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FORIX vs FRPAX

Shared holdings
14
FORIX covered by FRPAX
3.81%
FRPAX covered by FORIX
3.81%

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%

FRPAX (Feb. 28, 2026)

SecurityWeight
Pennsylvania Higher Educational Facilities Authority, Series 2025 A2.33%
GEISINGER PA AUTH HLTH SYS REV REGD B/E 5.000000002.03%
Lehigh County General Purpose Authority, Series 20222.02%
Pennsylvania Turnpike Commission, Series 2025, RB1.81%
PHILIDELPHIA AUTH-B-11.67%
PHILA PA MHSG 5.5% 12/1/20581.55%
PHIL PA AIRPORT 5% 7/1/2047 @1.53%
Montgomery County Industrial Development Authority, Series 2025 A1.46%
Pennsylvania Housing Finance Agency, Single Family Mortgage Revenue Bonds, Series 2020-132A1.45%
Pennsylvania Turnpike Commission, Series 2021B1.44%
PA ALTDEV 5 05/01/20421.42%
PHILADELPHIA PA GAS WKS REVENUE1.38%
Allegheny County Airport Authority, Series 2021 A1.35%
Pennsylvania Higher Educational Facilities Authority, Series 2021 A1.35%
PHILADELPHIA PA AUTH FOR INDL DEV UNIV REVENUE1.33%
PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT 5.250000001.31%
Bucks (County of), PA Industrial Development Authority (St. Luke's University Health Network), Series 2021, RB1.29%
Montgomery (County of), PA Higher Education & Health Authority (Thomas Jefferson University), Series 2018, Ref. RB1.26%
Pennsylvania Turnpike Commission, Series 2025 A1.25%
ST PUB SCH BLDG-A-REF1.10%
PENNSYLVANIA ST HGR EDUCTNL FACS AUTH REVENUE1.00%
MET TRANSPRTN AUTH NY REVENUE0.98%
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OBLIGATED GROUP 4.0% 08-15-490.97%
PENNSYLVANIA ST HSG FIN AGY SF REGD B/E 4.900000000.97%
ERIE WTR AUTH WTR0.93%
Allegheny County Higher Education Building Authority, Series 2021 A0.91%
Delaware County Authority, Series 2017 A0.90%
Capital Trust Authority, Series 20240.87%
Westmoreland County Municipal Authority, Series 2025 A0.86%
NY MTA TRANSP 4% 11/15/20460.84%
PHIL PA WTR 5.50% 6/1/20470.82%
PENNSYLVANIA ST UNIV0.81%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2025A0.81%
PHIL PA WTR 5.25% 9/1/20540.81%
Northampton County General Purpose Authority, Series 2024A-10.80%
ALLEG PA ARPT 5.50% 1/1/2053 @0.80%
Capital Trust Agency, Inc., Series 2021 A-10.79%
Southeastern Pennsylvania Transportation Authority, Series 20220.79%
County of Allegheny, Series C-770.79%
PA CUMGEN 5.5 06/01/20510.78%
PHIL PA AIRPORT 5% 7/1/2051 @0.77%
MONTGOMERY HGR EDU-B0.76%
Erie County Industrial Development Authority, Series 2024 A0.76%
PENNSYLVANIA ST HSG FIN AGY SF REGD B/E 3.400000000.76%
City of Philadelphia, Series 2020 C0.76%
PENNSYLVANIA ST ECON DEV FING AUTH UPMC REVENUE0.75%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2024C0.73%
Lancaster Higher Education Authority, Series 2022 A0.73%
ALLEG PA ARPT 5% 1/1/2032 @0.72%
Lancaster Higher Education Authority, Series A0.70%

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