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FORIX vs FTGAX

Shared holdings
14
FORIX covered by FTGAX
4.86%
FTGAX covered by FORIX
4.86%

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%

FTGAX (Feb. 28, 2026)

SecurityWeight
Savannah Hospital Authority, Series 2019 A3.60%
City of Atlanta, Series 2024 B2.74%
GNSVLL and HLL GA 5% 2/15/20422.64%
MAIN STR NAT GA 0% 8/1/20522.26%
FULTON COUNTY RESIDENTIAL CARE FULMED 07/42 FIXED 52.24%
Fulton (County of), GA Development Authority (Piedmont Healthcare, Inc.), Series 2016 A, Ref. RB2.19%
Development Authority of Burke County (The), Series D2.18%
PRIV CLGS & UNIVS AUTH GA2.14%
MAIN STR NAT GA 5% MT2.00%
Development Authority of Cobb County (The), Series 20201.96%
Carroll City-County Hospital Authority, Series 2025, RB1.95%
MAIN STR NAT GAS INC GA GAS PROJ REV SER A1.94%
City of Buford, Series 2017 C1.89%
Henry County School District, Series 20161.88%
PRVT CLGS & UNIV-A1.87%
MUNI ELEC AUTH OF GA1.86%
Moultrie-Colquitt Counties Development Authority, Series 20181.86%
Private Colleges & Universities Authority, Series 20211.76%
Fulton (County of), GA Development Authority (Piedmont Healthcare, Inc.), Series 2019, RB1.72%
GNSVLL and HLL GA 4% 2/15/20511.68%
Roswell Development Authority (Wellstar Healthcare, Inc.), Series 2025, RB1.64%
FULTON CO -A -WTR SWR1.54%
Development Authority of Rockdale County, Series 2025 A-11.53%
DE KALB W/S REF-B1.51%
Georgia Housing & Finance Authority, Series 2019 A1.47%
Municipal Electric Authority of Georgia, Series 2020 A1.33%
Dalton Whitfield County Joint Development Authority, Series 2024 B1.32%
Athens Housing Authority, Series 20241.25%
City of Atlanta, Series 2023 E1.22%
City of Atlanta, Series 2025 B1.22%
Upper Oconee Basin Water Authority, Series 20241.19%
Columbia County Hospital Authority, Series 2023 A1.17%
State of Illinois, Series 2024 C1.14%
Floyd County Hospital Authority, Series 20161.13%
Bainbridge Public Facilities Authority, Series 20181.13%
Dalton Whitfield County Joint Development Authority, Series 20171.12%
Upper Oconee Basin Water Authority, Series 2024, RB1.11%
City of Valdosta, Series 20241.06%
CHILDREN'S HEALTHCARE OF ATLANTA OBLIGATED GROUP 4.0% 07-01-491.05%
MAIN STR NAT GA 5% MT1.03%
FULTON CTY GA 4% 4/1/20500.99%
Capital Trust Authority, Series 20240.94%
Capital Trust Agency, Inc., Series 2021 A-10.89%
Development Authority of Rockdale County, Series 2025 A-10.83%
PVT CLG UNIV AUTH-A0.83%
City of Atlanta, Series 2001 A0.83%
MAIN STR NAT GA 5% 5/15/20370.83%
Bleckley County School District, Series 20200.82%
MAIN STR NAT GA 5% 5/1/2055 MT0.82%
MAIN STR NAT GA 5% MT0.81%

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