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 | Western Asset Intermediate Maturity New York Municipals Fund · IMNYX, SINLX, LMIIX, SNYSX cheaper | 14% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset SMASh Series TF Fund · LSMSX cheaper | 11% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Western Asset Municipal High Income Fund Inc. | 11% | — | — |
| 4 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX cheaper | 11% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX diff. adviser | 10% | 0.67% | Boston Management and Research |
| 6 | Western Asset Managed Municipals Fund Inc. | 10% | — | — |
| 7 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX cheaper | 9% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Eaton Vance New York Municipal Bond Fund | 8% | — | — |
| 9 | Eaton Vance New York Municipal Opportunities Fund · EXNYX, EZNYX, ENYIX cheaper diff. adviser | 7% | 0.55% | Boston Management and Research |
| 10 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX cheaper diff. adviser | 7% | 0.58% | Lord, Abbett & Co. LLC |
| 11 | Franklin New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX cheaper diff. adviser | 7% | 0.49% | Franklin Advisers, Inc. |
| 12 | Nomura Tax-Free New York Fund · FTNYX, DVFNX, DTNIX cheaper diff. adviser | 7% | 0.55% | Macquarie Investment Management Business Trust |
| 13 | Invesco Trust for Investment Grade New York Municipals | 6% | — | — |
| 14 | Nuveen New York AMT-Free Quality Municipal Income Fund | 6% | — | — |
| 15 | Rockefeller New York Municipal Bond ETF · RMNY cheaper diff. adviser | 6% | 0.55% | Tidal Investments LLC |
| 16 | Columbia Strategic New York Municipal Income Fund · COLNX, CNYCX, CNYZX, CNYRX, CNTYX cheaper diff. adviser | 6% | 0.44% | Columbia Management Investment Advisers, LLC |
| 17 | Invesco Rochester New York Municipals Fund · IORUX, RMUYX, RMUCX, RMUNX diff. adviser | 6% | 0.90% | Invesco Advisers, Inc. |
| 18 | PIMCO New York Municipal Income Fund II | 6% | — | — |
| 19 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX cheaper | 6% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Western Asset Intermediate Muni Fund Inc. | 5% | — | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.