management Business Trust |
| 17 | BNY Mellon New York AMT-Free Municipal Bond Fund · PSNYX, PNYCX, DNYIX, DNYYX, DNYAX diff. adviser | 3% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 18 | Putnam New York Tax Exempt Income Fund · PTEIX, PEIBX diff. adviser | 3% | 0.53% | Franklin Advisers, Inc. |
| 19 | Franklin New York Municipal Income ETF cheaper diff. adviser | 3% | 0.36% | Franklin Advisers, Inc. |
| 20 | PIMCO New York Municipal Bond Fund · PNYIX, PNYAX, PNYPX, PBFCX, PNYNX cheaper diff. adviser | 3% | 0.44% | Pacific Investment Management Company LLC |
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