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EIORX vs FOTAX

Shared holdings
13
EIORX covered by FOTAX
7.37%
FOTAX covered by EIORX
7.37%

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.

EIORX (Feb. 28, 2026)

SecurityWeight
State of Oregon, Series A2.82%
OREGON ST2.28%
OR FACS AUTH-B-REF2.27%
PORTLAND -REV1.97%
State of Oregon Department of Transportation1.93%
OR MFDMED 5 08/15/20451.81%
OREGON ST FACS AUTH REVENUE1.74%
UNIV OF OREGON OR GEN REVENUE1.58%
OREGON ST HSG & CMNTY SVCS DEPT MTGE REVENUE1.51%
Oregon City School District No. 62, Series 2018 B, GO Bonds1.46%
COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-491.33%
Multnomah County School District No. 1 Portland1.31%
Washington & Clackamas Counties School District No. 23J1.30%
MEDFORD OR WTR COMMISSION WTR REVENUE1.25%
SALEM OR HOSP FAC AUTH REVENUE1.19%
LINN CNTY OR CMNTY SCH DIST #9 LEBANON1.18%
ST HELEN SD #502 -B -1.18%
Yamhill County, Oregon, Revenue Bonds, George Fox University Project, Refunding Series 20211.18%
DESCHUTES & JEFFERSON CNTYS OR SCH DIST #2J REDMOND1.18%
State of Oregon, Series 2022, GO Bonds1.16%
TERWILLIGER PLAZA INC OBLIGATED GROUP 4.0% 12-01-361.15%
OR ST ADMIN LOT 5.25% 4/1/20441.11%
OREGON ST UNIV GEN REVENUE1.11%
WASHINGTON CNTY OR SCH DIST #48J BEAVERTON1.06%
WASHINGTON CNTY OR SCH DIST #48J BEAVERTON1.04%
CLACKAMAS OR CMNTY CLG DIST1.03%
OREGON ST HLTH & SCIENCE UNIV REVENUE1.03%
Tri-County Metropolitan Transportation District of Oregon, Series A1.00%
MARION CNTY OR SCH DIST #1 GERVAIS1.00%
PORT OF PORTLAND OR ARPT REVENUE1.00%
University of Oregon, Series 2026A0.97%
Medford Water Commission0.93%
MULTNOMAH CNTY OR SCH DIST #1J PORTLAND0.92%
HILLSBORO OR0.86%
LAKE OSWEGO OR0.85%
PORT OF PORTLAND OR ARPT REVENUE0.85%
HILLSBORO OR0.85%
State of Oregon Housing & Community Services Department, Series 2024K-10.84%
Puerto Rico Electric Power Authority, Power Revenue Bonds, Refunding National Series 2007VV0.84%
PORTLAND OR REVENUE0.82%
MARION CNTY OR SCH DIST #1 GERVAIS0.80%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.80%
Port of Portland, Series 29-A0.80%
DESCHUTES CNTY OR ADMIN SCH DIST #10.79%
State of Oregon Housing & Community Services Department0.78%
OREGON ST UNIV GEN REVENUE0.77%
MULTNOMAH CNTY OR SCH DIST #1J PORTLAND0.75%
MULTNOMAH-CLACKAMAS CNTYS OR CENTENNIAL SCH DIST #28JT0.74%
UNIV OF OREGON OR GEN REVENUE UNOHGR 04/50 FIXED 50.72%
OREGON ST HLTH & SCIENCE UNIV REVENUE0.71%

FOTAX (Feb. 28, 2026)

SecurityWeight
OREGON ST DEPT OF -A2.58%
OREGON ST HLTH & SCIENCE UNIV REVENUE2.03%
Washington County, Oregon, General Obligation Bonds, Full Faith & Credit Obligation Series 20252.00%
Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2023-291.86%
Lane County School District 4J Eugene, Oregon, General Obligation Bonds, School Bond Guaranty Series 20191.85%
Oregon (State of) Facilities Authority, Series 2014, RB1.82%
OR FACS AUTH-B-REF1.59%
Port of Portland, Oregon, International Airport Revenue Bonds, Series 2022-281.56%
Portland, Oregon, Water System Revenue Bonds, Refunding First Lien Series 2022A1.46%
Benton and Linn Counties District School District 509J Corvallis, Oregon, General Obligation Bonds, Series 2018A1.34%
Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2024-30A1.24%
Metro, Oregon, General Obligation Bonds, Series 2020A1.22%
Washington County School District 13, Oregon, General Obligation Bonds, Series 2024A1.20%
PORTLAND WTR SYS-A1.14%
Oregon (State of), Series 2020 J, Ref. VRD GO Bonds1.14%
Beaverton School District 48J, Washington and Multnomah Counties, Oregon, General Obligation Bonds, Current Interest Series 2017C1.13%
Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A1.11%
Salem Hospital Facility Authority, Oregon, Revenue Bonds, Salem Health Projects, Series 2019A1.10%
Salem-Keizer School District No 24J, Series 2020, GO Bonds1.08%
Saint Helens, Oregon, Full Faith and Credit Obligations, Series 20211.07%
Beaverton, Oregon, Water Revenue Bonds, Series 20201.05%
Beaverton, Oregon, Water Revenue Bonds, Series 20221.05%
Deschutes County Administrative School District 1, Bend-La Pine, Oregon, General Obligation Bonds, Series 20251.04%
Beaverton, Oregon, Water Revenue Bonds, Series 20221.03%
Salem-Keizer School District No. 24J, Series 2020 B, GO Bonds1.01%
Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A1.01%
State of Oregon Department of Transportation, Series 2019A0.99%
Salem-Keizer School District No. 24J, Series 2018, GO Bonds0.97%
Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A0.96%
OREGON ST FACS AUTH REVENUE0.96%
Redmond, Oregon, Full Faith and Credit Obligations, Airport Expansion Project, Series 2025A0.96%
OR ST BUS DEV C 3.8% MT0.93%
RESTRUCTURED-SER A10.92%
Jackson County School District No. 5 Ashland, Series 20190.91%
Yamhill County, Oregon, Revenue Bonds, George Fox University Project, Refunding Series 20210.87%
Yamhill County Hospital Authority, Oregon, Revenue Bonds, Friendsview Retirement Community, Refunding Series 2021A0.86%
Lane Community College, Lane, Linn, Benton and Douglas Counties, Oregon, General Obligation Bonds, Series 2020A0.84%
Portland, Oregon, Sewer System Revenue Bonds, Second Lien Refunding Series 2023A0.84%
Metro, Oregon, General Obligation Bonds, Series 20250.84%
Clackamas County School District No. 12, Series A0.83%
HILLSBORO OR0.80%
Port of Portland, Oregon, International Airport Revenue Bonds, Series 2017-24B0.79%
Seaside, Clatsop County, Oregon, Transient Lodgings Tax Revenue Bonds, Series 20180.78%
UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-280.78%
Clackamas and Multnomah Counties School District 7J Lake Oswego, Oregon, General Obligation Bonds, Series 20170.78%
PORTLAND OR CMNTY CLG DIST0.76%
Warm Springs Reservation Confederated Tribes, Oregon, Hydroelectric Revenue Bonds, Tribal Economic Development Bond Pelton Round Butte Project, Taxabl0.75%
Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2022A0.75%
Bend, Oregon, General Obligation Bonds, Full Faith & Credit Series 20230.74%
State of Oregon, Series 2022, GO Bonds0.74%

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