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 New York Municipals Fund · SBNYX, SBYLX, SNPYX, SNIPX | 14% | 0.61% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Western Asset Intermediate Muni Fund Inc. | 8% | — | — |
| 3 | Western Asset SMASh Series TF Fund · LSMSX cheaper | 7% | 0.07% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Western Asset Intermediate-Term Municipals Fund · SBLTX, SMLLX, SBTYX, SMLSX cheaper | 7% | 0.45% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Western Asset Municipal High Income Fund Inc. | 5% | — | — |
| 6 | BlackRock New York Municipal Opportunities Fund diff. adviser | 5% | 0.65% | BlackRock Advisors, LLC |
| 7 | Nomura Tax-Free New York Fund · FTNYX, DVFNX, DTNIX diff. adviser | 5% | 0.55% | Macquarie Investment Management Business Trust |
| 8 | Western Asset Managed Municipals Fund · SHMMX, SMMCX, SMMYX, SMMOX, SSMMX | 5% | 0.51% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Western Asset Managed Municipals Fund Inc. | 4% | — | — |
| 10 | American Funds Tax-Exempt Fund of New York · NYAAX, NYACX, NYAEX, NYAFX, TFNYX, TATEX cheaper diff. adviser | 4% | 0.30% | Capital Research and Management Company |
| 11 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 4% | 0.58% | Lord, Abbett & Co. LLC |
| 12 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 4% | 0.65% | DWS Investment Management Americas, Inc. |
| 13 | Western Asset Municipal High Income Fund · STXAX, SMHLX, LMHIX | 4% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | BlackRock MuniYield New York Quality Fund, Inc. | 4% | — | — |
| 15 | Eaton Vance New York Municipal Income Fund · ETNYX, ECNYX, EINYX diff. adviser | 3% | 0.67% | Boston Management and Research |
| 16 | BNY Mellon New York AMT-Free Municipal Bond Fund · PSNYX, PNYCX, DNYIX, DNYYX, DNYAX cheaper diff. adviser | 3% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 17 | Eaton Vance New York Municipal Bond Fund | 3% | — | — |
| 18 | BlackRock MuniHoldings New York Quality Fund, Inc. | 3% | — | — |
| 19 | BlackRock New York Municipal Income Trust | 3% | — | — |
| 20 | PIMCO New York Municipal Bond Fund · PNYIX, PNYAX, PNYPX, PBFCX, PNYNX cheaper diff. adviser | 3% | 0.44% | Pacific Investment Management Company LLC |
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