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 | NYLI MacKay Oregon Muni Fund · ORTCX, ORTYX, ORTFX, ORTBX cheaper | 12% | 0.54% | New York Life Investment Management LLC |
| 2 | NYLI MacKay Colorado Muni Fund · COTYX, COTFX, COTAX, COTCX | 12% | 0.55% | New York Life Investment Management LLC |
| 3 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX cheaper | 7% | 0.45% | New York Life Investment Management LLC |
| 4 | NYLI MacKay Utah Muni Fund · UTACX, UTAYX, UTAHX, UTAVX | 6% | 0.55% | New York Life Investment Management LLC |
| 5 | NYLI MacKay Muni Allocation ETF · MMMA cheaper | 5% | 0.35% | — |
| 6 | Nuveen Arizona Municipal Bond Fund · FAZTX, NMARX, FZCCX diff. adviser | 5% | 0.64% | Nuveen Fund Advisors, LLC |
| 7 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper | 4% | 0.30% | New York Life Investment Management LLC |
| 8 | NYLI MacKay Short Term Muni Fund · MYTBX, MSTAX, MSTIX, MSTEX, MSTUX cheaper | 4% | 0.39% | New York Life Investment Management LLC |
| 9 | NYLI Mackay Muni Short Duration ETF | 4% | — | — |
| 10 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX cheaper | 4% | 0.48% | New York Life Investment Management LLC |
| 11 | NYLI MacKay Muni Income Opportunities Fund | 4% | — | — |
| 12 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 4% | 0.39% | John Hancock Investment Management LLC |
| 13 | NYLI MacKay U.S. Infrastructure Bond Fund · MGVAX, MGVCX, MGOIX, MGVNX, MGVDX cheaper | 4% | 0.51% | New York Life Investment Management LLC |
| 14 | Nuveen Arizona Quality Municipal Income Fund | 4% | — | — |
| 15 | Fidelity Arizona Municipal Income Fund · FSAZX diff. adviser | 4% | 0.55% | Fidelity Management & Research Company LLC |
| 16 | Eaton Vance Municipal Income 2028 Term Trust | 4% | — | — |
| 17 | Eaton Vance Arizona Municipal Income Fund · ETAZX, ECAZX, EIAZX cheaper diff. adviser | 3% | 0.53% | Boston Management and Research |
| 18 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX | 3% | 0.58% | New York Life Investment Management LLC |
| 19 | Invesco Intermediate Municipal ETF cheaper diff. adviser | 3% | 0.35% | Invesco Capital Management LLC |
| 20 | BondBloxx IR+M Tax-Aware Short Duration ETF · TAXX cheaper diff. adviser | 3% | 0.35% | BondBloxx Investment Management Corporation |
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