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MGOIX vs ORTCX

Shared holdings
4
MGOIX covered by ORTCX
3.10%
ORTCX covered by MGOIX
3.10%

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.

MGOIX (Jan. 31, 2026)

SecurityWeight
CALIFORNIA BABS2.42%
DREY-GVT CSH-I1.89%
COMMONSPIRIT1.61%
MASSACHUSETTS ST EDUCTNL FING AUTH1.58%
Main Street Energy, Inc., Series D1.37%
NY ST DOR 5.228% 7/1/20351.17%
NH NFAUTL 6.89 04/01/20341.15%
Puerto Rico Tollroads LLC, Series 20251.13%
State of Illinois1.05%
CA TXB-VAR PURP0.96%
New York City Housing Development Corp., Multi-Family Mortgage, 8 Spruce Street Project, Series 2024, Class A0.94%
Dutchess County Local Development Corp., Series B0.82%
Iowa Student Loan Liquidity Corp., Series A0.75%
MASSACHUSETTS ST0.72%
Idaho Housing & Finance Association, Series E0.70%
Fort Carson Family Housing LLC0.66%
New York City Housing Development Corp., Series 2024, Class B0.65%
Metropolitan Pier & Exposition Authority, Series B0.65%
UC Health LLC, Series 20250.64%
City of New York, Series E-10.61%
Idaho Housing & Finance Association, Series A0.60%
State of Illinois, Series 30.60%
Oglethorpe Power Corp.0.59%
MASSACHUSETTS ST EDUCTNL FING AUTH0.58%
Alameda Corridor Transportation Authority, Series C0.58%
MASSACHUSETTS CMNWLTH0.55%
JOBSOHIO BEV-B-UNREF0.54%
TOLEDO HOSPITAL0.53%
Colorado Housing and Finance Authority, Series D-1, Class I0.53%
District of Columbia Income Tax, Series B0.52%
New York State Dormitory Authority, Series B0.50%
LA DEPT WTR & PWR-BAB0.48%
University of Tulane, Series 2007C0.47%
Commonwealth of Massachusetts, Series E0.46%
District of Columbia, Series 2023 B, Ref. RB0.46%
Lifespan Corp., Series 20250.46%
Massachusetts Development Finance Agency, Series G0.45%
Marshfield Clinic Health System, Inc., Series 20240.45%
NEW YORK ST PWR AUTH REVENUE0.44%
MET TRANS AUTH0.43%
Colony Community Development Corp.0.43%
CONNECTICUT ST HSG FIN AUTH HSG MTGE FIN PROGRAM0.42%
Commonwealth of Pennsylvania, Series 10.42%
County of Broward, Series C0.41%
District of Columbia, Series B0.41%
New York City Transitional Finance Authority Future Tax Secured, Series B-30.41%
Sales Tax Securitization Corp., Series B0.39%
California Public Finance Authority, Series B0.39%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.39%
State of Mississippi, Series A0.39%

ORTCX (Jan. 31, 2026)

SecurityWeight
OREGON ST HLTH & SCIENCE UNIV REVENUE3.51%
OR ST BUS DEV C 3.8% MT2.22%
Jackson County School District No. 5 Ashland2.18%
Port of Portland, Series 30-A1.95%
DREY-GVT CSH-I1.77%
State of Oregon Housing & Community Services Department, Series A1.72%
Washington & Clackamas Counties School District No. 23J1.72%
Port of Portland, Series 27-A1.67%
State of Oregon Housing & Community Services Department, Series A1.65%
Tri-County Metropolitan Transportation District of Oregon, Series A1.47%
UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-391.39%
Metro1.32%
Warm Springs Reservation Confederated Tribe, Series B1.30%
Washington & Clackamas Counties School District No. 23J1.18%
PORTLAND -REV1.15%
Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A1.14%
State of Oregon, Series A1.13%
OT FEDMFH 08/25/20411.11%
SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.000000001.09%
Multnomah County School District No. 1 Portland, Series B1.09%
City of Bend1.08%
OR FACS AUTH-B-REF1.06%
Washington Clackamas & Yamhill Counties School District No. 88J, Series B1.05%
TX TMGUTL 01/01/20541.03%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB1.03%
RESTRUCTURED-SER A-2-1.02%
Nehalem Bay Health District, Series A1.02%
Washington & Clackamas Counties School District No. 23J1.01%
Main Street Energy, Inc., Series D0.98%
Clackamas County School District No. 12, Series A0.98%
State of Oregon, Series A0.95%
NH NFADEV 11/20/20420.95%
Multnomah & Clackamas Counties School District No. 10JT Gresham-Barlow, Series A0.94%
Metro, Series A0.92%
OR ST ADMIN LOT 5.25% 4/1/20420.89%
OR ST FACS 5% 6/1/20300.89%
State of Oregon, Series A0.86%
City of Portland, Series A0.85%
Metro0.85%
Umatilla Hospital District No. 10.84%
WASHINGTON ORE 0% 6/15/20400.79%
Black Belt Energy Gas District, Series F0.79%
SAMARITAN HEALTH SERVICES INC OBLIGATED GROUP 5.0% 10-01-400.78%
Benton & Linn Counties Consolidated School District No. 509J & 509A Corvallis, Series A0.77%
TRI-COUNTY OR MET TRANS DIST 18A 5.0% 10-01-300.76%
Pacific Communities Health District0.76%
Washington & Clackamas Counties School District No. 23J Tigard-Tualatin0.76%
REDMOND SCH DT#2J0.75%
Washington Multnomah & Yamhill Counties School District 1J Hillsboro, Oregon, General Obligation Bonds, Series 20170.75%
CLACKAMAS SD #12 -B0.75%

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