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ORTCX vs MMMA

Shared holdings
5
ORTCX covered by MMMA
3.98%
MMMA covered by ORTCX
3.98%

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.

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%

MMMA (April 30, 2026)

SecurityWeight
Natomas Unified School District4.37%
SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE4.06%
PA PASMED 5 06/15/20313.84%
Black Belt Energy Gas District3.80%
LOS ANGELES DEPARTMENT OF WATER & POWER WATER SYSTEM REVENUE BAM 5.0% 07-01-443.78%
Chicago O'Hare International Airport, Series E3.74%
NRTHRN CA ENRGY3.72%
Main Street Energy, Inc., Series D3.71%
IL TOLL HWY AUTH-B3.67%
DENVER COLO CITY & CNTY MULTIFAMILY HSG REV BDS 5%, DUE 11/1/20523.61%
AZ ST INDL DEV AUTH-A3.59%
CHICAGO ILLIN 6% 4/1/20463.57%
NH NFADEV 11/20/20423.41%
DREY-GVT CSH-I3.26%
CO ST HLTH FACS AUTH3.03%
IA CDRSCD 5.25 01/01/20512.76%
Minnesota Municipal Gas Agency2.75%
METRO TRANSP AUTH-A12.58%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000002.52%
CHICAGO ILL BRD ED CAP APPREC-SCH REFORM-B-1 FGIC2.27%
FREDERICK CO -REV2.16%
City of Cedar Park TX2.09%
THE CHILDRENS TRUST FUND PR TOBACCO SETTLEMENT REVENUE1.97%
West Williamson County Municipal Utility District No 21.96%
Connecticut State Health & Educational Facilities Authority, Series A1.80%
Town of Bridgeville, Series 20241.77%
NORTH CAROLINA ST MED CARE COMMISSION RETMNT FACS REVENUE1.76%
City of Chicago, Series A1.75%
WA ST HLTH CAR 4% 7/1/20421.65%
Wildflower Improvement Association1.45%
Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 20181.45%
WISCONSIN CENTER DIST WI TAX R WISGEN 12/45 ZEROCPNOID 01.42%
OH BUCGEN 5 06/01/20551.40%
ALDINE ISD-REF1.33%
BUCKEYE TOBACCO SETTLEMENT FIN BUCGEN 06/48 FIXED 31.25%
New Jersey Transportation Trust Fund Authority, Transportation System Bonds, Series 2015AA1.24%
Legacy Community Authority, Wheat Ridge, Colorado, Limited Tax Supported Revenue Bonds, Series 2025A0.90%
GRANARY METROPOLITAN DISTRICT NO 9 SPECIAL ASSESSMENT DISTRICT NO 1 5.45% 12-01-440.90%
New Hope Cultural Education Facilities Finance Corp. (Westminster), Series 2021, RB0.79%
North Richland Hills, Texas, Special Assessment Revenue Bonds, City Point Public Improvement District Zone B Project, Series 20190.71%
Texas Transportation Commission, Series 2019 A0.67%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.47%
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY0.35%
California Municipal Finance Authority0.32%
District of Columbia, Series A0.17%
Birmingham Special Care Facilities Financing Authority, Alabama, Revenue Bonds, Methodist Home for the Aging, Refunding Series 2015-10.10%
Puerto Rico, General Obligation Bonds, Clawback Highway Transportation Authority Claims Taxable Series 20220.10%

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