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 | Franklin Oregon Tax-Free Income Fund · FRORX, FORIX, FOFZX, FOFRX, FOFQX diff. adviser | 7% | 0.53% | Franklin Advisers, Inc. |
| 2 | Eaton Vance Oregon Municipal Income Fund · ETORX, ECORX, EIORX diff. adviser | 6% | 0.52% | Boston Management and Research |
| 3 | Nuveen Oregon Intermediate Municipal Bond Fund · FOTAX, FORCX, NAFOX diff. adviser | 4% | 0.63% | Nuveen Fund Advisors, LLC |
| 4 | NYLI MacKay Oregon Muni Fund · ORTCX, ORTYX, ORTFX, ORTBX diff. adviser | 4% | 0.54% | New York Life Investment Management LLC |
| 5 | Western Asset Municipal High Income Fund Inc. | 4% | — | — |
| 6 | Western Asset SMASh Series TF Fund · LSMSX cheaper | 3% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX | 3% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX cheaper | 3% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Western Asset Massachusetts Municipals Fund · SLMMX, SMALX, LHMIX, LHISX | 3% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Western Asset Pennsylvania Municipals Fund · SBPAX, SPALX, LPPIX, LPISX | 3% | 0.52% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Western Asset Managed Municipals Fund Inc. | 3% | — | — |
| 12 | Western Asset California Municipals Fund · SCACX, LMCUX, SHRCX, SHRSX | 3% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX cheaper | 3% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | Nomura Tax-Free Oregon Fund · FTOTX, FTORX diff. adviser | 3% | 0.63% | Macquarie Investment Management Business Trust |
| 15 | NYLI MacKay High Yield Muni Bond Fund · MMHVX, MMHAX, MMHDX, MMHIX, MMHEX diff. adviser | 3% | 0.58% | New York Life Investment Management LLC |
| 16 | Nomura National High-Yield Municipal Bond ETF · HTAX cheaper diff. adviser | 2% | 0.49% | Delaware Management Company |
| 17 | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF · HYMB cheaper diff. adviser | 2% | 0.35% | SSGA Funds Management, Inc. |
| 18 | Western Asset New York Municipals Fund · SBNYX, SBYLX, SNPYX, SNIPX | 2% | 0.61% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | NYLI MacKay California Muni Fund · MSCAX, MSCCX, MCOIX, MSCVX, MSODX, MCAMX cheaper diff. adviser | 2% | 0.48% | New York Life Investment Management LLC |
| 20 | Nomura Tax-Free USA Intermediate Fund · DMUSX, DUICX, DUSIX cheaper diff. adviser | 2% | 0.50% | Macquarie Investment Management Business Trust |
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