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FSMB vs TAFI

Shared holdings
36
FSMB covered by TAFI
5.52%
TAFI covered by FSMB
5.52%

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.

FSMB (April 30, 2026)

SecurityWeight
Southeast Energy Authority, Alabama, Revenue Bonds Cooperative District Energy Supply Series 2024C1.08%
County of Utah UT0.85%
OH OHSDEV 11/01/20390.81%
Wisconsin (State of) Public Finance Authority (Duke Energy Progress), Series 2022, Ref. RB0.72%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB0.68%
Main Street Energy, Inc., Series D0.66%
Palm Beach (County of), FL Health Facilities Authority (ACTS Retirement-Life Communities, Inc.), Series 2016, Ref. RB0.63%
NYC MUNI WTR FIN-BB0.59%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2025A0.59%
Black Belt Energy Gas District0.58%
BLACK BELT ENERGY GAS VAR0.58%
NM MUNI ENERGY ACQ AU0.57%
NEW YORK ST HSG FIN AGY AFFORDABLE HSG REVENUE0.53%
LOS ANGELES CA DEPT OF ARPTS A REGD B/E AMT 5.000000000.53%
ALLEGHENY HOSP DEV-A0.52%
WHITING IN ENVRNMNTL FACS REVE REGD V/R B/E AMT 5.000000000.52%
MD CMNTY DEV-D-20.51%
UNITED AIRLINES INC 4.0% 07-15-290.51%
WASTE MANAGEMENT INC (MPT) 3.45% 11-01-440.51%
NEW YORK NY REGD V/R B/E 2.650000000.51%
NORTH CAROLINA ST HSG FIN AGYM REGD V/R B/E 5.000000000.49%
TX TMGUTL 01/01/20540.48%
FARM N MEX PCR 0% 6/1/2040 MT0.48%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024B0.46%
DFW ARPT 5% 11/1/2031 @0.46%
FLORIDA DEV FIN CORP HLTHCAREFACS REVENUE0.46%
City of Atlanta GA Department of Aviation0.46%
TN TNSUTL 05/01/20530.44%
City of Philadelphia PA Airport Revenue0.43%
FAIRFAX C VA 5% 1/1/2045 MT0.43%
WASTE MANAGEMENT INC (MPT) 3.45% 10-01-410.43%
NORTH BLOCK ASSOCIATES LLC HUD SECT 8 FHA 221(D)(4) (MPT) 3.4% 02-01-290.42%
COUNTY OF TRIMBLE KY TRMENV 06/33 FIXED 3.750.42%
ARKANSAS DEV FIN AUTH ENVIRONM REGD V/R B/E AMT 4.000000000.42%
MOBILE PCR-VAR-AL PWR0.42%
MTRO WA DC ARPT 5% 10/1/2031 @0.42%
LEHIGH PA_IDA 3% 9/1/20290.41%
INDIANAPOLIS IN LOCAL PUBLIC I REGD N/C B/E AMT 5.000000000.41%
State of Illinois, Series C0.41%
NORTHWESTERN CORP 3.875% 07-01-280.41%
HOUSTON-UTL SYS-B-REF0.41%
DE ST EDA 3.60% 1/1/310.41%
PEFA INC VAR0.41%
TENNERGY CORP TN GAS REVENUE TENNERGY CORP/TN0.40%
NY TRANS CORP 5% 1/1/2032 @0.40%
SOUTHEAST ENERGY-F0.40%
SOUTHEAST ENERGY AUTH VAR0.40%
South Carolina Jobs-Economic Development Authority, Series 2023A0.39%
MTRO WA DC ARPT 5% 10/1/2035 @0.39%
NYC HSG DEV CORP-F-2A0.38%

TAFI (Feb. 28, 2026)

SecurityWeight
State of Colorado, Series B1.69%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio1.62%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH REVENUES1.06%
SOUTHEAST ENERGY-E0.90%
QUINCY MA0.75%
U.S. Treasury Bills0.65%
ILLINOIS ST FIN AUTH REVENUE REGD V/R B/E 3.250000000.62%
COLORADO ST EDUC LOAN PROGRAM0.58%
NEW JERSEY ST ECON DEV AUTH0.57%
Southeast Alabama Gas Supply District (The), Series A0.57%
NY TRANS CORP 5% 1/1/2030 @0.52%
QUINCY MA0.50%
AZ HLTH FACS AUTH-C0.50%
State of Ohio0.50%
NJ TPK AUTH-B0.49%
DFW ARPT 5% 11/1/2031 @0.49%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.49%
NJ TRANSPRTN-A-REF0.47%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB0.46%
NY MTATRN 5 11/15/20310.45%
PENNSYLVANIA ST0.45%
MUNIBOND0.44%
Los Angeles (City of), CA, Series 2025, RN0.44%
WASHINGTON ST-R-2026A0.42%
Los Angeles Department of Water & Power, Series 2025A0.41%
Town of Oyster Bay0.41%
GREEN LAKE TWP MI ECON DEV CORP0.41%
FRISCO TX INDEP SCH DIST0.41%
MAIN STR NAT GA 0% 8/1/20520.40%
SOUTH CAROLINA ST ASSN OF GOVTL ORGANIZATIONS COPS0.39%
CHICAGO IL BRD OF EDU0.38%
TX TMGUTL 01/01/20540.37%
Ohio (State of) Air Quality Development Authority (Duke Energy Corp.), Series 2022 B, Ref. RB0.37%
MAIN STR NAT GA 5% 12/1/2052 MT0.37%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX0.37%
JERSEY CITY NJ0.36%
JERSEY CITY NJ0.36%
Chandler Industrial Development Authority, Series 20190.36%
Jefferson County Port Authority, Series 20230.36%
FLORIDA INSURANCE ASSISTANCE INTERLOCAL AGY0.35%
OHIO ST AIR QUALITY DEV AUTH REGD N/C B/E AMT 3.700000000.35%
PENNSYLVANIA ST ECON DEV FING AUTH REVENUE0.35%
DESERTXPRESS ENTERPRISES LLC (MPT) 3.5% 01-01-650.35%
LEGACY DENTON PUB FAC CORP MF HSG REVENUE0.35%
PORT AUTHORITY OF NEW YORK & NEW JERSEY 3.0% 10-01-280.35%
HARRIS TX CED 5% MT0.34%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.33%
MAIN STR NAT GA 5% MT0.33%
DENVER CO ARPT 5.50% 11/15/2035 @0.33%
TRIBOROUGH NY BRIDGE TUNNEL TRBTRN 03/28 FIXED 50.32%

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