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LPPIX vs LSMSX

Shared holdings
14
LPPIX covered by LSMSX
3.47%
LSMSX covered by LPPIX
3.47%

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.

LPPIX (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%

LSMSX (Feb. 27, 2026)

SecurityWeight
NYC-D4-ADJ3.69%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB2.38%
ILLINOIS ST FIN AUTH REVENUE2.36%
STATE OF NEW JERSEY NATL 0.0% 12-15-312.20%
NYC MUNI WTR FIN-BB2.18%
CALIFORNIA COMMUNITY VAR1.96%
MET NASHVILLE TN ARPT AUTH ARPT REVENUE1.61%
PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT 5.250000001.41%
State of Illinois1.38%
NOVANT HEALTH OBLIGATED GROUP 5.0% 12-01-351.18%
Energy Southeast A Cooperative District, Series B-11.16%
CTR PLN ENG GAS 5% 9/1/20331.15%
CTR TX RMA 4% 1/1/20511.15%
CHICAGO IL BRD OF EDU CHIEDU 12/40 FIXED 51.14%
Public Energy Auth. of Kentucky Gas Supply Rev. Refg. C1.13%
OR FACS AUTH-B-REF1.13%
IL CHI 5.5 01/01/20391.11%
New York State Urban Development Corp. (Bidding Group 3), Series 2023 A, RB1.08%
NY NYCUTL 5.25 06/15/20521.08%
NY TRANSPRTN DEV CORP1.07%
Chandler Industrial Development Authority1.04%
NOVANT HEALTH OBLIGATED GROUP 5.0% 06-01-551.03%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.00%
PORT NY NJ 4% 7/15/2045 @0.99%
NY MTA DED 4% 11/15/20540.95%
INDIANA ST FIN AUTH HLTH SYS R INSMED 12/49 FIXED 40.95%
NYC GO 23A-4 Q=TD V10.92%
CALIFORNIA COMMUNITY VAR0.91%
NY TRANSPRTN DEV -AMT0.86%
CHICAGO IL BRD OF EDU REGD B/E 5.000000000.83%
Black Belt Energy Gas District (The) (Gas), Series 2022 F, RB0.82%
CHICAGO IL BRD OF EDU DEDICATE REGD B/E 5.750000000.82%
Jefferson (County of), AL, Series 2024, Ref. Revenue Wts.0.81%
California Community Choice Financing Authority, Series 2025G0.81%
Chandler Industrial Development Authority, Series 20190.79%
RESTRUCTURED-SER A10.78%
NY TRANS CORP 5% 6/30/2049 @0.78%
NY TRANS CORP 5% 7/1/46 @0.77%
NY TRANSPRTN DEV -AMT0.77%
ELGIN TX ISD 4% 8/1/20490.73%
WV HOSP FIN AUTH-C0.72%
Van Alstyne Independent School District0.71%
New York City Housing Development Corp0.67%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB0.63%
Oneida County Local Development Corp., Series A0.60%
LONGVIEW TX ISD 4% 2/15/20490.59%
DENVER CO ARPT 5% 11/15/2032 @0.58%
Black Belt Energy Gas District, Series D0.57%
MTRO WA DC ARPT 5% 10/1/2030 @0.57%
SALT VERDE FINL CORP GAS REV ARIZ SR0.56%

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