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BCHIX vs TACAX

Shared holdings
63
BCHIX covered by TACAX
8.91%
TACAX covered by BCHIX
8.91%

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.

BCHIX (Feb. 28, 2026)

SecurityWeight
California Community Choice Financing Authority, Series F1.36%
California (State of) Infrastructure & Economic Development Bank (Clean Water Revolving Fund) (Green Bonds), Series 2023, RB0.97%
California (State of) Housing Finance Agency, Series 2021-1A, Revenue Ctfs.0.93%
LOMA LINDA UNIVERSITY MEDICAL CENTER OBLIGATED GROUP 5.25% 12-01-560.91%
PALOMAR HLTH-REF0.90%
San Joaquin Hills Transportation Corridor Agency, Orange County, California, Toll Road Revenue Bonds, Refunding Series 1997A0.85%
New Hampshire Business Finance Authority, Series 4, Class A0.82%
SILICON VLY CA TOBACCO SECURIT SILGEN 06/36 ZEROCPNOID 00.77%
CSCDA Community Improvement Authority, Series 2020 A0.69%
CSCDA Community Improvement Authority, Series A-20.67%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2023, RB0.66%
Paradise Unified School District 4.88% 05/01/20540.66%
STHRN CA PUB PWR AUTH0.64%
CALIFORNIA HSG FIN AGY LTD OBLIG MF HSG REVENUE0.64%
CA STWD 5% 12/1/20460.61%
CA PUB FIN AUTH-B10.61%
CALIFORNIA COMMUNITY VAR0.60%
California Community Choice Financing Authority, Series F0.59%
COMMONSPIRIT HEALTH OBLIGATED GROUP 4.0% 04-01-490.54%
CA ST MFA REV 5% 11/1/460.51%
American Century California Municipal Bond ETF0.50%
Palomar Pomerado Health System, California, Revenue Bonds, Refunding Series 20160.50%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.50%
CALIFORNIA ST STWD CMNTYS DEV REGD B/E 5.000000000.47%
Foothill-Eastern Transportation Corridor Agency, Series 2021 A, Ref. RB0.47%
HASTINGS CAMPUS HSG FIN AUTH CA CAMPUS HSG REVENUE0.45%
CALIFORNIA ST STWD CMNTYS DEV AUTH SPL TAX REVENUE0.45%
Peninsula Corridor Joint Powers Board Measure RR Sales Tax, Series 2022A0.45%
LOS ANGELES DEPT-C0.44%
City of San Francisco, Series 2023AB0.44%
CSCDA Community Improvement Authority, California, Essential Housing Revenue Bonds, 1818 Platinum Triangle-Anaheim, Social Bond Series 2021A-20.44%
Alameda Corridor Transportation Authority, Series C0.44%
CA ST UNIV TRUSTEES-A0.42%
CA MUNI FIN AUTH0.41%
HASTINGS CAMPUS HSG FIN AUTH C REGD B/E 5.000000000.41%
Orange County Community Facilities District 5.00% 08/15/20410.40%
ROSEVILLE CA SPL TAX0.40%
CSCDA COMMUNITY IMPROVEMENT AUTHORITY ESCONDIDO PORTFOLIO 4.0% 12-01-590.40%
CALIFORNIA STWD CMNTYS DEV AUTH REVENUE0.40%
TRANSBAY JT PWRS-A0.40%
BAY AREA TOLL AUTHORITY FRN 04-01-590.39%
CSCDA Community Improvement Authority, Series 2021 A-20.39%
CALIFORNIA COMMUNITY VAR0.37%
STHRN CA PUB PWR AUTH0.37%
CA PUB FIN AUTH-B20.37%
RESTRUCTURED-SER A-20.36%
California Infrastructure & Economic Development Bank 5.00% 11/01/20310.35%
City of Rialto CA 5.25% 09/01/20600.35%
CALIFORNIA ST MUNI FIN AUTH REVENUE0.35%
HUMANGOOD CALIFORNIA OBLIGATED GROUP 4.0% 10-01-490.34%

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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