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 diff. adviser | 3% | 0.54% | New York Life Investment Management LLC |
| 2 | Nuveen Oregon Intermediate Municipal Bond Fund · FOTAX, FORCX, NAFOX diff. adviser | 3% | 0.63% | Nuveen Fund Advisors, LLC |
| 3 | Columbia Oregon Intermediate Municipal Bond Fund · COEAX, CMBFX, CODRX, CORYX, CMBCX diff. adviser | 2% | 0.51% | Columbia Management Investment Advisers, LLC |
| 4 | Eaton Vance Oregon Municipal Income Fund · ETORX, ECORX, EIORX diff. adviser | 2% | 0.52% | Boston Management and Research |
| 5 | DFA Municipal Bond Portfolio cheaper | 2% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
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