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FORIX vs FTAZX

Shared holdings
13
FORIX covered by FTAZX
5.34%
FTAZX covered by FORIX
5.34%

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%

FTAZX (Feb. 28, 2026)

SecurityWeight
MARICOPA IDA-A6.42%
PHOENIX CIVIC IMPT-D2.77%
Salt River Project Agricultural Improvement & Power District, Series 2024, RB2.67%
Maricopa County Pollution Control Corp., Series B2.18%
PHX CVC APT REV 5% 7/1/47@2.17%
PHOENIX IDA STU 5% 07/01/422.14%
SALT VERDE FINL CORP GAS REV ARIZ SR2.13%
PHOENIX CIVIC IMPT CO2.02%
Gilbert Water Resource Municipal Property Corp., Series 20221.73%
Maricopa County Pollution Control Corp., Series 2012 A1.66%
MARICOPA IDA 4% 1/1/20411.60%
Arizona Board of Regents, Series 2026 A1.57%
Gilbert Water Resource Municipal Property Corp., Series 20221.51%
PHX CVC APT REV 5% 7/1/20441.47%
City of Phoenix Civic Improvement Corp., Series 20221.47%
Phoenix Civic Improvement Corporation, Arizona, Revenue Bonds, Civic Plaza Expansion Project, Series 2005B1.45%
Pima County Industrial Development Authority, Arizona, Revenue Bonds, Tucson Medical Center, Series 2021A1.43%
PHOENIX CIVIC IMPT CO1.42%
City of Tempe, Series 20251.33%
Maricopa County Unified School District No. 69 Paradise Valley, Series 2025 A1.32%
Maricopa County Industrial Development Authority, Series 20201.26%
KIPP NYC PUBLIC CHARTER SCHOOLS 4.0% 07-01-511.11%
University of Arizona Board of Regents (Green Bonds), Series 2024, RB1.09%
EQUITABLE SCHOOL REVOLVING FUND LLC OBLIGATED GROUP 4.0% 11-01-501.05%
Arizona (State of) Industrial Development Authority (Provident Group-NCCU Properties LLC), Series 2019 A, RB1.05%
City of Phoenix Civic Improvement Corp., Series 2005 B1.03%
ARIZONA ST INDL DEV AUTH NATIO REGD B/E 5.000000000.96%
AZ ST INDL DEV AUTH-A0.95%
SALT VERDE FINL. CO 5.00%0.93%
Capital Trust Authority, Series 20240.92%
Salt River Project Agricultural Improvement & Power District, Series 2023 A, RB0.92%
Public Finance Authority, Series 2025 A-20.92%
Salt River Project Agricultural Improvement & Power District, Series 2023 A, RB0.88%
ARIZONA ST INDL DEV AUTH SENIOR LIVING REVENUE0.87%
Arizona Board of Regents, Series 2025 A0.87%
Town of Queen Creek, Series 2018 A0.87%
Town of Queen Creek, Series 2018 A0.85%
City of Phoenix Civic Improvement Corp., Series 2018 A0.84%
PHX CVC APT REV 5% 7/1/2048 @0.84%
Phoenix Civic Improvement Corp., Series 2017, Ref. RB0.84%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.80%
Gilbert Water Resource Municipal Property Corp., Series 20220.80%
Phoenix Civic Improvement Corporation, Arizona, Rental Car Facility Charge Revenue Bonds, Series 2019A0.78%
Town of Queen Creek, Series 20240.78%
Arizona Board of Regents, Series 2018 A0.77%
AZ ST UNIV 4% 7/1/20530.77%
Maricopa County Pollution Control Corp., Series A0.74%
Phoenix Civic Improvement Corp., Series 2019 A, RB0.72%
Industrial Development Authority of the County of Yavapai (The), Series 20160.71%
City of Phoenix Civic Improvement Corp., Series 2005 B0.68%

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