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MTFEX vs ORTCX

Shared holdings
30
MTFEX covered by ORTCX
8.82%
ORTCX covered by MTFEX
8.82%

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.

MTFEX (Jan. 31, 2026)

SecurityWeight
DREY-GVT CSH-I2.02%
RESTRUCTURED-SER A-21.07%
CHICAGO ILLIN 6% 4/1/20460.91%
MAIN STR NAT GA 5% 5/1/2055 MT0.84%
MET TRANSPRTN AUTH NY REVENUE MTATRN 11/50 ADJUSTABLE VAR0.78%
CONNECTICUT ST HLTH EDUCTNLF CTSHGR 07/49 ADJUSTABLE VAR0.78%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024B0.61%
Development Authority of Burke County (The), Series 2009-10.52%
Southeast Energy Authority, Alabama, A Cooperative District Energy Supply Revenue Bonds Series 2024A0.51%
Tender Option Bond Trust Receipts/Certificates0.51%
Puerto Rico, General Obligation Bonds, Clawback Highway Transportation Authority Claims Taxable Series 20220.49%
Energy Southeast Cooperative District, Alabama, Energy Supply Revenue Bonds, Series 2025B0.47%
NH NFADEV 11/20/20420.47%
TX TAREDU 11/15/20640.46%
JobsOhio Beverage System, Series A0.45%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.45%
GA PWR - SOUTHERN CO 18-1 V10.43%
San Antonio Water System, Subordinate Lien, Series 2024A0.43%
NJ TRANSPRTN TRUST-BB0.42%
TX TXSUTL 01/01/20550.42%
Black Belt Energy Gas District, Series F0.42%
MAIN STR NAT GA 5% MT0.41%
TUSCLSA AL GOZ 5.25% 5/1/20440.39%
PENNSYLVANIA ST HGR EDUCTNL FA PASHGR 11/61 ADJUSTABLE VAR0.39%
New Hampshire (State of) Business Finance Authority, Series 2024, VRD RB0.39%
State of Ohio, Series E0.39%
MO ST HSG 6.50% 5/1/20540.39%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2025B0.39%
MUNIBOND0.38%
Main Street Energy, Inc., Series D0.36%
NH NFADEV 02/20/20410.35%
CHICAGO BRD ED-B-REF0.35%
Port of Portland, Series 30-A0.33%
MAIN STR NAT GA 5% MT0.33%
DFW ARPT 5.25% 11/1/2040 @0.33%
NASHV & DAVIDSON-B0.32%
Southeast Alabama Gas Supply District (The), Series A0.31%
ATLANTA URBAN RSDL FI0.31%
Black Belt Energy Gas District (The), Series 2023 B, RB0.31%
Greater Orlando Aviation Authority0.30%
California Community Choice Financing Authority, Series C0.30%
State of Iowa Board of Regents, Series A0.29%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series B0.28%
ILLINOIS FIN AUTH SURFACE FREI REGD V/R B/E AMT 4.125000000.28%
GTR ORLANDO FL AVIATION AUTH ARPT FACS REVENUE0.28%
Illinois Housing Development Authority0.27%
LOS ANGELES CA DEPT OF ARPTS A REGD OID B/E AMT 4.000000000.27%
San Francisco City & County Airport Comm-San Francisco International Airport, Series C0.27%
OT FEDMFH 08/25/20410.27%
IL CHIEDU 5.25 12/01/20390.27%

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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