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OPATX vs IORAX

Shared holdings
24
OPATX covered by IORAX
4.11%
IORAX covered by OPATX
4.11%

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.

OPATX (Feb. 28, 2026)

SecurityWeight
PHILADELPHIA PA AUTH FOR INDL PHIMED4.03%
ALLEG PA ARPT 5.50% 1/1/2055 @3.57%
THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND2.76%
PHILADELPHIA PA AUTH FOR INDL REGD B/E 5.000000002.39%
ALLEG PA ARPT 5% 1/1/2051 @2.23%
PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.000000001.84%
Pennsylvania Turnpike Commission1.64%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Capital Appreciation Series 2009E1.63%
PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.000000001.59%
PA CHEDEV 4 12/01/20511.42%
THE CHILDRENS TRUST FUND PR TOBACCO SETTLEMENT REVENUE1.42%
ALLEGHENY CNTY PA SAN AUTH1.41%
Lehigh (County of), PA (Lehigh Valley Health Network), Series 2019 A, Ref. RB1.39%
PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT AG 5.000000001.39%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE1.38%
THE CHILDRENS TRUST FUND PR TO CHIGEN 05/50 ZEROCPNOID 01.37%
MONT PA IDA 5% 11/15/20551.35%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2019A1.35%
PENNSYLVANIA ST HGR EDUCTNL FACS AUTH REVENUE1.31%
PHIL PA GAS/AGM 5.25% 8/1/541.23%
ALLEG PA ARPT 5% 1/1/2056 @1.16%
PHIL PA WTR/AGM 5.5% 9/1/531.09%
PA ALTDEV 5 05/01/20421.07%
Lehigh (County of), PA General Purpose Authority (Muhlenberg College), Series 2024, Ref. RB1.07%
Philadelphia (City of), PA, Series 2017 A, RB1.01%
Northampton (County of), PA General Purpose Authority (St. Luke's University Health Network), Series 2018 A, Ref. RB1.00%
Pennsylvania Higher Educational Facilities Authority, Series 2025 A0.99%
Northampton (County of), PA Industrial Development Authority (Northampton Generating Co. L.P.), Series 2013 A, RB0.88%
Montgomery (County of), PA Industrial Development Authority (ACTS Retirement-Life Communities, Inc.), Series 2016, Ref. RB0.87%
FRANKLN PA IDA 5% 12/1/20530.85%
Pennsylvania Turnpike Commission Turnpike Rev. Refg. A0.85%
PHIL PA GAS 5.25% 8/1/20490.84%
CHESTER PA H and E 5% 12/1/20510.83%
LEHIGH VY HLTH NETWRK OBG0.82%
PENNSYLVANIA ST ECON DEV FING AUTH REVENUE0.80%
Pennsylvania Turnpike Commission, Series 2025, RB0.72%
Pennsylvania Turnpike Commission, Series 2020B0.72%
REWORLD HOLDING CORP 3.25% 08-01-390.72%
LANCASTER PA INDL DEV AUTH0.71%
GEISINGER PA(GEIS HLTH SYSTM/KAISER PERM SYS) 5% 2/15/450.68%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE0.68%
Pennsylvania Housing Finance Agency, Series 2026, RB0.68%
Montgomery (County of), PA Industrial Development Authority (Meadwood Senior Living), Series 2018 A, Ref. RB0.67%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.67%
Allegheny (County of), PA Airport Authority (Pittsburgh International Airport), Series 2021 A, RB0.66%
MONT PA HR ED 4% 9/1/20490.66%
Lehigh (County of), PA General Purpose Authority (Lehigh Valley Academy), Series 2022, RB0.64%
PENNSYLVANIA ECONOMIC DEVELOPMENT FINANCING AUTHOR0.63%
PA GEIMED 4 02/15/20470.62%
Bucks County Industrial Development Authority, Series 2021, RB0.61%

IORAX (Feb. 28, 2026)

SecurityWeight
Washington Metropolitan Area Transit Authority, Series 2020 A, RB1.21%
California (State of) County Tobacco Securitization Agency, Series 2006 B, RB1.15%
ILL ST TOLL 5% 1/1/451.06%
Illinois (State of) Regional Transportation Authority, Series 2018 B, RB0.99%
OH BUCGEN 5 06/01/20550.86%
Inland Empire Tobacco Securitization Corp., Series 2007 F, RB0.84%
Indianapolis Local Public Improvement Bond Bank, Series 2025, Ref. RB0.81%
District of Columbia Tobacco Settlement Financing Corp., Series 2006 B, RB0.80%
Water Works Board of the City of Birmingham (The), Series 2016B0.79%
MIAMI-DADE WTSW 4% 10/1/490.78%
SALT RIVER-SER B0.78%
County of Broward Tourist Development Tax Revenue0.77%
State of Hawaii Airports System, Series 2025B0.77%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2022A-10.74%
TX GPTTRN 4 10/01/20450.70%
LOUISIANA STADIUM & EXPOSITION REGD B/E 5.000000000.66%
TOBACCO SETTLEMENT FING CORP N TOBACCO SETTLEMENT FINANCING CORP0.65%
PENNSYLVANIA ST REGD B/E 4.000000000.61%
TSASC, Inc., Series B0.61%
TOBACCO SETTLEMENT FING CORP NJ0.61%
Aurora (City of), CO (Pipeline/Interceptor), Series 2023, RB0.61%
NY ST DORM AUTH PIT 20D SF 4.0% 02-15-470.60%
MSR Energy Authority, Series B0.59%
M-S-R Energy Authority, Series 2009 B, RB0.59%
LOWER AL GAS DIST GAS PROJ REV LWRUTL 09/46 FIXED 50.58%
NYC HSG 4.80% 2/1/20530.58%
Tender Option Bond Trust Receipts/Certificates0.57%
PHILADELPHIA PA AUTH FOR INDL DEV HOSP REVENUE0.57%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.56%
Miami-Dade (County of), FL Transit System, Series 2020 A, RB0.55%
FORNEY TX INDEP SCH DIST0.53%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024A-10.53%
El Paso (City of), TX, Series 2022 A, RB0.52%
NEW YORK NY0.52%
San Antonio, TX Electric and Gas Systems Rev. A0.52%
LOS ANGELES DEPT WTR0.52%
San Diego (County of), CA Regional Airport Authority, Series 2025, RB0.52%
Tender Option Bond Trust Receipts/Certificates0.52%
BLACK BELT ENERGY GAS VAR0.51%
NEW YORK NY REGD B/E 5.250000000.51%
ST LOUIS MO AIR 5.25% 7/1/20490.51%
NJ HLTH CARE FACS-A0.51%
Pennsylvania Housing Finance Agency0.51%
Chicago O'Hare International Airport, Series 2018B0.51%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.50%
Port of Houston Authority, Harris County, Texas, Revenue Bonds, First Lien Series 20230.50%
Maryland Transportation Authority, Revenue Bonds, Transportation Facilities Projects, Series 2021A0.50%
Chicago Midway International Airport, Series 2025, RB0.50%
DALLAS-FORT WORTH TX INTERNATI REGD B/E 5.000000000.50%
MET TRANS AUTH-A-A20.49%

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