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DVFNX vs IORUX

Shared holdings
48
DVFNX covered by IORUX
10.38%
IORUX covered by DVFNX
10.38%

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.

DVFNX (Feb. 27, 2026)

SecurityWeight
NYC WTR 5.25% 6/15/533.79%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000003.45%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000002.07%
NY TRNSPRTN DEV CRP-A1.89%
NYC TRANS FIN AUTH-A11.73%
Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 20181.71%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20221.53%
NYC TRANSIT FIN-F-11.32%
NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REVENUE1.31%
Build NYC Resource Corp., Series 2025, RB1.30%
NEW YORK CITY NY HSG DEV CORP MF HSG REV1.27%
NYC MUNI WTR-AA3-ADJ1.24%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT1.19%
NY MUNI WTR FIN-CC-11.16%
NY DORM-A-CT FACS LEA1.08%
YANKEE STADIUM LLC AG 3.0% 03-01-491.07%
NY TRANS CORP 5.50% 12/31/2054 @1.07%
NEW YORK ST DORM AUTH REVENUES REGD B/E 5.000000001.06%
THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND1.04%
MET TRANSPRTN AUTH NY REVENUE1.01%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000001.00%
NY URBAN DEV-A0.99%
NEW YORK NY0.97%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.97%
NY ST THRUWAY-A-10.97%
NY NYCDEV 5 11/15/20440.95%
PORT NY NJ 4% 7/15/55@0.94%
NY TRANS CORP 5% 12/1/2032 @0.93%
NORTHWELL HEALTH OBLIGATED GROUP 4.0% 05-01-540.93%
NEW YORK ST D 3% 3/15/20500.93%
Riverhead Industrial Development Agency, Series 20250.89%
NY NYEFAC 07/01/20560.89%
New York City Housing Development Corp0.89%
NYC MUNI WTR FIN-BB0.89%
TRIBOROUGH NY BRIDGE & TUNNEL TRIBOROUGH BRIDGE & TUNNEL AUTHORITY0.88%
Port Authority of New York & New Jersey, Series 2340.88%
TRIBOROUGH NY BRIDGE & TUNNEL REGD N/C B/E 5.000000000.85%
New York City Housing Development Corp0.85%
NY HSG DEV CORP-F-1A0.84%
NEW YORK ST DORM AUTH0.84%
RESTRUCTURED-SER A10.83%
NY TRANS CORP 5.375% 6/30/2060 @0.83%
NY TRANS CORP 5% 7/1/41 @0.83%
Monroe County Industrial Development Corp. (University of Rochester), Series 2020 A, RB0.82%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.81%
New York City Industrial Development Agency, New York, PILOT Payment in Lieu of Taxes Revenue Bonds, Yankee Stadium Project, Series 2020A0.77%
Monroe County Industrial Development Corp., Series 2020A0.76%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.76%
DUTCHESS NY LDC 4% 7/1/20490.75%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.74%

IORUX (Feb. 28, 2026)

SecurityWeight
NYC NY TRANS FIN-A-12.83%
STATE OF NEW YORK PERSONAL INCOME TAX REVENUE 5.25% 03-15-501.73%
NY ST DORM AUTH PIT 22A SF 4.0% 03-15-491.71%
UNIV OF PUERTO RICO PR REVENUE REGD B/E 5.000000001.52%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT1.46%
NY NYCUTL 5.25 06/15/20521.21%
MTA HUDSON RAIL YRD-A1.05%
NY TRANS CORP(LAGUARDIA GATEW) 5.25% 1/1/50@1.01%
NY ST THRUWAY AUTH-B0.96%
NY TRNSPRTN DEV CRP-A0.95%
NY ST TWY AUTH-A0.91%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH SALES TAX REVENUE0.90%
NYC MUNI WTR FIN-AA-10.85%
WHITE PLAINS HOSPITAL OBLIGATED GROUP 5.25% 10-01-490.83%
NEW YORK ST DORM AUTH ST PERSO REGD B/E 5.250000000.83%
NY ST UDC PIT REV 20A SF 4.0% 03-15-490.81%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.77%
NY TRANS CORP(JFK INT NEW ONE)/AGM 5.13% 6/30/60@0.76%
NY ST DORM DASNY PIT 20A 4.0% 03-15-480.74%
NY MTA TRANSP 5.25% 11/15/20550.72%
THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND0.72%
NY CNTYS TOB SETTLE-A0.71%
NEW YORK ST DORM AUTH REVENUES NYSHGR 07/50 FIXED 40.71%
New York Counties Tobacco Trust V, Series 2005 S4B, RB0.71%
TOWN OF THOMPSON NY IMPROVEMENT DISTRICTS SERVICE FEE 5.35% 11-01-490.71%
MET TRANSPRTN AUTH NY REVENUE0.69%
Nassau County Tobacco Settlement Corp., Series 2006 D, RB0.67%
Port Authority of New York & New Jersey0.66%
Triborough Bridge & Tunnel Authority, Subseries 2021 B-1, Ref. RB0.65%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.64%
NEW YORK NY0.64%
New York (City of), NY, Series 2020, GO Bonds0.62%
ROCHESTER REGIONAL HEALTH OBLIGATED GROUP 5.25% 12-01-520.60%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.59%
New York City Transitional Finance Authority, Series C0.59%
New York City Housing Development Corporation, New York, Multifamily Housing Revenue Bonds, Sustainable Development Green Series 2026A-10.58%
NY TRANS CORP 5.375% 6/30/2060 @0.58%
UNIV OF PUERTO RICO PR REVENUE REGD B/E 5.000000000.56%
NEW YORK ST TWY -C0.55%
MTA HUDSON RAIL YRD-A0.55%
New York Counties Tobacco Trust V, Series S-10.53%
Nassau County Tobacco Settlement Corp., Series 2006 C, RB0.52%
MET TRANSPRTN AUTH-A0.52%
NY TRANS CORP 5.50% 6/30/2054 @0.51%
NYC HSG 4.80% 2/1/20530.51%
New York City Transitional Finance Authority, New York, Future Tax Secured Bonds, Subordinate Fiscal 2021 Subseries C-10.51%
NY LIBERTY DEV CORP-A0.50%
NEW YORK NY0.50%
NYC WTR 5.25% 6/15/530.49%
NEW YORK NY0.49%

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