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 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX | 37% | 0.67% | Boston Management and Research |
| 2 | Eaton Vance New York Municipal Bond Fund | 8% | — | — |
| 3 | Western Asset New York Municipals Fund · SBNYX, SBYLX, SNPYX, SNIPX diff. adviser | 7% | 0.61% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | First Trust New York Municipal High Income ETF · FMNY diff. adviser | 6% | 0.65% | First Trust Advisors L.P. |
| 5 | BNY Mellon New York AMT-Free Municipal Bond Fund · PSNYX, PNYCX, DNYIX, DNYYX, DNYAX cheaper diff. adviser | 5% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 6 | BlackRock New York Municipal Opportunities Fund diff. adviser | 5% | 0.65% | BlackRock Advisors, LLC |
| 7 | Nuveen New York Municipal Bond Fund · NNYAX, NTNYX, NAJPX diff. adviser | 5% | 0.57% | Nuveen Fund Advisors, LLC |
| 8 | BlackRock MuniHoldings New York Quality Fund, Inc. | 4% | — | — |
| 9 | BlackRock MuniYield New York Quality Fund, Inc. | 4% | — | — |
| 10 | Eaton Vance Municipal Opportunities Fund · EMOAX, EMOCX, EMOIX diff. adviser | 4% | 0.67% | Eaton Vance Management |
| 11 | Western Asset Managed Municipals Fund Inc. | 4% | — | — |
| 12 | Columbia Strategic New York Municipal Income Fund · COLNX, CNYCX, CNYZX, CNYRX, CNTYX cheaper diff. adviser | 4% | 0.44% | Columbia Management Investment Advisers, LLC |
| 13 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX cheaper diff. adviser | 4% | 0.51% | AllianceBernstein L.P. |
| 14 | Invesco New York AMT-Free Municipal Bond ETF · PZT cheaper diff. adviser | 4% | 0.28% | Invesco Capital Management LLC |
| 15 | Xtrackers Municipal Infrastructure Revenue Bond ETF · RVNU cheaper diff. adviser | 4% | 0.15% | DBX Advisors LLC |
| 16 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 4% | 0.58% | Lord, Abbett & Co. LLC |
| 17 | MFS New York Municipal Bond Fund · MSNYX, MBNYX, MCNYX, MNYLX, MPNYX cheaper diff. adviser | 3% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | American Funds Tax-Exempt Fund of New York · NYAAX, NYACX, NYAEX, NYAFX, TFNYX, TATEX cheaper diff. adviser | 3% | 0.30% | Capital Research and Management Company |
| 19 | Eaton Vance National Limited Maturity Municipal Income Fund · EXNAX, EZNAX, EINAX | 3% | 0.55% | Boston Management and Research |
| 20 | BlackRock New York Municipal Income Trust | 3% | — | — |
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