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ALCVX vs LCFIX

Shared holdings
45
ALCVX covered by LCFIX
12.17%
LCFIX covered by ALCVX
12.17%

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.

ALCVX (Feb. 28, 2026)

SecurityWeight
State of California 5.25% 09/01/20531.61%
San Diego County Regional Airport Authority, Senior Private Activity, Series 2023B1.60%
CALIFORNIA STWD CMNTYS DEV AUTH REVENUE1.54%
CALIFORNIA ST INFRASTRUCTURE & ECON DEV BANK REVENUE1.52%
DESERTXPRESS ENTERPRISES LLC (MPT) 3.5% 01-01-651.40%
Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Refunding Subordinate Green Series 2025A1.36%
Bay Area Toll Authority1.09%
CALIFORNIA COMMUNITY VAR1.02%
California Community Choice Financing Authority, Series 2023 E-11.01%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2025 A, RB0.98%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.94%
M-S-R Energy Authority, Series 2009 B, RB0.93%
CALIFORNIA ST MUNI FIN AUTH REVENUE0.91%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio0.89%
SAN FRANCISCO CITY & COUNTY AIRPORT COMM-SAN FRANCISCO INTERNATIONAL AIRPORT0.85%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.83%
CALIFORNIA COMMUNITY VAR0.82%
Alameda Corridor Transportation Authority, Series 2022A0.81%
NRTHRN CA ENRGY0.80%
San Diego County Regional Airport Authority, Series 2025 B0.79%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.78%
Santa Barbara Secondary High School District, Series 2011A0.77%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.76%
CALIFORNIA ST INFRASTRUCTURE & ECON DEV BANK REVENUE0.76%
GOLDEN ST CONNECT0.75%
YUCAIPA VLY WTR DIST FING AUTH REVENUE0.74%
GOLDEN ST TOBACCO SECURITIZATI REGD B/E 5.000000000.74%
LOS ANGELES DEPT-B0.72%
BURBANK GLENDALE PASADENA CA ARPT AUTH ARPT REVENUE0.71%
STHRN CA PUB PWR AUTH0.71%
LOS ANGELES DEPT WTR0.70%
California Community Choice Financing Authority, Series C0.69%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023, RB0.68%
CA PCFA WTR FUR 5% 11/21/20450.68%
CA PCFA WTR FUR 5% 7/1/20390.67%
CA ST0.66%
LOS ANGELES DEPT-D0.64%
CA STWD CMNTYS-C0.64%
UNITED AIRLINES INC 4.0% 07-15-290.61%
Los Angeles County, California, Tax and Revenue Anticipation Notes, Series 2025-260.56%
BAKERSFIELD CA CITY SCH DIST0.55%
California (State of) Housing Finance Agency, Series 2019 A-2, RB0.54%
STHRN CA PUBLIC PWR AUTH NATURAL GAS PROJ REVENUE0.53%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.52%
California (State of) Housing Finance Agency, Series 2021-1A, Revenue Ctfs.0.52%
CALIFORNIA ST INFRASTRUCTURE & REGD B/E 3.250000000.51%
Long Beach (City of), CA Bond Finance Authority, Series 2007 A, RB0.48%
California (State of) Housing Finance Agency (Social Certificates), Series 2021-2A, Revenue Ctfs.0.47%
California (State of) County Tobacco Securitization Agency (Los Angeles County Securitization Corp.), Series 2020 A, Ref. RB0.47%
WI PUBTRN 6.5 06/30/20600.46%

LCFIX (March 31, 2026)

SecurityWeight
CA ST UNIV TRUSTEES-A1.21%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB1.13%
California (State of) Housing Finance Agency (Social Certificates), Series 2021 A, RB1.11%
San Diego County Regional Airport Authority, Series 2025B1.00%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.90%
KAISER FOUNDATION HOSPITALS 5.0% 11-01-470.88%
State of California0.87%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.86%
CALIFORNIA COMMUNITY VAR0.86%
California Community Choice Financing Authority, Series A0.85%
Long Beach Unified School District0.85%
CENTRL VLY CA ENERGY AUTH COMM REGD V/R B/E 5.000000000.84%
San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025D0.82%
Norman Y Mineta San Jose International Airport SJC, Series 2017 A0.81%
Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Refunding Subordinate Green Series 2025A0.78%
Bay Area Toll Authority, Series 2023 A, VRD Ref. RB0.77%
TOBACCO SECURITIZATION AUTH ST TOBGEN 06/48 FIXED 50.77%
Alameda Corridor Transportation Authority, Series 2022C0.76%
Tender Option Bond Trust Receipts/Certificates0.76%
Fresno, California, Airport Revenue Bonds, Series 2023A0.74%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2025 A, RB0.74%
San Diego Community College District, Series A-10.73%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.73%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB0.72%
Los Angeles Department of Water & Power Water System, Series 2025C0.72%
CALIFORNIA COMMUNITY VAR0.71%
San Diego County Regional Airport Authority, Senior Private Activity, Series 2025B0.71%
California Community Choice Financing Authority, Series B0.68%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.66%
State of California0.65%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.64%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.63%
LOS ANGELES DEPT-B0.63%
BURBANK GLENDALE PASADENA CA ARPT AUTH ARPT REVENUE0.63%
CA CCEDEV 5 03/01/20360.63%
CHANNELSIDE WATER RESOURCES LP 5.0% 11-21-450.62%
California Enterprise Development Authority, Series A0.61%
SAN JOAQUIN TRANS-A0.61%
San Diego Public Facilities Financing Authority0.61%
CALIFORNIA ST SCH FIN AUTH COL REGD B/E 5.000000000.61%
CA ST UNIV-A-REF0.60%
LOS ANGELES INTL ARPT0.60%
San Francisco City & County Airport Comm-San Francisco International Airport, Series 2022 A0.60%
RESTRUCTURED-SER A-2-0.59%
State of California 5.00% 03/01/20550.59%
California (State of) Health Facilities Financing Authority (Children's Hospital of Orange), Series 2024, RB0.58%
Alvord Unified School District, Series 2023 A, GO Bonds0.58%
CALIFORNIA ST MUNI FIN AUTH REVENUE0.58%
LAX INTEGRATED EXPRESS SOLUTIONS LLC 4.0% 12-31-470.58%
CALIFORNIA STWD CMNTYS DEV AUTH REVENUE0.56%

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