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 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX cheaper diff. adviser | 12% | 0.48% | New York Life Investment Management LLC |
| 2 | Franklin New York Municipal Income ETF cheaper diff. adviser | 11% | 0.36% | Franklin Advisers, Inc. |
| 3 | Nuveen New York Municipal Bond Fund · NNYAX, NTNYX, NAJPX diff. adviser | 10% | 0.57% | Nuveen Fund Advisors, LLC |
| 4 | MFS Mississippi Municipal Bond Fund · MISSX, MBMSX, MMSTX, MPMSX | 10% | 0.60% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 10% | 0.58% | Lord, Abbett & Co. LLC |
| 6 | MFS West Virginia Municipal Bond Fund · MFWVX, MBWVX, MWVIX, MPWVX | 10% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Municipal High Income Fund · MMHYX, MMHBX, MMHCX, MMIIX, MMHKX | 10% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 10% | 0.65% | DWS Investment Management Americas, Inc. |
| 9 | American Funds Tax-Exempt Fund of New York · NYAAX, NYACX, NYAEX, NYAFX, TFNYX, TATEX cheaper diff. adviser | 9% | 0.30% | Capital Research and Management Company |
| 10 | MFS North Carolina Municipal Bond Fund · MSNCX, MBNCX, MCNCX, MNCLX, MPNCX | 9% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Massachusetts Municipal Bond Fund · MFSSX, MBMAX, MTALX, MPMAX cheaper | 9% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | MFS Alabama Municipal Bond Fund · MFALX, MBABX, MLALX, MPOLX | 9% | 0.59% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX cheaper diff. adviser | 9% | 0.51% | AllianceBernstein L.P. |
| 14 | MFS INVESTMENT GRADE MUNICIPAL TRUST | 9% | — | — |
| 15 | Nomura Tax-Free New York Fund · FTNYX, DVFNX, DTNIX diff. adviser | 9% | 0.55% | Macquarie Investment Management Business Trust |
| 16 | MFS Maryland Municipal Bond Fund · MFSMX, MBMDX, MMDIX, MPMDX | 9% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Nuveen New York Select Tax-Free Income Portfolio | 9% | — | — |
| 18 | MFS Virginia Municipal Bond Fund · MSVAX, MBVAX, MVACX, MIVAX, MPVOX cheaper | 9% | 0.50% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | MFS MUNICIPAL INCOME TRUST | 9% | — | — |
| 20 | MFS South Carolina Municipal Bond Fund · MFSCX, MBSCX, MTSCX, MPOCX | 9% | 0.53% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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