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 Oregon Intermediate Municipal Bond Fund · FOTAX, FORCX, NAFOX diff. adviser | 4% | 0.63% | Nuveen Fund Advisors, LLC |
| 2 | NYLI MacKay Oregon Muni Fund · ORTCX, ORTYX, ORTFX, ORTBX diff. adviser | 4% | 0.54% | New York Life Investment Management LLC |
| 3 | DFA Oregon Municipal Bond Portfolio · DOGMX cheaper diff. adviser | 2% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Eaton Vance Oregon Municipal Income Fund · ETORX, ECORX, EIORX diff. adviser | 2% | 0.52% | Boston Management and Research |
| 5 | Franklin Oregon Tax-Free Income Fund · FRORX, FORIX, FOFZX, FOFRX, FOFQX diff. adviser | 2% | 0.53% | Franklin Advisers, Inc. |
| 6 | iShares Short Maturity Municipal Bond Active ETF · MEAR cheaper diff. adviser | 1% | 0.26% | BlackRock Fund Advisors |
| 7 | First Trust Managed Municipal Fund · CWAIX, CWAAX diff. adviser | 1% | 0.65% | First Trust Advisors L.P. |
| 8 | State Street(R) Nuveen Municipal Bond ESG ETF · MBNE cheaper diff. adviser | 1% | 0.43% | SSGA Funds Management, Inc. |
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