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ALCVX vs TACAX

Shared holdings
35
ALCVX covered by TACAX
10.82%
TACAX covered by ALCVX
10.82%

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%

TACAX (Feb. 28, 2026)

SecurityWeight
BURBANK GLENDALE PASADENA CA ARPT AUTH ARPT REVENUE2.51%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2025 A, RB2.21%
Sacramento (County of), CA, Series 2024, RB1.49%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.34%
UNIV OF CALIFORNIA-BV1.32%
California Community Choice Financing Authority, Series F1.32%
CA ST UNIV-A-REF1.18%
JH COLLATERAL1.08%
SAN FRANCISCO CITY & COUNTY PUBLIC UTILITIES COMMISSION 4.0% 11-01-500.98%
LOS ANGELES DEPT-D0.97%
COMMONSPIRIT HEALTH OBLIGATED GROUP 5.25% 12-01-490.95%
GARDEN GROVE PUBLIC FINANCING GARGEN 04/49 FIXED 50.94%
Los Angeles Department of Water & Power Water System, Series 2020B0.92%
SAN JOAQUIN VLY CLEAN ENERGY AUTH CA CLEAN ENERGY REVENUE0.88%
UNITED AIRLINES INC 4.0% 07-15-290.84%
CALIFORNIA ST EDUCTNL0.83%
Los Angeles (City of), CA, Series 2025, RB0.79%
CA CCEDEV 5 03/01/20360.78%
CALIFORNIA ENTERPRISE DEVELOPM CASDEV 06/40 FIXED OID 40.75%
CA ST UNIV-A-REF0.71%
ALVORD USD-B-CABS0.71%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.250000000.68%
California Community Choice Financing Authority, Series F0.59%
Inland Empire Tobacco Securitization Corp., Series 2007C-10.57%
Savanna School District, Series B0.56%
PRS-CALIFORNIA OBLIGATED GROUP 5.0% 04-01-490.56%
CA PCFA WTR FUR 5% 11/21/20450.55%
California Educational Facilities Authority, Revenue Bonds, Master's University, Series 20250.53%
ANAHEIM UNION HIGH SCHOOL DIST ANASCD 08/38 FIXED 30.51%
DESERTXPRESS ENTERPRISES LLC (MPT) 12.0% 01-01-650.50%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.50%
CALIFORNIA ST INFRASTRUCTURE & ECON DEV BANK REVENUE0.50%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.48%
CITY OF GLENDALE CA ELECTRIC R GLEPWR 02/45 FIXED 50.47%
ROCKLIN ACADEMY OBLIGATED GROUP 5.0% 06-01-640.46%
TOBACCO SECURITIZATION AUTH ST TOBGEN 06/48 FIXED 50.45%
CALIFORNIA ST ENTERPRISE DEV AUTH REVENUE0.45%
EISENHOWER MEDICAL CENTER 5.0% 07-01-470.45%
GOLDEN ST TOBACCO SECURITIZATI REGD B/E 5.000000000.44%
TEJON RANCH PUBLIC FACILITIES TEJFAC 09/54 FIXED 50.44%
CALIFORNIA COMMUNITY VAR0.44%
P3 IRVINE SL HOLDINGS LLC OBLIGATED GROUP 6.5% 06-01-540.44%
RESTRUCTURED-SER A10.43%
REDONDO BEACH UNIFIED SCHOOL D RDBSCD 08/50 FIXED 50.43%
PALMDALE WATER DISTRICT PUBLIC PWDWTR 10/49 FIXED OID 40.43%
Chaffey Joint Union High School District (Election of 2012), Series 2023 G, GO Bonds0.42%
W HOLLYWOOD FING AUTH0.41%
LONG BEACH UNIF SD0.40%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.40%
CALIFORNIA COMMUNITY VAR0.40%

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