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ABESX vs PTHAX

Shared holdings
8
ABESX covered by PTHAX
2.93%
PTHAX covered by ABESX
2.93%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ABESX (July 31, 2025)

SecurityWeight
Mississippi Business Finance Corp4.51%
NJ TRANSPRTN TRUST-A3.09%
CT HLTH & EDU-F-REF2.96%
HARRIS TX CED(METHODIST HC,TX) 4% 12/1/452.78%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB2.71%
PUBLIC FIN AUTH-A2.61%
Nassau County Local Economic Assistance Corp. (Catholic Health Services of Long Island Obligated Group), Series 2014, RB2.60%
Matagorda County Navigation District No. 1 (Aep Texas Central Co.), Series 2008, Ref. RB2.60%
Metropolitan Nashville Airport Authority/The2.59%
INDIANA ST FIN AUTH STUDENT HSG REVENUE2.58%
NY TRANS CORP(LAGUARDIA GATEW) 5.25% 1/1/50@2.50%
Pennsylvania Turnpike Commission2.42%
South Carolina Jobs-Economic Development Authority2.40%
OTTERBEIN HOMES OBLIGATED GROUP 4.0% 07-01-462.34%
OH BUCGEN 5 06/01/20552.33%
NJ TPK AUTH -B -REV2.22%
Arlington Higher Education Finance Corp2.20%
Southeast Energy Authority, Alabama, A Cooperative District Energy Supply Revenue Bonds Series 2024A2.01%
Build NYC Resource Corp., Series 2023 A1.94%
MET TRANSPRTN AUTH NY REVENUE1.84%
TX PTBTRN 4 01/01/20501.81%
New Hampshire (State of) Business Finance Authority (Social Certificates), Series 2024-1A, RB1.73%
PUBLIC FIN AUTH WI MF HSG REVENUE1.70%
Harris County Health Facilities Development Corp., Sisters of Charity of the Incarnate Word, Series 1997B1.69%
M-S-R Energy Authority, Series A1.53%
LIFESPACE COMMUNITIES INC OBLIGATED GROUP 5.125% 05-15-591.42%
Mobile (County of), AL Industrial Development Authority (AM/NS Calvert LLC), Series 2024, RB1.42%
PUBLIC FIN AUTH WI REVENUE1.40%
Florida Development Finance Corp1.38%
Utah (State of) Charter School Finance Authority (Scholar Academy), Series 2018 A, RB1.35%
UNITED AIRLINES INC 5.25% 07-15-331.35%
FLORIDA ST DEV FIN CORP EDUCTN FLSDEV 12/39 FIXED 51.29%
Harris County Industrial Development Corp., Series 20231.28%
NEWARK HSG AUTH-REF1.27%
STATE OF NEVADA DEPARTMENT OF NBIDEV 01/65 ADJUST OID VAR1.13%
INDIANA ST FIN AUTH STUDENT HS REGD OID B/E 5.000000001.09%
Southeast Energy Authority A Cooperative District1.06%
State of Connecticut, Series 2021B1.05%
MSRPWR 6.125 11/1/20291.01%
FL ST DFC 5% 7/1/2044 @0.99%
MD EDC 5% 6/1/20260.91%
PUBLIC FIN AUTH WI EDU REVENUE0.81%
PUBLIC FIN AUTH WI REVENUE PUBGEN 11/44 FIXED 50.79%
Capital Projects Finance Authority, Series 2023 A-10.74%
MAIN STREET NATURAL GAS INC MAIUTL 05/35 FIXED 50.68%
New Hampshire Health and Education Facilities Authority, Revenue Bonds, Dartmouth-Hitchcock Obligated Group, Series 2018A0.66%
WISCONSIN ST HLTH & EDUCTNL FA REGD B/E 5.000000000.66%
MAIN STR NAT GA 5% 6/1/20260.66%
NH HLTH & EDU FACS-A0.65%
NY ST TRANSPRTN DEV0.63%

PTHAX (July 31, 2025)

SecurityWeight
NYC TRANSITIONAL-A-12.02%
Port of Portland OR Airport Revenue (TOBs)2.00%
OH BUCGEN 5 06/01/20551.20%
Alaska (State of) Industrial Development & Export Authority (Tanana Chiefs Conferene), Series 2019, RB1.16%
New York State Thruway Authority (TOBs)1.12%
CITY OF CHICAGO IL 4.0% 01-01-381.05%
Orange (County of), FL Health Facilities Authority (Orlando Health Obligated Group), Series 2022, RB0.98%
INTERNATIONAL LEADERSHIP OF TEXAS INC 6.125% 08-15-480.92%
Tender Option Bond Trust Receipts/Certificates0.87%
St. Louis (County of), MO Industrial Development Authority (Friendship Village West County), Series 2018 A, RB0.84%
Grays Harbor County Public Hospital District No. 1, Series 20230.82%
MD ECON DEV CORP -A0.80%
RESTRUCTURED-SER A10.80%
ILLINOIS ST FIN AUTH STUDENT HSG & ACADEMIC FAC REVENUE0.77%
RESTRUCTURED-SER A10.76%
WA ST HSG FIN COMMN-10.71%
NY TRANSPRTN DEV CORP0.69%
CHIEDU 5 12/1/20360.69%
Port Authority of New York & New Jersey (TOBs)0.67%
TEXAS TX 6% 8/1/20540.66%
District of Columbia (Green Bonds), Series 2022 A, RB0.64%
NY LIBERTY DEV 3% 9/15/20430.63%
NY TRNSPRTN DEV-AMT0.63%
CSCDA Community Improvement Authority, Series 2021 A0.63%
NY LIBERTY DEV CORP-A0.62%
Lancaster County Hospital Authority/PA0.59%
Maricopa County Industrial Development Authority, Series 20240.59%
Puerto Rico Electric Power Authority, Series TT0.56%
CSCDA Community Improvement Authority, Series A-20.55%
CSCDA Community Improvement Authority, Series A-20.55%
Detroit, Wayne County, Michigan, General Obligation Bonds, Financial Recovery Series 2014B-10.54%
SIGNIA HOTEL MANAGEMENT LLC 5.0% 01-01-540.54%
DENVER CO ARPT 5.75% 11/15/380.53%
OHIO ST HGR EDUCTNL FAC COMMISSION0.53%
NH NFADEV 3.62 08/20/20390.53%
BUCKEYE TOBACCO SETTLEMENT FIN BUCGEN 06/48 FIXED 30.50%
UNITED AIRLINES INC 4.0% 07-01-410.49%
Public Finance Authority0.49%
Ohio Higher Educational Facility Commission, Series 20220.49%
LIFESPACE COMMUNITIES INC OBLIGATED GROUP 5.125% 05-15-590.49%
FLORIDA DEV FIN CORP HLTHCAREF REGD B/E 5.000000000.48%
TX MATPOL 4.4 05/01/20300.48%
WFCS HOLDINGS LLC 5.0% 01-01-550.48%
Camden (County of), NJ Improvement Authority (The) (KIPP Cooper Norcross Academy) (Social Bonds), Series 2022, RB0.47%
City of Sunnyvale, Series 20010.47%
Dallas Area Municipal Authority, Series 20190.47%
FLORIDA ST LOCAL GOVT FIN COMM REGD OID B/E 6.125000000.46%
City of Chicago, Series 2021 A0.45%
Health & Educational Facilities Authority of the State of Missouri, Series 2023 A0.45%
Plaza Metropolitan District No. 1, Series 2013, Ref. RB0.45%

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