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 | PIMCO Municipal Bond Fund · PFMIX, PMLAX, PMLCX, PMUPX, PMUNX | 18% | 0.44% | Pacific Investment Management Company LLC |
| 2 | PIMCO New York Municipal Income Fund II | 17% | — | — |
| 3 | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · MUNI cheaper | 13% | 0.35% | Pacific Investment Management Company LLC |
| 4 | PIMCO National Intermediate Municipal Bond Fund · PMNTX, PMNNX, PMNIX, PMNPX | 13% | 0.45% | Pacific Investment Management Company LLC |
| 5 | PIMCO Municipal Income Opportunities Active Exchange-Traded Fund · MINO cheaper | 13% | 0.39% | Pacific Investment Management Company LLC |
| 6 | Fixed Income SHares: Series TE · FXIEX cheaper | 13% | 0.00% | Pacific Investment Management Company LLC |
| 7 | PIMCO Flexible Municipal Income Fund | 13% | — | — |
| 8 | PIMCO Short Duration Municipal Income Fund · PSDIX, PSDAX, PSDCX, PSDPX, PSDUX, PCCMX cheaper | 12% | 0.33% | Pacific Investment Management Company LLC |
| 9 | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund · SMMU cheaper | 11% | 0.35% | Pacific Investment Management Company LLC |
| 10 | PIMCO California Municipal Bond Fund · PCTIX, PCTPX, PCTTX, PCTGX | 11% | 0.44% | Pacific Investment Management Company LLC |
| 11 | PIMCO High Yield Municipal Bond Fund · PYMAX, PHMIX, PYMCX, PYMPX, PYMNX | 10% | 0.55% | Pacific Investment Management Company LLC |
| 12 | Franklin New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX diff. adviser | 10% | 0.49% | Franklin Advisers, Inc. |
| 13 | Invesco New York AMT-Free Municipal Bond ETF · PZT cheaper diff. adviser | 10% | 0.28% | Invesco Capital Management LLC |
| 14 | PIMCO California Intermediate Municipal Bond Fund · PCIMX, PCMBX, PCIPX, PCFCX | 10% | 0.44% | Pacific Investment Management Company LLC |
| 15 | Invesco Rochester New York Municipals Fund · IORUX, RMUYX, RMUCX, RMUNX diff. adviser | 10% | 0.90% | Invesco Advisers, Inc. |
| 16 | T. Rowe Price New York Tax-Free Bond Fund · PRNYX, TRYIX cheaper diff. adviser | 9% | 0.43% | T. Rowe Price Associates, Inc. |
| 17 | Franklin New York Municipal Income ETF cheaper diff. adviser | 9% | 0.36% | Franklin Advisers, Inc. |
| 18 | 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 |
| 19 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX diff. adviser | 9% | 0.48% | New York Life Investment Management LLC |
| 20 | PIMCO California Short Duration Municipal Income Fund · PCDIX, PCDAX, PCDPX cheaper | 9% | 0.33% | Pacific Investment Management Company LLC |
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