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 | Putnam New York Tax Exempt Income Fund · PTEIX, PEIBX cheaper diff. adviser | 8% | 0.53% | Franklin Advisers, Inc. |
| 2 | Franklin New York Municipal Income ETF cheaper diff. adviser | 8% | 0.36% | Franklin Advisers, Inc. |
| 3 | MFS New York Municipal Bond Fund · MSNYX, MBNYX, MCNYX, MNYLX, MPNYX cheaper diff. adviser | 7% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | Invesco Rochester New York Municipals Fund · IORUX, RMUYX, RMUCX, RMUNX diff. adviser | 6% | 0.90% | Invesco Advisers, Inc. |
| 5 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 6% | 0.65% | DWS Investment Management Americas, Inc. |
| 6 | Nomura Tax-Free New York Fund · FTNYX, DVFNX, DTNIX cheaper diff. adviser | 6% | 0.55% | Macquarie Investment Management Business Trust |
| 7 | Rockefeller New York Municipal Bond ETF · RMNY cheaper diff. adviser | 5% | 0.55% | Tidal Investments LLC |
| 8 | Invesco Trust for Investment Grade New York Municipals | 5% | — | — |
| 9 | AB New York Portfolio · ALNYX, ALNBX, ANYCX, ALNVX cheaper diff. adviser | 5% | 0.51% | AllianceBernstein L.P. |
| 10 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX cheaper diff. adviser | 5% | 0.58% | Lord, Abbett & Co. LLC |
| 11 | Victory High Income Municipal Bond Fund · RSHMX, RSHCX, RHMYX, RHMMX cheaper | 5% | 0.57% | Victory Capital Management Inc. |
| 12 | Columbia Strategic New York Municipal Income Fund · COLNX, CNYCX, CNYZX, CNYRX, CNTYX cheaper diff. adviser | 5% | 0.44% | Columbia Management Investment Advisers, LLC |
| 13 | Invesco New York AMT-Free Municipal Bond ETF · PZT cheaper diff. adviser | 4% | 0.28% | Invesco Capital Management LLC |
| 14 | Invesco Rochester AMT-Free New York Municipal Fund · OPNYX, ONYCX, IORNX, ONYYX diff. adviser | 4% | 0.91% | Invesco Advisers, Inc. |
| 15 | Nuveen New York AMT-Free Quality Municipal Income Fund | 4% | — | — |
| 16 | Victory AMT-Free Municipal Fund · MNBCX, PBYMX, PBMFX cheaper | 4% | 0.49% | Victory Capital Management Inc. |
| 17 | Nuveen New York Quality Municipal Income Fund | 4% | — | — |
| 18 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX cheaper diff. adviser | 4% | 0.48% | New York Life Investment Management LLC |
| 19 | BlackRock MuniYield New York Quality Fund, Inc. | 4% | — | — |
| 20 | T. Rowe Price New York Tax-Free Bond Fund · PRNYX, TRYIX cheaper diff. adviser | 4% | 0.43% | T. Rowe Price Associates, Inc. |
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