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NOTAX vs PRFHX

Shared holdings
57
NOTAX covered by PRFHX
9.30%
PRFHX covered by NOTAX
9.30%

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.

NOTAX (Feb. 28, 2026)

SecurityWeight
MSR Energy Authority, Series B1.64%
FLORIDA ST DEV FIN CORP SENIOR LIVING REVENUE1.56%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.52%
NYC NY 5.5% 8/1/501.30%
PUBLIC FIN AUTH WI EDUCTNL FAC REVENUE1.27%
STATE OF CALIFORNIA 5.0% 03-01-491.24%
NYC TRANSITIONAL-I-11.23%
WI PUBGEN 6 02/01/20621.18%
Aurora Highlands Community Authority Board, Series 2021 A, Ref. RB1.12%
ARIZONA ST INDL DEV AUTH SENIOR LIVING REVENUE1.07%
PENINSULA TOWN CENTER VA CMNTY PTCDEV 09/45 FIXED 51.07%
LOMA LINDA UNIVERSITY MEDICAL CENTER OBLIGATED GROUP 5.5% 12-01-541.06%
CALIFORNIA ST MUNI FIN AUTH REVENUE1.02%
VIRGINIA ST SMALL BUSINESS FIN REGD B/E AMT 4.000000001.02%
PUBLIC AUTHORITY FOR COLORADO PUBUTL 11/28 FIXED OID 6.251.01%
IOWA ST HGR EDU LOAN AUTH1.01%
TX MATPOL 4.4 05/01/20300.97%
WISCONSIN HLTH EDL FACS AUTH SENIOR LIVING REVENUE0.95%
NEW YORK CITY NY HSG DEV CORP MF HSG REVENUE0.95%
MASSACHUSETTS ST DEV FIN AGY S REGD OID B/E 6.500000000.92%
CSCDA Community Improvement Authority, California, Essential Housing Revenue Bonds, Altana Glendale, Series 2021A-10.90%
DALLAS-FORT WORTH TX INTERNATIONAL ARPT REVENUE0.84%
State of Illinois0.84%
INDIANA ST FIN AUTH REVENUE0.84%
UTAH ST CHRT SCH FIN AUTH CHRT SCH REVENUE0.84%
SEMINOLE CTY 5.5% 11/15/20490.83%
MD ECON DEV CORP0.82%
NEW HOPE CULTURAL EDU FACS FIN CORP TX SENIOR LIVING REVENUE0.81%
KANSAS CITY MO LAND CLEARANCE REDEV AUTH PROJ REVENUE0.81%
River Islands Public Financing Authority, California, Special Tax Bonds, Community Facilities District 2019-1 Phase 2 Public Improvements, Series 20190.77%
SIGNIA HOTEL MANAGEMENT LLC 5.0% 01-01-540.74%
Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd0.74%
WI PUBTRN 5.75 12/31/20650.72%
WASHINGTON ST CONVENTION CENTER PUBLIC FACS DIST0.72%
TX NEWEDU 4 04/01/20570.72%
NEW HOPE CULTURAL EDU FACS FINCORP TX EDU REVENUE0.71%
RI H and E BLDG CO 5% 7/1/20500.70%
South Miami Health Facilities Authority, Inc. (Baptist Health South Florida Obligated Group), Series 2017, Ref. RB0.69%
NJ EDA REV 5% 10/1/20390.68%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2025B0.68%
NEWBRIDGE ON THE CHARLES INC OBLIGATED GROUP 5.0% 10-01-570.67%
MINNESOTA ST HSG FIN AGY REGD B/E GNMA/FN 5.000000000.66%
Jacksonville, Florida, Educational Facilities Revenue Bonds, Jacksonville University Project, Series 2018B0.65%
ILLINOIS ST HSG DEV AUTH REVENUE0.65%
ORANGE HLTH FACS-A0.64%
PUBLIC FIN AUTH WI SR LIVING CMNTY 1ST MTGE REVENUE0.62%
RI STUD LN 4.125% 12/1/2043@0.61%
RESTRUCTURED-CABS-SER0.61%
Charlotte (County of), FL Industrial Development Authority (Town & Country Utilities), Series 2025, RB0.61%
CHATTANOOGA TN HLTH EDUCTNL & REGD B/E 5.250000000.60%

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%

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