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 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX diff. adviser | 4% | 0.51% | AllianceBernstein L.P. |
| 2 | Franklin New York Intermediate-Term Tax-Free Income Fund · FKNIX, FKNCX, FNYZX, FKNRX, FKNQX diff. adviser | 3% | 0.56% | Franklin Advisers, Inc. |
| 3 | Columbia Strategic New York Municipal Income Fund · COLNX, CNYCX, CNYZX, CNYRX, CNTYX | 3% | 0.44% | Columbia Management Investment Advisers, LLC |
| 4 | Wilmington New York Municipal Bond Fund · WNYAX, WNYIX diff. adviser | 3% | 0.56% | Wilmington Funds Management Corporation |
| 5 | Western Asset New York Municipals Fund · SBNYX, SBYLX, SNPYX, SNIPX diff. adviser | 2% | 0.61% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Eaton Vance New York Municipal Opportunities Fund · EXNYX, EZNYX, ENYIX diff. adviser | 2% | 0.55% | Boston Management and Research |
| 7 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 2% | 0.65% | DWS Investment Management Americas, Inc. |
| 8 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX diff. adviser | 2% | 0.67% | Boston Management and Research |
| 9 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 2% | 0.58% | Lord, Abbett & Co. LLC |
| 10 | Fidelity New York Municipal Income Fund · FTFMX, FNMAX, FNYCX, FNYPX, FEMIX, FIJAX diff. adviser | 2% | 0.42% | Fidelity Management & Research Company LLC |
| 11 | BlackRock New York Municipal Opportunities Fund diff. adviser | 2% | 0.65% | BlackRock Advisors, LLC |
| 12 | MFS New York Municipal Bond Fund · MSNYX, MBNYX, MCNYX, MNYLX, MPNYX diff. adviser | 2% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | PIMCO New York Municipal Bond Fund · PNYIX, PNYAX, PNYPX, PBFCX, PNYNX diff. adviser | 2% | 0.44% | Pacific Investment Management Company LLC |
| 14 | iShares New York Muni Bond ETF · NYF cheaper diff. adviser | 2% | 0.09% | BlackRock Fund Advisors |
| 15 | JPMorgan New York Tax Free Bond Fund · JNYIX, VANTX, JCNTX, VINRX cheaper diff. adviser | 2% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 16 | AB New York Intermediate Municipal ETF · NYM cheaper diff. adviser | 2% | 0.27% | AllianceBernstein L.P. |
| 17 | Goldman Sachs Dynamic New York Municipal Income ETF · GMNY cheaper diff. adviser | 2% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 18 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX diff. adviser | 2% | 0.48% | New York Life Investment Management LLC |
| 19 | NEW YORK MUNICIPAL BOND FUND · SENYX, SNYYX diff. adviser | 2% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | Columbia Intermediate Duration Municipal Bond Fund · LITAX, LITCX, SETMX, CTMRX, CIMYX, SETDX cheaper | 2% | 0.30% | Columbia Management Investment Advisers, LLC |
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