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 | Nuveen New York Quality Municipal Income Fund | 39% | — | — |
| 2 | Nuveen New York Municipal Value Fund | 39% | — | — |
| 3 | Nuveen New York Select Tax-Free Income Portfolio | 31% | — | — |
| 4 | Nuveen New York AMT-Free Quality Municipal Income Fund | 30% | — | — |
| 5 | BlackRock MuniHoldings New York Quality Fund, Inc. | 18% | — | — |
| 6 | BlackRock MuniYield New York Quality Fund, Inc. | 18% | — | — |
| 7 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 17% | 0.58% | Lord, Abbett & Co. LLC |
| 8 | BlackRock New York Municipal Income Trust | 17% | — | — |
| 9 | Franklin New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX cheaper diff. adviser | 13% | 0.49% | Franklin Advisers, Inc. |
| 10 | Invesco New York AMT-Free Municipal Bond ETF · PZT cheaper diff. adviser | 12% | 0.28% | Invesco Capital Management LLC |
| 11 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX diff. adviser | 11% | 0.67% | Boston Management and Research |
| 12 | Invesco Rochester New York Municipals Fund · IORUX, RMUYX, RMUCX, RMUNX diff. adviser | 11% | 0.90% | Invesco Advisers, Inc. |
| 13 | Franklin New York Municipal Income ETF cheaper diff. adviser | 11% | 0.36% | Franklin Advisers, Inc. |
| 14 | MFS New York Municipal Bond Fund · MSNYX, MBNYX, MCNYX, MNYLX, MPNYX cheaper diff. adviser | 10% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Putnam New York Tax Exempt Income Fund · PTEIX, PEIBX cheaper diff. adviser | 10% | 0.53% | Franklin Advisers, Inc. |
| 16 | Nuveen Municipal Credit Income Fund | 10% | — | — |
| 17 | Invesco Rochester AMT-Free New York Municipal Fund · OPNYX, ONYCX, IORNX, ONYYX diff. adviser | 10% | 0.91% | Invesco Advisers, Inc. |
| 18 | Nomura Tax-Free New York Fund · FTNYX, DVFNX, DTNIX cheaper diff. adviser | 10% | 0.55% | Macquarie Investment Management Business Trust |
| 19 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX cheaper diff. adviser | 10% | 0.48% | New York Life Investment Management LLC |
| 20 | PIMCO New York Municipal Income Fund II | 10% | — | — |
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