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CAYAX vs LCFIX

Shared holdings
59
CAYAX covered by LCFIX
9.67%
LCFIX covered by CAYAX
9.67%

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.

CAYAX (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%

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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