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 New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX cheaper | 13% | 0.49% | Franklin Advisers, Inc. |
| 2 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 6% | 0.58% | Lord, Abbett & Co. LLC |
| 3 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 6% | 0.65% | DWS Investment Management Americas, Inc. |
| 4 | 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. |
| 5 | New York Municipal Portfolio · ANIAX, ANMCX, SNNYX, ANIYX cheaper diff. adviser | 5% | 0.50% | AllianceBernstein L.P. |
| 6 | AB New York Intermediate Municipal ETF · NYM cheaper diff. adviser | 5% | 0.27% | AllianceBernstein L.P. |
| 7 | Franklin Federal Intermediate-Term Tax-Free Income Fund · FKITX, FCITX, FITZX, FITQX, FKQTX cheaper | 5% | 0.41% | Franklin Advisers, Inc. |
| 8 | BlackRock MuniHoldings New York Quality Fund, Inc. | 5% | — | — |
| 9 | Columbia Strategic New York Municipal Income Fund · COLNX, CNYCX, CNYZX, CNYRX, CNTYX cheaper diff. adviser | 5% | 0.44% | Columbia Management Investment Advisers, LLC |
| 10 | BlackRock New York Municipal Opportunities Fund diff. adviser | 5% | 0.65% | BlackRock Advisors, LLC |
| 11 | American Funds Tax-Exempt Fund of New York · NYAAX, NYACX, NYAEX, NYAFX, TFNYX, TATEX cheaper diff. adviser | 5% | 0.30% | Capital Research and Management Company |
| 12 | Fidelity New York Municipal Income Fund · FTFMX, FNMAX, FNYCX, FNYPX, FEMIX, FIJAX cheaper diff. adviser | 5% | 0.42% | Fidelity Management & Research Company LLC |
| 13 | BlackRock MuniYield New York Quality Fund, Inc. | 5% | — | — |
| 14 | Franklin New York Municipal Income ETF cheaper | 4% | 0.36% | Franklin Advisers, Inc. |
| 15 | First Trust New York Municipal High Income ETF · FMNY diff. adviser | 4% | 0.65% | First Trust Advisors L.P. |
| 16 | Invesco Rochester Limited Term New York Municipal Fund · LTNYX, LTNCX, IORMX, LTBYX cheaper diff. adviser | 4% | 0.52% | Invesco Advisers, Inc. |
| 17 | VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND · VNYTX, VNYUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 18 | BlackRock New York Municipal Income Trust | 4% | — | — |
| 19 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX cheaper diff. adviser | 4% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 20 | Wilmington New York Municipal Bond Fund · WNYAX, WNYIX diff. adviser | 4% | 0.56% | Wilmington Funds Management Corporation |
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