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 Muni Short Duration ETF | 15% | — | — |
| 2 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX | 7% | 0.45% | New York Life Investment Management LLC |
| 3 | NYLI MacKay U.S. Infrastructure Bond Fund · MGVAX, MGVCX, MGOIX, MGVNX, MGVDX | 6% | 0.51% | New York Life Investment Management LLC |
| 4 | Eaton Vance Short Duration Municipal Income ETF · EVSM cheaper | 6% | 0.19% | — |
| 5 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper | 5% | 0.30% | New York Life Investment Management LLC |
| 6 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX | 5% | 0.43% | New York Life Investment Management LLC |
| 7 | Goldman Sachs Short Duration Tax-Free Fund · GSDUX, GSFSX, GSDTX, GSTCX, GDIRX, GDUSX, GANPX diff. adviser | 5% | 0.39% | Goldman Sachs Asset Management, L.P. |
| 8 | Fidelity Limited Term Municipal Income Fund · FSTFX, FASHX, FCSHX, FTSHX, FISHX, FIWAX cheaper diff. adviser | 4% | 0.25% | Fidelity Management & Research Company LLC |
| 9 | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. · PRFSX, PATIX, TTSIX cheaper diff. adviser | 4% | 0.24% | T. Rowe Price Associates, Inc. |
| 10 | NYLI MacKay Arizona Muni Fund · AZTAX, AZTCX, AZTYX, AZTFX | 4% | 0.55% | New York Life Investment Management LLC |
| 11 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX diff. adviser | 4% | 0.41% | Russell Investment Management, LLC |
| 12 | NYLI MacKay Muni Allocation ETF · MMMA cheaper | 4% | 0.35% | — |
| 13 | First Trust Short Duration Managed Municipal ETF · FSMB diff. adviser | 4% | 0.55% | First Trust Advisors L.P. |
| 14 | Thornburg Limited Term Municipal Fund · LTMFX, LTMCX, LTMIX, LTMQX diff. adviser | 4% | 0.53% | Thornburg Investment Management, Inc. |
| 15 | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF · VSDM cheaper diff. adviser | 4% | 0.12% | The Vanguard Group, Inc. |
| 16 | American Funds Short-Term Tax-Exempt Bond Fund · ASTEX, FSTTX, ASTFX, SFTEX, TAFSX cheaper diff. adviser | 4% | 0.24% | Capital Research and Management Company |
| 17 | MFS Municipal Limited Maturity Fund · MTLFX, MTLBX, MTLCX, MTLIX, MTLRX cheaper diff. adviser | 4% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
| 19 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 4% | 0.35% | Boston Management and Research |
| 20 | VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT FUND · VWSTX, VWSUX cheaper diff. adviser | 4% | 0.09% | The Vanguard Group, Inc. |
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