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 | Franklin Oregon Tax-Free Income Fund · FRORX, FORIX, FOFZX, FOFRX, FOFQX diff. adviser | 9% | 0.53% | Franklin Advisers, Inc. |
| 2 | Nuveen Oregon Intermediate Municipal Bond Fund · FOTAX, FORCX, NAFOX diff. adviser | 7% | 0.63% | Nuveen Fund Advisors, LLC |
| 3 | NYLI MacKay Oregon Muni Fund · ORTCX, ORTYX, ORTFX, ORTBX diff. adviser | 7% | 0.54% | New York Life Investment Management LLC |
| 4 | Western Asset Oregon Municipals Fund · SHORX, SORLX, LMOOX, SOISX diff. adviser | 6% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Nomura Tax-Free Oregon Fund · FTOTX, FTORX diff. adviser | 5% | 0.63% | Macquarie Investment Management Business Trust |
| 6 | Eaton Vance National Municipal Income Fund · EANAX, ECHMX, EIHMX cheaper | 4% | 0.44% | Boston Management and Research |
| 7 | Eaton Vance South Carolina Municipal Income Fund · EASCX, ECSCX, EISCX | 3% | 0.54% | Boston Management and Research |
| 8 | Western Asset Municipal High Income Fund Inc. | 3% | — | — |
| 9 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX cheaper diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 10 | Eaton Vance Missouri Municipal Income Fund · ETMOX, ECMOX, EIMOX | 2% | 0.54% | Boston Management and Research |
| 11 | Eaton Vance North Carolina Municipal Income Fund · ETNCX, ECNCX, EINCX cheaper | 2% | 0.51% | Boston Management and Research |
| 12 | Eaton Vance New Jersey Municipal Income Fund · ETNJX, ECNJX, EINJX | 2% | 0.54% | Boston Management and Research |
| 13 | Eaton Vance Georgia Municipal Income Fund · ETGAX, ECGAX, EIGAX | 2% | 0.52% | Boston Management and Research |
| 14 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 2% | 0.49% | Delaware Management Company |
| 15 | Eaton Vance National Municipal Opportunities Trust | 2% | — | — |
| 16 | DFA Oregon Municipal Bond Portfolio · DOGMX cheaper diff. adviser | 2% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Eaton Vance Pennsylvania Municipal Income Fund · ETPAX, ECPAX, EIPAX | 2% | 0.55% | Boston Management and Research |
| 18 | Eaton Vance Municipal Income Trust | 2% | — | — |
| 19 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper | 2% | 0.18% | Boston Management and Research |
| 20 | Eaton Vance Arizona Municipal Income Fund · ETAZX, ECAZX, EIAZX | 2% | 0.53% | Boston Management and Research |
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