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 Oregon Municipal Income Fund · ETORX, ECORX, EIORX cheaper diff. adviser | 7% | 0.52% | Boston Management and Research |
| 2 | NYLI MacKay Oregon Muni Fund · ORTCX, ORTYX, ORTFX, ORTBX cheaper diff. adviser | 6% | 0.54% | New York Life Investment Management LLC |
| 3 | Columbia Oregon Intermediate Municipal Bond Fund · COEAX, CMBFX, CODRX, CORYX, CMBCX cheaper diff. adviser | 4% | 0.51% | Columbia Management Investment Advisers, LLC |
| 4 | Western Asset Oregon Municipals Fund · SHORX, SORLX, LMOOX, SOISX cheaper diff. adviser | 4% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Franklin Oregon Tax-Free Income Fund · FRORX, FORIX, FOFZX, FOFRX, FOFQX cheaper diff. adviser | 3% | 0.53% | Franklin Advisers, Inc. |
| 6 | DFA Oregon Municipal Bond Portfolio · DOGMX cheaper diff. adviser | 3% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 7 | Western Asset SMASh Series TF Fund · LSMSX cheaper diff. adviser | 2% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Western Asset Municipal High Income Fund Inc. | 2% | — | — |
| 9 | Nomura Tax-Free USA Intermediate Fund · DMUSX, DUICX, DUSIX cheaper diff. adviser | 2% | 0.50% | Macquarie Investment Management Business Trust |
| 10 | Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund · LAEMX cheaper diff. adviser | 2% | 0.01% | Lord, Abbett & Co. LLC |
| 11 | Goldman Sachs Dynamic California Municipal Income ETF · GCAL cheaper diff. adviser | 1% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 12 | Goldman Sachs Dynamic New York Municipal Income ETF · GMNY cheaper diff. adviser | 1% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 13 | X-Square Municipal Income ETF diff. adviser | 1% | 0.92% | X-Square Capital LLC |
| 14 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 1% | 0.49% | Delaware Management Company |
| 15 | Western Asset Intermediate Muni Fund Inc. | 1% | — | — |
| 16 | Western Asset Managed Municipals Fund Inc. | 1% | — | — |
| 17 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX cheaper diff. adviser | 1% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX cheaper diff. adviser | 1% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | Nuveen Select Tax-Free Income Portfolio | 1% | — | — |
| 20 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX cheaper diff. adviser | 1% | 0.35% | J.P. Morgan Investment Management, Inc. |
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