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FORIX vs FMISX

Shared holdings
14
FORIX covered by FMISX
4.96%
FMISX covered by FORIX
4.96%

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.

FORIX (Feb. 28, 2026)

SecurityWeight
OREGON ST FACS AUTH REVENUE4.74%
OR ST FACS 5% 6/1/20463.22%
Multnomah-Clackamas Counties Centennial School District No. 28JT, Series 20203.15%
State of Oregon, Series 2019 A3.07%
OREGON ST HLTH & SCIENCE UNIV REVENUE3.05%
State of Oregon Housing & Community Services Department, Series 2022 II-12.62%
Washington & Multnomah Counties School District No. 48J Beaverton, Series 2022 B2.49%
Multnomah County School District No. 1J Portland, Series 20262.48%
PORTLAND OR SWR SYS REVENUE2.24%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000002.18%
SALEM OR HOSP FAC AUTH REVENUE REGD B/E 5.000000002.12%
WASHINGTON SD #48J-D1.93%
Port of Portland, Series 291.76%
Clackamas County School District No. 12 North Clackamas, Series 2017 A1.74%
Deschutes County Hospital Facility Authority, Oregon, Hospital Revenue Bonds, Saint Charles Health System, Inc., Series 2016A1.72%
OREGON ST HLTH & SCIENCE UNIV REVENUE1.57%
Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 20251.48%
SAMARITAN HEALTH SERVICES INC OBLIGATED GROUP 5.0% 10-01-401.42%
Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 20251.36%
Port of Portland, Series 29-A1.36%
Oregon State Facilities Authority, Series 2025 A1.29%
Multnomah County School District No. 1J Portland, Series 20231.28%
Public Finance Authority, Series 2025 A-21.28%
UNIV OF OREGON OR GEN REVENUE1.26%
OREGON ST HLTH & SCIE1.26%
MEDFORD OR HOSP FACS AUTH REVENUE1.22%
Metro, Series 20171.16%
County of Yamhill, Series 2020 A1.12%
OR MFDMED 5 08/15/20451.06%
Clackamas County School District No. 46 Oregon Trail1.02%
Clackamas County School District No. 46 Oregon Trail1.00%
Public Finance Authority, Series 2024 A-20.97%
Oregon State Facilities Authority, Series 2016 A0.97%
Port of Portland, Series 24 B0.96%
Salem-Keizer School District No. 24J, Series 2009 B0.94%
Capital Trust Authority, Series 20240.89%
County of Yamhill, Series 2020 A0.88%
Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2015A0.81%
Astoria, OR Hospital Fac. Auth. Rev. (Columbia Memorial Hospital)0.81%
Port of Portland, Series 25 B0.79%
Salem-Keizer School District No. 24J, Series 2020 C0.77%
THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND0.75%
COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-490.69%
MEDFORD OR HOSP FACS AUTH REVE REGD B/E AG 4.000000000.66%
Port of Portland, Series 27 A0.66%
Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A0.65%
Washington & Clackamas Counties School District No. 23J Tigard-Tualatin, Series 20170.64%
WASHINGTON SD #48J-D0.64%
Metropolitan Transportation Authority, Series 2021, RB0.62%
Port of Portland, Series 25 B0.62%

FMISX (Feb. 28, 2026)

SecurityWeight
MA ST TRANS REV 5% 6/1/484.62%
Commonwealth of Massachusetts, Series 20054.27%
MA ST 5% 1/1/20493.19%
MASSACHUSETTS ST HLTH & EDUCTNL FACS AUTH REVENUE3.12%
Massachusetts Development Finance Agency, Series N2.91%
MASSACHUSETTS ST HLTH & EDUCTNL FACS AUTH2.20%
MA ST DEV FIN AGY-N2.09%
MASSACHUSETTS ST DEV FIN AGY REVENUE2.03%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.500000001.91%
MASSACHUSETTS ST DEV FIN AGY1.86%
MA WTR RES REF-BEN-B1.79%
Massachusetts Housing Finance Agency, Series A1.75%
MBTA SLS TAX 5.25% 7/1/551.62%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.000000001.61%
MASS CMNWLTH-A1.58%
UNIV OF MASSACHUSETTS MA BLDGAUTH PROJ REVENUE1.55%
MASSACHUSETTS ST-A1.54%
MASSACHUSETTS ST1.54%
NATIONAL SENIOR COMMUNITIES INC OBLIGATED GROUP 5.125% 11-15-461.53%
MA WTR RES AUTH-B-REF1.53%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 4.000000001.51%
Commonwealth of Massachusetts, Series 2016 B1.51%
Massachusetts (Commonwealth of), Series 2017 A, Ref. RB1.50%
MA ST DFA 4% 10/1/20461.49%
Massachusetts Port Authority, Series 2019 C1.43%
Massachusetts (Commonwealth of) Bay Transportation Authority, Series 2007 A-1, Ref. RB1.37%
Massachusetts Development Finance Agency, Series 20211.34%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.33%
MASSACHUSETTS ST EDUCTNL FING AUTH1.30%
Massachusetts Water Resources Authority, Series 2024 B1.28%
MASS DEVEL FIN 5% 7/1/20501.22%
MASS DEVEL FIN 4% 7/1/20441.21%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 4.000000001.21%
Massachusetts Development Finance Agency, Series 2024 U-11.21%
MA ST DEV FIN AGY-M1.18%
Massachusetts Development Finance Agency, Series 2017 T1.15%
Commonwealth of Massachusetts, Series 2025 C1.11%
MA ST DEV FIN AGY-A-21.10%
Massachusetts Bay Transportation Authority, Series 2024A1.09%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000001.08%
MASSACHUSETTS ST DEV FIN AGY R REGD N/C B/E 5.000000001.08%
MASSACHUSETTS ST DEV FIN AGY R MASDEV 07/30 FIXED 51.05%
MASSACHUSETTS ST0.95%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.95%
NATIONAL SENIOR COMMUNITIES INC OBLIGATED GROUP 5.0% 11-15-380.93%
MASS DEVEL FIN 4% 7/1/20500.91%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.89%
MASSACHUSETTS ST DEV0.86%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.85%
MA WTR RES AUTH-B-GEN0.80%

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