Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

HMKIX vs UTACX

Shared holdings
2
HMKIX covered by UTACX
1.68%
UTACX covered by HMKIX
1.68%

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.

HMKIX (Jan. 31, 2026)

SecurityWeight
NYC WTR 4.13% 6/15/461.64%
PHILADELPHIA PA SCH DIST1.57%
Johnson & Miami Counties Unified School District No 230 Spring Hills 6.000% 09/01/20451.56%
SOUTH DAKOTA ST HSG DEV AUTH REGD B/E GNMA/FN 6.250000001.53%
RHODE ISLAND HLTH & EDUCTNL BLDG CORP PUBLIC SCHS REVENUE1.50%
Rhode Island Student Loan Authority, Series 2025A1.48%
INDIANA ST FIN AUTH HLTH SYS REVENUE1.47%
Sales Tax Securitization Corp., Series 2020, RB1.45%
Rock Island County School District No. 41 Rock Island, Series 2025 A1.45%
LOUISIANA ST PUBLIC FACS AUTHL REGD B/E AG 5.250000001.44%
CLARKSTON MI SD 5% 5/1/20471.43%
LOUISIANA PUBLIC FACILITIES AUTHORITY1.43%
CTR TX RMA 5% 1/1/20461.41%
MN AGRIC ECON DEVBRD1.41%
TEXARKANA TX INDEP SCH DIST1.39%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.38%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB1.30%
Vermont Student Assistance Corp.1.27%
NEW YORK ST DORM AUTH ST PERSO REGD B/E 3.000000001.21%
PROVIDENT GROUP - HFH ENERGY LLC 5.5% 02-28-571.21%
USF FING CORP FL CAPITAL IMPT REVENUE1.20%
MARYLAND ST STADIUM AUTH REVENUE1.18%
GRANITE CITY IL SOL WST DISP R REGD N/C B/E AMT 1.250000001.16%
PA COASCD 5.25 11/15/20371.11%
NATIONAL FIN AUTH NH REVENUE REGD B/E 5.250000001.09%
SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE1.07%
PUBLIC FIN AUTH WI HOSP REVENUE1.03%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE0.97%
WASHINGTON ST HSG FIN COMMISSI REGD OID B/E BAM 5.250000000.96%
MARICOPA CO IDA-A0.95%
LAX INTEGRATED EXPRESS SOLUTIONS LLC 5.0% 12-31-310.94%
VIRGINIA ST SMALL BUSINESS FIN VIRGINIA SMALL BUSINESS FINANCING AUTHORITY0.90%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HOSP FACS REVENUE0.89%
ST JOHNS COUNTY INDUSTRIAL DEV STJMED 12/46 FIXED 40.84%
Black Belt Energy Gas District, Series 2025 G0.83%
LANCASTER SD-B0.83%
CENTRL TX REGL MOBILITY AUTH R REGD B/E 4.000000000.83%
TX TRANSPRTN-A-REF0.79%
NEW YORK CITY NY HLTH & HOSP CORP0.76%
DALLAS-FORT WORTH TX INTERNATIONAL ARPT REVENUE0.74%
MELISSA TX INDEP SCH DIST0.73%
SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE0.72%
MASSACHUSETTS ST HSG FIN AGY HSG REVENUE0.72%
CHICAGO IL BRD OF EDU0.71%
MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH REVENUE0.71%
MET TRANSPRTN AUTH NY REVENUE0.70%
CALIFORNIA ST MUNI FIN AUTH STUDENT HSG REVENUE0.70%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.70%
PENNSYLVANIA ST HSG FIN AGY SF REGD B/E 5.500000000.70%
Freddie Mac Multifamily Variable Rate Certificate0.69%

UTACX (Jan. 31, 2026)

SecurityWeight
DREY-GVT CSH-I3.09%
UTAH ST CHRT SCH FIN AUTH CHRT SCH REVENUE1.92%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 6.250000001.92%
Utah Charter School Finance Authority, Series A1.66%
County of Weber1.65%
UT HSG MF 3% MT1.27%
City of Austin TX Airport System Revenue1.24%
WA ST HSG FIN COMM-11.24%
Utah Transit Authority1.14%
SOUTH DAKOTA ST HSG DEV AUTH REGD B/E GNMA/FN 6.250000001.14%
SALT LAKE CITY UT ARPT REVENUE1.13%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 6.500000001.12%
Hillsborough County Aviation Authority, Series B1.09%
PORT SEATTLE 5.5% 8/1/47@1.07%
WOLF CREEK INFRASTRUCTURE FING REGD B/E 5.750000001.04%
IPA PWR 5% 7/1/20421.03%
SALT LAKE CITY UT ARPT REVENUE REGD B/E AMT 5.000000001.03%
MIDA Golf and Equestrian Center Public Infrastructure District, Utah, Limited Tax and Tax Allocation Revenue Bonds, Series 20211.03%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 4.450000001.02%
Utah State University, Series B1.02%
TN TNSUTL 5 12/01/20350.98%
TX HOUAPT 5.5 07/01/20430.97%
UT INTPWR 5 07/01/20430.96%
City of West Valley City UT Sales Tax Revenue0.95%
Utah Board of Higher Education0.91%
UTAH HSG CORP SF MTGE REVENUE REGD B/E GNMA/FN 6.750000000.91%
NH NFADEV 11/20/20420.89%
UT CNTY UT HOSP 0% 5/15/20430.89%
TN SHEMED 5 06/01/20350.86%
SLT LAKE U 5.25% 7/1/2038 @0.84%
IPA PWR 5.25% 7/1/20450.83%
TN TNSUTL 5 11/01/20340.83%
TX TXSUTL 01/01/20550.82%
TN ENERGY ACQ CORP-A0.82%
Verk Industrial Regional Public Infrastructure District, Utah, Tax Differential Revenue Bonds, Series 20250.80%
DOWNTWN PUB INFRA-B0.78%
Utah Charter School Finance Authority, Series A0.77%
HOUSTON TX ARPT SYS REVENUE REGD B/E AMT 5.250000000.77%
City of Herriman City, Series B0.77%
UT BLDFAC 5.62 12/01/20530.76%
Utah Charter School Finance Authority0.76%
RESTRUCTURED-SER A-20.76%
SALT LAKE CITY UT SCH DIST REGD OID B/E SCH BD 3.000000000.75%
WASHINGTON ST HSG FIN COMMISSI WASHSG 07/35 FIXED 50.74%
WY CAMUTL 3.62 07/15/20390.74%
City of Park City0.73%
Utah Charter School Finance Authority0.71%
Utah Infrastructure Agency0.70%
DFW ARPT 5.25% 11/1/2041 @0.70%
Logan City School District0.70%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.