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 | DWS New York Tax-Free Income Fund · KNTAX, KNTCX, SNWYX, DNTIX diff. adviser | 4% | 0.65% | DWS Investment Management Americas, Inc. |
| 2 | Franklin New York Intermediate-Term Tax-Free Income Fund · FKNIX, FKNCX, FNYZX, FKNRX, FKNQX diff. adviser | 4% | 0.56% | Franklin Advisers, Inc. |
| 3 | NEW YORK MUNICIPAL BOND FUND · SENYX, SNYYX diff. adviser | 3% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Franklin New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX cheaper diff. adviser | 3% | 0.49% | Franklin Advisers, Inc. |
| 5 | Columbia New York Intermediate Municipal Bond Fund · LNYAX, GNYTX, CNYUX, CNYYX cheaper diff. adviser | 3% | 0.41% | Columbia Management Investment Advisers, LLC |
| 6 | BNY Mellon New York AMT-Free Municipal Bond Fund · PSNYX, PNYCX, DNYIX, DNYYX, DNYAX cheaper diff. adviser | 2% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 7 | Tridan Corp | 2% | — | — |
| 8 | DWS Intermediate Tax-Free Fund · SZMAX, SZMCX, SCMTX, SZMIX cheaper diff. adviser | 2% | 0.48% | DWS Investment Management Americas, Inc. |
| 9 | PIMCO New York Municipal Income Fund II | 2% | — | — |
| 10 | Invesco Rochester Limited Term New York Municipal Fund · LTNYX, LTNCX, IORMX, LTBYX cheaper diff. adviser | 2% | 0.52% | Invesco Advisers, Inc. |
| 11 | Fidelity New York Municipal Income Fund · FTFMX, FNMAX, FNYCX, FNYPX, FEMIX, FIJAX cheaper diff. adviser | 2% | 0.42% | Fidelity Management & Research Company LLC |
| 12 | PIMCO Municipal Income Fund II | 1% | — | — |
| 13 | BlackRock New York Municipal Opportunities Fund diff. adviser | 1% | 0.65% | BlackRock Advisors, LLC |
| 14 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 1% | 0.58% | Lord, Abbett & Co. LLC |
| 15 | BlackRock MuniHoldings New York Quality Fund, Inc. | 1% | — | — |
| 16 | Wilmington Municipal Bond Fund · WTABX, WTAIX cheaper | 1% | 0.49% | Wilmington Funds Management Corporation |
| 17 | Goldman Sachs Dynamic New York Municipal Income ETF · GMNY cheaper diff. adviser | 1% | 0.30% | Goldman Sachs Asset Management, L.P. |
| 18 | First Trust New York Municipal High Income ETF · FMNY diff. adviser | 1% | 0.65% | First Trust Advisors L.P. |
| 19 | Nuveen New York Select Tax-Free Income Portfolio | 1% | — | — |
| 20 | NYLI MacKay Short Term Muni Fund · MYTBX, MSTAX, MSTIX, MSTEX, MSTUX cheaper diff. adviser | 1% | 0.39% | New York Life Investment Management LLC |
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