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BASCX vs BEGIX

Shared holdings
1
BASCX covered by BEGIX
2.43%
BEGIX covered by BASCX
2.43%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BASCX (March 31, 2026)

SecurityWeight
Richland County School District No 2/SC3.97%
SOUTH CAROLINA ST JOB3.83%
Dorchester County School District No 43.74%
South Carolina Public Service Authority3.74%
State of South Carolina3.67%
County of Beaufort SC 5 03/01/20313.48%
City of Charleston SC Waterworks & Sewer System Revenue3.48%
PATRIOTS EN GRP 5.25% MT3.44%
5 03/01/20333.23%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE3.22%
Lexington County School District No 1/SC2.86%
Lugoff-Elgin Water Authority/SC2.65%
Federated Hermes Treasury Oligations Fund2.60%
County of Dorchester SC Waterworks & Sewer System Revenue2.53%
Anderson County School District No 4/SC 5 03/01/20382.52%
City of Florence SC Combined Waterworks & Sewerage System Revenue2.48%
Newberry Investing in Children's Education 5 12/01/20302.46%
Spartanburg County School District No 5/SC2.45%
GREENWOOD CO2.45%
County of Oconee SC2.42%
Spartanburg County School District No 4/SC2.41%
City of Charleston SC Waterworks & Sewer System Revenue2.38%
Clemson University 5 05/01/20472.36%
Columbia (City of), SC, Series 2018, RB2.35%
COLUMBIA SC WTRWKS & SWR SYS2.34%
Aiken County Consolidated School District/SC 5 04/01/20342.31%
Orangeburg County Facilities Corp2.30%
South Carolina Transportation Infrastructure Bank2.30%
Lexington County School District No 22.30%
South Carolina Jobs-Economic Development Authority2.29%
Richland County School District No 2/SC2.28%
Lancaster County School District/SC2.28%
Greenville Health System2.26%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HOSP FACS REVENUE2.08%
South Carolina Jobs-Economic Development Auth2.01%
ROCK HILL SC UTILITY SYS REVENUE1.81%
City of Rock Hill SC Combined Utility System Revenue1.49%
Charleston County Airport District, South Carolina, Airport Revenue Bonds, Series 2024B1.25%

BEGIX (March 31, 2026)

SecurityWeight
WASTE MANAGEMENT INC4.76%
LINDE PLC4.66%
SOUTHERN CO4.31%
MOTOROLA SOLUTIONS INC4.30%
ANALOG DEVICES INC4.29%
SCHWAB CHARLES CORP4.23%
JPMORGAN CHASE and CO4.06%
AMERIPRISE FINANCIAL INC3.85%
FERGUSON ENTERPRISES INC3.79%
EATON CORP PLC3.75%
PEPSICO INC3.70%
MICROSOFT CORP3.61%
AMERICAN EXPRESS CO3.44%
ABBVIE INC3.38%
HONEYWELL INTL INC3.32%
AFLAC INC3.30%
DEERE & CO3.26%
MARSH & MCLENNAN3.25%
AUTOMATIC DATA PROCESSING INC3.04%
ROCKWELL AUTOMATION INC3.00%
DR HORTON INC2.98%
DOMINOS PIZZA INC2.92%
HOME DEPOT INC2.62%
Federated Hermes Treasury Oligations Fund2.43%
COTERRA ENERGY INC2.34%
RAYMOND JAMES FINANCIAL INC.2.23%
METLIFE INC1.86%
ABBOTT LABS1.66%
NASDAQ INC1.57%
GOLDMAN SACHS GROUP INC1.55%
ALTRIA GROUP INC1.15%
ELEVANCE HEALTH INC0.92%
VICI PROPERTIES0.48%

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