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COTAX vs FRCOX

Shared holdings
5
COTAX covered by FRCOX
3.53%
FRCOX covered by COTAX
3.53%

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.

COTAX (Jan. 31, 2026)

SecurityWeight
Public Authority for Colorado Energy, Series 2008, RB3.42%
City & County of Denver, Series A2.61%
COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 5.000000002.57%
Midcities Metropolitan District No. 22.45%
City of Fort Collins2.38%
DENVER CO SCH 1 5.5% 12/1/472.06%
Boulder Larimer & Weld Counties St Vrain Valley School District Re1J, Series C1.91%
Eagle County Housing & Development Authority1.88%
STC Metropolitan District No. 2, Series A-11.71%
Colorado Higher Education, Series A1.61%
E-470 Public Highway Authority, Series A1.55%
Territory of Guam, Series G1.55%
City of Boulder1.50%
State of Colorado, Series B1.42%
COLORADO SPRINGS-REV1.41%
Southglenn Metropolitan District, Series 20161.40%
Adams 12 Five Star Schools, Adams County, Colorado, General Obligation Bonds, Series 20251.40%
ADAMS COUNTY SCHOOL DISTRICT NO 14 ST AID WITHHLDG 5.5% 12-01-351.39%
ADAMS COUNTY SCHOOL DISTRICT NO 14 ST AID WITHHLDG 5.0% 12-01-341.37%
DENVER CO ARPT 5.75% 11/15/20401.31%
Town of Frederick1.30%
COLORADO ST HLTH FACS AUTH REV COSMED 11/35 FIXED 5.251.27%
UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-391.25%
Metropolitan State University of Denver, Series A1.25%
University of Colorado, Series C-21.20%
DREY-GVT CSH-I1.20%
Baseline Metropolitan District No. 1, Series A1.18%
Colorado Housing and Finance Authority, Series C-11.18%
Town of Castle Rock1.17%
Eagle County, CO Air Terminal Corporation Rev. (Airport Terminal) B, AMT1.16%
Colorado Bridge & Tunnel Enterprise, Series A1.13%
COLORADO ST HLTH FACS AUTH REV REGD N/C B/E 5.000000001.08%
COLORADO SPRINGS CO UTILITIES REVENUE1.08%
Colorado Bridge & Tunnel Enterprise, Series A1.08%
Fort Collins-Loveland Water District1.08%
COLORADO SPRINGS CO UTILITIES REVENUE1.07%
COLORADO ST HSG & FIN AUTH REGD B/E GNMA/FN 6.250000001.06%
Denver City & County School District No. 1, Series 2021, GO Bonds1.06%
Regional Transportation District1.06%
Adams County School District No. 11.05%
Gunnison County Housing Authority1.03%
MET ST UNIV OF DENVER CO INSTNL ENTERPRISE REVENUE1.03%
Colorado Housing and Finance Authority, Series H, Class I1.03%
Black Belt Energy Gas District, Series F1.01%
Black Belt Energy Gas District, Series F1.01%
Main Street Energy, Inc., Series D1.01%
PK CREEK MET DIST-REF1.00%
TX TMGUTL 01/01/20541.00%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.99%
Colorado Health Facilities Authority, Series A0.99%

FRCOX (Feb. 28, 2026)

SecurityWeight
City of Fort Collins, Series 2018 A2.85%
Public Authority for Colorado Energy, Series 2008, RB2.50%
COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 2.650000002.12%
REGL TRANSPRTN DIST CO SALES TAX REVENUE2.06%
Denver Convention Center Hotel Authority, Series 20162.00%
Denver Health & Hospital Authority, Series A1.88%
CO ST HLTH FACS AUTH1.81%
Colorado Health Facilities Authority, Series 2019 A1.66%
UNIVERSITY OF COLORADO HEALTH OBLIGATED GROUP 4.0% 09-01-501.38%
Parker Water & Sanitation District, Series 20181.36%
Public Finance Authority, Series 2025 A-21.27%
REGL TRANSPRTN DIST CO SALES T REGIONAL TRANSPORTATION DISTRICT SALES TAX REVENUE1.23%
COLORADO ST BRD OF GOVERNORS U REGD N/C B/E ST HGR 5.000000001.20%
South Timnath Metropolitan District No. 2, Series 20161.16%
DENVER CO SCH 1 5.50% 12/1/20491.13%
COLO SPGS UTIL 5.25% 11/15/20501.10%
COLO SPGS UTIL 5.25% 11/15/20541.09%
COLORADO ST HLTH FACS1.08%
COLORADO ST EDUCTNL & CULTURAL FACS AUTH REVENUE1.08%
Denver Health & Hospital Authority, Series 20181.07%
Colorado Health Facilities Authority, Series 2016 A1.06%
Colorado Educational & Cultural Facilities Authority, Series 2021 A1.05%
Denver (City & County of), CO, Series 2022 D, Ref. RB1.04%
Denver (City & County of), CO, Series 2018 A, Ref. RB1.04%
DENVER WTR-A-GREEN1.03%
Denver City & County School District No. 1, Series 20171.03%
Board of Governors of Colorado State University System, Series A1.02%
DENVER COLO CT 5% 8/1/20481.02%
COVENANT LIVING COMMUNITIES AND SERVICES OBLIGATED GROUP 5.0% 12-01-481.02%
State of Colorado, Series 2020 R1.01%
COVENANT LIVING COMMUNITIES AND SERVICES OBLIGATED GROUP 4.0% 12-01-500.99%
CO ST BOARD GOV 4% 3/1/20470.96%
DENVER CO ARPT 5% 11/15/37@0.96%
Denver (City & County of), CO, Series 2018 B, Ref. RB0.92%
Thompson Crossing Metropolitan District No. 2, Series 2016 B0.92%
COLORADO ST BRD OF GOVERNORS UNIV ENTERPRISE SYS REVENUE0.92%
Capital Trust Authority, Series 20240.86%
COLORADO ST HLTH FACS AUTH REVENUE0.85%
Colorado (State of) Educational & Cultural Facilities Authority (University of Denver), Series 2017 A, RB0.81%
Broomfield Village Metropolitan District No. 2, Series 2021 A-10.81%
University of Colorado, Series 2025A0.80%
CO AUCDEV 0 12/01/20550.78%
Capital Trust Agency, Inc., Series 2021 A-10.77%
COLORADO ST HLTH FACS AUTH REV REGD B/E 5.500000000.76%
Colorado Health Facilities Authority, Series 2019 A0.76%
COLORADO BRIDGE & TUNNEL ENTER REGD B/E AG 5.250000000.76%
State of Colorado, Series 2020 A0.75%
DENVER COLO CITY & CNTY MULTIFAMILY HSG REV BDS 5%, DUE 11/1/20520.74%
COLORADO ST HLTH FACS AUTH REVENUE0.73%
FIDDLERS CO BUSINESS IMPT DIST0.73%

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