Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

ADZIX vs UTACX

Shared holdings
1
ADZIX covered by UTACX
3.09%
UTACX covered by ADZIX
3.09%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 2 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ADZIX (July 31, 2025)

SecurityWeight
Dreyfus Instl Resv PFD GOVT INSTL60.00%
DREY-GVT CSH-I40.00%

UTACX (Jan. 31, 2026)

SecurityWeight
DREY-GVT CSH-I3.09%
UTAH ST CHRT SCH FIN AUTH CHRT SCH REVENUE1.92%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 6.250000001.92%
Utah Charter School Finance Authority, Series A1.66%
County of Weber1.65%
UT HSG MF 3% MT1.27%
City of Austin TX Airport System Revenue1.24%
WA ST HSG FIN COMM-11.24%
Utah Transit Authority1.14%
SOUTH DAKOTA ST HSG DEV AUTH REGD B/E GNMA/FN 6.250000001.14%
SALT LAKE CITY UT ARPT REVENUE1.13%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 6.500000001.12%
Hillsborough County Aviation Authority, Series B1.09%
PORT SEATTLE 5.5% 8/1/47@1.07%
WOLF CREEK INFRASTRUCTURE FING REGD B/E 5.750000001.04%
IPA PWR 5% 7/1/20421.03%
SALT LAKE CITY UT ARPT REVENUE REGD B/E AMT 5.000000001.03%
MIDA Golf and Equestrian Center Public Infrastructure District, Utah, Limited Tax and Tax Allocation Revenue Bonds, Series 20211.03%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 4.450000001.02%
Utah State University, Series B1.02%
TN TNSUTL 5 12/01/20350.98%
TX HOUAPT 5.5 07/01/20430.97%
UT INTPWR 5 07/01/20430.96%
City of West Valley City UT Sales Tax Revenue0.95%
Utah Board of Higher Education0.91%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 6.750000000.91%
NH NFADEV 11/20/20420.89%
UT CNTY UT HOSP 0% 5/15/20430.89%
TN SHEMED 5 06/01/20350.86%
SLT LAKE U 5.25% 7/1/2038 @0.84%
IPA PWR 5.25% 7/1/20450.83%
TN TNSUTL 5 11/01/20340.83%
TX TXSUTL 01/01/20550.82%
TN ENERGY ACQ CORP-A0.82%
Verk Industrial Regional Public Infrastructure District, Utah, Tax Differential Revenue Bonds, Series 20250.80%
DOWNTWN PUB INFRA-B0.78%
Utah Charter School Finance Authority, Series A0.77%
HOUSTON TX ARPT SYS REVENUE REGD B/E AMT 5.250000000.77%
City of Herriman City, Series B0.77%
UT BLDFAC 5.62 12/01/20530.76%
Utah Charter School Finance Authority0.76%
RESTRUCTURED-SER A-20.76%
SALT LAKE CITY UT SCH DIST REGD OID B/E SCH BD 3.000000000.75%
WASHINGTON ST HSG FIN COMMISSI WASHSG 07/35 FIXED 50.74%
WY CAMUTL 3.62 07/15/20390.74%
City of Park City0.73%
Utah Charter School Finance Authority0.71%
Utah Infrastructure Agency0.70%
DFW ARPT 5.25% 11/1/2041 @0.70%
Logan City School District0.70%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.