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 Colorado Muni Fund · COTYX, COTFX, COTAX, COTCX | 13% | 0.55% | New York Life Investment Management LLC |
| 2 | NYLI MacKay Arizona Muni Fund · AZTAX, AZTCX, AZTYX, AZTFX | 12% | 0.55% | New York Life Investment Management LLC |
| 3 | NYLI MacKay Strategic Muni Allocation Fund · MTFHX, MTFEX, MTFDX, MTFGX, MTFFX, MTFMX, MTFZX cheaper | 9% | 0.45% | New York Life Investment Management LLC |
| 4 | Eaton Vance Oregon Municipal Income Fund · ETORX, ECORX, EIORX cheaper diff. adviser | 7% | 0.52% | Boston Management and Research |
| 5 | Nuveen Oregon Intermediate Municipal Bond Fund · FOTAX, FORCX, NAFOX diff. adviser | 6% | 0.63% | Nuveen Fund Advisors, LLC |
| 6 | NYLI MacKay Utah Muni Fund · UTACX, UTAYX, UTAHX, UTAVX | 6% | 0.55% | New York Life Investment Management LLC |
| 7 | NYLI MacKay Muni Intermediate ETF · MMIT cheaper | 5% | 0.30% | New York Life Investment Management LLC |
| 8 | Nomura Tax-Free Oregon Fund · FTOTX, FTORX diff. adviser | 4% | 0.63% | Macquarie Investment Management Business Trust |
| 9 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX cheaper | 4% | 0.48% | New York Life Investment Management LLC |
| 10 | NYLI MacKay Muni Allocation ETF · MMMA cheaper | 4% | 0.35% | — |
| 11 | NYLI MacKay Tax Free Bond Fund · MTBAX, MKTBX, MTFCX, MKINX, MTBIX, MTBDX, MTSPX cheaper | 4% | 0.43% | New York Life Investment Management LLC |
| 12 | Columbia Oregon Intermediate Municipal Bond Fund · COEAX, CMBFX, CODRX, CORYX, CMBCX cheaper diff. adviser | 4% | 0.51% | Columbia Management Investment Advisers, LLC |
| 13 | Western Asset Oregon Municipals Fund · SHORX, SORLX, LMOOX, SOISX cheaper diff. adviser | 4% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | NYLI MacKay Short Term Muni Fund · MYTBX, MSTAX, MSTIX, MSTEX, MSTUX cheaper | 4% | 0.39% | New York Life Investment Management LLC |
| 15 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX | 4% | 0.58% | New York Life Investment Management LLC |
| 16 | Franklin Federal Intermediate-Term Tax-Free Income Fund · FKITX, FCITX, FITZX, FITQX, FKQTX cheaper diff. adviser | 3% | 0.41% | Franklin Advisers, Inc. |
| 17 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX cheaper diff. adviser | 3% | 0.41% | Russell Investment Management, LLC |
| 18 | Capital Group Municipal Income ETF · CGMU cheaper diff. adviser | 3% | 0.27% | Capital Research and Management Company |
| 19 | John Hancock Dynamic Municipal Bond ETF · JHMU cheaper diff. adviser | 3% | 0.39% | John Hancock Investment Management LLC |
| 20 | T. Rowe Price Intermediate Tax-Free High Yield Fund · PRIHX, TFHAX cheaper diff. adviser | 3% | 0.41% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.