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 | JPMorgan High Yield Municipal ETF · JMHI | 16% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Tax Free Bond Fund · JTFCX, PRBIX, PMBAX, RUNFX | 15% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Tax Aware Real Return Fund · TXRIX, TXRAX, TXRCX, TXRRX | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Municipal ETF · JMUB cheaper | 15% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan National Municipal Income Fund · JITIX, JITAX, JITCX, JITZX cheaper | 14% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Sustainable Municipal Income ETF · JMSI cheaper | 13% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan California Tax Free Bond Fund · JPICX, JCBAX, JCBCX, JCBSX | 13% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX diff. adviser | 8% | 0.48% | New York Life Investment Management LLC |
| 9 | JPMorgan Ultra-Short Municipal Fund · USMSX, USMTX cheaper | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 10 | Invesco New York AMT-Free Municipal Bond ETF · PZT cheaper diff. adviser | 7% | 0.28% | Invesco Capital Management LLC |
| 11 | JPMorgan Ultra-Short Municipal Income ETF · JMST cheaper | 7% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 12 | JPMorgan Short-Intermediate Municipal Bond Fund · OSTAX, STMCX, JIMIX, OSTSX cheaper | 6% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 13 | Invesco Rochester New York Municipals Fund · IORUX, RMUYX, RMUCX, RMUNX diff. adviser | 6% | 0.90% | Invesco Advisers, Inc. |
| 14 | Nuveen New York AMT-Free Quality Municipal Income Fund | 6% | — | — |
| 15 | Nuveen New York Municipal Bond Fund · NNYAX, NTNYX, NAJPX diff. adviser | 5% | 0.57% | Nuveen Fund Advisors, LLC |
| 16 | BNY Mellon New York AMT-Free Municipal Bond Fund · PSNYX, PNYCX, DNYIX, DNYYX, DNYAX diff. adviser | 5% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 17 | BlackRock MuniHoldings New York Quality Fund, Inc. | 5% | — | — |
| 18 | BlackRock New York Municipal Income Trust | 5% | — | — |
| 19 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 5% | 0.58% | Lord, Abbett & Co. LLC |
| 20 | BlackRock MuniYield New York Quality Fund, Inc. | 5% | — | — |
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