Compare fund portfolios

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

vs

LPISX vs PRFHX

Shared holdings
18
LPISX covered by PRFHX
2.88%
PRFHX covered by LPISX
2.88%

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.

LPISX (March 31, 2026)

SecurityWeight
Westmoreland County Municipal Authority9.64%
Pennsylvania Turnpike Commission, Series 2022B6.59%
Pennsylvania Turnpike Commission4.69%
PHIL PA WTR 5% 10/1/20434.41%
PHILADELPHIA PA ARPT REVENUE REGD B/E AMT 5.000000003.88%
Lancaster (County of), PA Hospital Authority (Landis Homes Retirement Community), Series 2015, Ref. RB3.71%
PHILADELPHIA PA GAS WKS REVENUE3.23%
Pennsylvania Higher Educational Facilities Authority3.23%
PHILADELPHIA PA AUTH FOR INDLDEV CITY SVC AGREEMENT REVENUE2.66%
WILKES BARRE PA 4% 4/15/20492.62%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2018A-22.61%
Pennsylvania Higher Educational Facilities Authority, Revenue Bonds, Widener University, Series 2021A2.43%
SOUTHCENTRL PA GEN AUTH REVENU SCAGEN 06/44 FIXED 42.38%
PENNSYLVANIA ST HGR EDUCTNL FACS AUTH REVENUE2.18%
PENNSYLVANIA ST ECON DEV FING AUTH UPMC REVENUE2.15%
PENNSYLVANIA ST ECON DEV FING REGD N/C B/E 4.000000002.06%
PHILA PA 5% 2/1/20392.01%
PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.750000001.87%
Montgomery County Industrial Development Authority, Series 2023A1.70%
DE RIVER JT TOLL1.63%
LANCASTER H AUT 5% 11/1/20461.62%
PENN STATE HEALTH OBL GRP1.51%
PHILADELPHIA PA ENERGY AUTH1.37%
Philadelphia Authority for Industrial Development, Series 2025, RB1.37%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2022B1.33%
Commonwealth Financing Authority, Tobacco Master Settlement Payment1.33%
Sports & Exhibition Authority of Pittsburgh & Allegheny County1.31%
ERIE SWR AUTH1.31%
PA MONDEV 5 11/15/20451.30%
LANCASTER PA INDL DEV AUTH1.27%
North Allegheny School District, Series 2019, GO Bonds1.24%
PENNSYLVANIA ST ECON DEV FING REGD N/C B/E 4.000000001.18%
PENNSYLVANIA ST ECON DEV FING AUTH SEWAGE SLUDGE DISP REVENU1.05%
Bucks County Industrial Development Authority1.01%
ST PUB SCH BLDG-A-REF0.98%
Bucks County Water and Sewer Authority 4.00% 12/01/20420.97%
PHILADELPHIA PA ENERGY AUTH0.95%
Montgomery County Industrial Development Authority, Series 2021 A0.83%
PHILIDELPHIA AUTH-B-10.77%
HIGHLANDS AT WYOMISSING OBLIGATED GROUP 5.0% 05-15-470.75%
Montgomery (County of), PA Industrial Development Authority (Germantown Academy), Series 2021, Ref. RB0.69%
Bucks County Industrial Development Authority0.69%
Bucks County Industrial Development Authority0.64%
Berks County Industrial Development Authority, Series 2017 A0.64%
PENNSYLVANIA ST ECON DEV FINGAUTH EXEMPT FACS REVENUE0.64%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.63%
Montgomery (County of), PA Industrial Development Authority (Germantown Academy), Series 2021, Ref. RB0.55%
RESTRUCTURED-SER A10.53%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.52%
Montgomery County Industrial Development Authority, Pennsylvania, Revenue Bonds, Germantown Academy Project, Series 2021A0.51%

PRFHX (Feb. 28, 2026)

SecurityWeight
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000001.72%
OH BUCGEN 5 06/01/20551.71%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000001.06%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND NATL 0.0% 12-15-331.05%
GOLDEN ST TOBACCO SECURITIZATI REGD ZCP OID B/E 0.000000000.83%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.58%
California (State of) Community Housing Agency (Stonridge Apartments), Series 2021 A, RB0.53%
WI PUBTRN 5.75 06/30/20600.53%
TUSCLSA AL GOZ 5.25% 5/1/20440.51%
Puerto Rico, General Obligation Bonds, Clawback Highway Transportation Authority Claims Taxable Series 20220.50%
CITY OF BALTIMORE MD0.49%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.49%
MD HEFA 5.50% 1/1/20460.48%
WI PUBFIN 4 08/01/20350.47%
SIGNIA HOTEL MANAGEMENT LLC 5.0% 01-01-540.45%
RESTRUCTURED-SER A10.45%
OH ST AIR QUALI 5% 7/1/20490.43%
California Community Housing Agency, Series 2021 A0.42%
SALT VERDE FINL. CO 5.00%0.42%
District of Columbia Tobacco Settlement Financing Corp., Series 2006 A, RB0.41%
MD MDSDEV 5.25 06/30/20550.40%
TX PRIVATE ACTIVITY0.40%
BERKS PA MUN AU 3% 6/30/20440.39%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2025 A, RB0.37%
WI PUBTRN 6.5 12/31/20650.37%
CUYAHOGA HOSP 5.5% 2/15/20570.37%
CALIFORNIA COMMUNITY HOUSING AGENCY VERDANT AT GREEN VALLEY APARTMENTS 5.0% 08-01-490.37%
Massachusetts Development Finance Agency0.36%
NY TRANS CORP 5% 8/1/2031 AMT0.36%
SHEFA SCHOOL 5.0% 06-15-510.36%
CITY OF ATLANTA GA WESTSIDE TAX ALLOCATION DISTRICT GULCH AREA 0.0% 12-15-480.36%
ST LOUIS MO SP 5.125% 9/1/20480.36%
New Hampshire (State of) Business Finance Authority (Thomas Ranch), Series 2024, RB0.35%
Aurora Crossroads Metropolitan District 2, Colorado, Limited Tax General Obligation Bonds, Series 2025A-30.35%
County of Calhoun Hospital Finance Authority, Michigan, Hospital Revenue Bonds, Oaklawn Hospital, Refunding Series 20160.35%
MET WASHINGTON DC ARPTS AUTH DULLES TOLL ROAD REVENUE0.34%
RESTRUCTURED-SER A10.34%
COLORADO EDUCTNL & CULTURAL AUTH REVENUE0.34%
ST LOUIS MO LD 5.375% 6/1/20430.34%
CHICAGO ILL BRD ED CAP APPREC-SCH REFORM-B-1 FGIC0.34%
PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.750000000.33%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023, RB0.33%
Public Authority for Colorado Energy, Series 2008, RB0.33%
BLACK BELT ENERGY GAS VAR0.33%
Cleveland-Cuyahoga County Port Authority, Series 20180.33%
RESTRUCTURED-SER A10.33%
KY KYSDEV 5.25 06/01/20500.32%
SKY HARBOUR CAPITAL LLC OBLIGATED GROUP 4.25% 07-01-540.32%
UNITED STATES STEEL CORP 4.125% 12-01-260.32%
VIRGIN ISLANDS HOTEL DEV FING REGD OID B/E 6.000000000.31%

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