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 | 13% | 0.54% | New York Life Investment Management LLC |
| 2 | NYLI MacKay Arizona Muni Fund · AZTAX, AZTCX, AZTYX, AZTFX | 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 | SBH COLORADO TAX FREE FUND · WTCOX, WICOX cheaper diff. adviser | 6% | 0.50% | SEGALL BRYANT AND HAMILL LLC |
| 5 | Nomura Tax-Free Colorado Fund · VCTFX, DVCTX, DCOIX diff. adviser | 5% | 0.57% | Macquarie Investment Management Business Trust |
| 6 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper | 5% | 0.30% | New York Life Investment Management LLC |
| 7 | NYLI MacKay Utah Muni Fund · UTACX, UTAYX, UTAHX, UTAVX | 5% | 0.55% | New York Life Investment Management LLC |
| 8 | NYLI Mackay Muni Short Duration ETF | 4% | — | — |
| 9 | NYLI MacKay Muni Allocation ETF · MMMA cheaper | 4% | 0.35% | — |
| 10 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX | 4% | 0.58% | New York Life Investment Management LLC |
| 11 | Franklin Colorado Tax-Free Income Fund · FRCOX, FCOIX, FCOZX, FKTLX, FCOQX diff. adviser | 4% | 0.56% | Franklin Advisers, Inc. |
| 12 | AMG GW&K Municipal Enhanced Yield Fund · GWMEX, GWMNX, GWMZX diff. adviser | 3% | 0.59% | AMG Funds LLC |
| 13 | NYLI MacKay Muni Income Opportunities Fund | 3% | — | — |
| 14 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 3% | 0.39% | John Hancock Investment Management LLC |
| 15 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX cheaper | 3% | 0.48% | New York Life Investment Management LLC |
| 16 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX diff. adviser | 3% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 3% | 0.27% | Capital Research and Management Company |
| 18 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX cheaper | 3% | 0.43% | New York Life Investment Management LLC |
| 19 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX cheaper | 3% | 0.48% | New York Life Investment Management LLC |
| 20 | Municipal Opportunities Fund · TAMBX, TBMBX, JTBDX, JTMRX cheaper diff. adviser | 3% | 0.52% | John Hancock Investment Management LLC |
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