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PIMAX vs BATEX

Shared holdings
28
PIMAX covered by BATEX
7.50%
BATEX covered by PIMAX
7.50%

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.

PIMAX (Feb. 28, 2026)

SecurityWeight
City of Hammond IN3.50%
GOLDEN ST TOBACCO SECURITIZATI REGD ZCP OID B/E 0.000000002.51%
GOLDEN ST TOBACCO-A12.26%
BUCKEYE TOBACCO SETTLEMENT FIN BUCGEN 06/57 ZEROCPNOID 02.26%
Nassau County Tobacco Settlement Corp., Series A-32.10%
WI PUBTRN 5.75 06/30/20602.05%
Arlington Higher Education Finance Corp1.99%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000001.99%
Vail Home Partners Corp., Series 20251.91%
Southwestern Illinois Development Authority1.64%
Kansas Development Finance Authority Revenue Bonds, Village Shalom Project, Series 2018A1.57%
Phoenix Industrial Development Authority, Arizona, Multi-Family Housing Revenue Bonds, 3rd and Indian Road Assisted Living Project, Series 20161.45%
Inland Empire Tobacco Securitization Corp., Series 2007C-11.41%
GA PWR - SOUTHERN CO 18-1 V11.34%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000001.33%
Greater Texas Cultural Education Facilities Finance Corp1.29%
Delaware (County of), PA Industrial Development Authority (Mercy Health Corp. of Southeastern PA), Series 2016 A, RB1.19%
FL ST DEV FIN CORP1.18%
Indiana (State of) Housing & Community Development Authority (Lake Meadows Assisted Living), Series 2019 A, RB1.17%
New York Counties Tobacco Trust IV, Tobacco Settlement Pass-Through Bonds, Turbo Term Series 2005A1.16%
INDIANA ST HSG & CMNTY DEV AUTH MF HSG REVENUE1.13%
County of Otero NM1.12%
City of Detroit MI1.11%
PUERTO RICO CMWLTH1.11%
Westchester County Local Development Corp. (Purchase Senior Learning Community, Inc.), Series 2021, Ref. RB1.04%
UNITED STATES STEEL CORP 5.45% 09-01-520.99%
PORT OF PORT ARTHUR TX NAV DIST0.98%
City of Anderson, Series 2020 A0.98%
VA TOBGEN 6.71 06/01/20460.96%
ARLINGTON TX HGR EDU FIN CORP EDU REVENUE0.96%
DESERTXPRESS ENTERPRISES LLC (MPT) 12.0% 01-01-650.95%
WI PUBTRN 5.75 12/31/20650.95%
New York Counties Tobacco Trust VI, Series A-2B0.92%
AEROTROPOLIS REGL TRANPRTN AUT REGD B/E 5.750000000.92%
New York Counties Tobacco Trust VI, Series 2016 A-2, Ref. RB0.91%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.89%
Michigan Strategic Fund0.88%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.87%
Michigan Finance Authority0.84%
Philadelphia Authority for Industrial Development, Pennsylvania, Revenue Bonds, Mariana Bracetti Academy Project, Taxable Series 2020B0.84%
District of Columbia Tobacco Settlement Financing Corp., Series 2006 A, RB0.81%
PORT PORT ARTHUR TX NAV DIST VAR-MOTIVA ENTERPRISES PJ-A0.80%
California Municipal Finance Authority0.80%
CAPITAL TRUST AGY FL STUDENT HSG REVENUE0.80%
Puerto Rico Industrial Development Co., Series 20230.79%
Philadelphia Authority for Industrial Development0.78%
ARKANSAS ST DEV FIN AUTH INDL REGD B/E AMT 6.875000000.75%
OH BUCGEN 5 06/01/20550.75%
COLORADO EDUCTNL & CULTURAL AUTH REVENUE0.74%
PUERTO RICO TOLLROADS LLC 5.75% 07-01-490.74%

BATEX (March 31, 2026)

SecurityWeight
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20222.14%
MASSACHUSETTS ST MAS 12/54 FIXED 51.53%
NY NYCGEN 5 11/01/20501.21%
DESERTXPRESS ENTERPRISES LLC (MPT) 12.0% 01-01-651.19%
PUERTO RICO CMWLTH0.99%
OH BUCGEN 5 06/01/20550.90%
GOLDEN ST TOBACCO SECURITIZATI REGD ZCP OID B/E 0.000000000.88%
Mobile (County of), AL Industrial Development Authority (AM/NS Calvert LLC), Series 2024, RB0.86%
CHICAGO IL BRD OF EDU REGD OID B/E 5.750000000.86%
BLACK BELT ENERGY GAS VAR0.84%
District of Columbia Income Tax Revenue (TOBs)0.82%
NY TRANSPRTN DEV CORP0.81%
Sabine-Neches Navigation District (TOBs)0.81%
TX PABSTC 5% 6/30/2058@0.81%
FL ST DFC 5% 7/1/2044 @0.74%
ORANGE HLTH FACS-A0.74%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.73%
NEW YORK ST DORM AUTH ST PERSONAL INCOME TAX REVENUE0.70%
WISCONSIN ST HLTH & EDUCTNL FACS AUTH REVENUE0.70%
Salem Hospital Facility Authority (Salem Health), Series 2019, Ref. RB0.69%
PRATT PAPER OH LLC 4.5% 01-15-480.68%
PORT NY NJ 4% 7/15/55@0.67%
MET TRANSPRTN AUTH NY DEDICATED TAX FUND0.66%
Pennsylvania Turnpike Commission, Series 2020A0.66%
COLORADO EDUCTNL & CULTURAL AUTH REVENUE0.60%
UNIV OF COLORADO CO HOSP AUTH UCOMED 11/35 ADJUSTABLE VAR0.60%
Louisiana (State of) Public Facilities Authority (I-10 Calcasieu River Bridge), Series 2024, RB0.59%
PORT OF MORROW OR REGD B/E 5.150000000.55%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.55%
RESTRUCTURED-SER A10.53%
HOUSTON TX ARPT SYS REVENUE0.53%
NYC TRANSITIONAL-E40.52%
NEW YORK ST TWY-A-REF0.52%
Metropolitan Atlanta Rapid Transit Authority, Series 2025A0.50%
OKLAHOMA ST DEV FIN AUTH REGD B/E 7.250000000.50%
Maricopa (County of), AZ Industrial Development Authority (Commercial Metals Co.), Series 2022, RB0.49%
RB (Triangle Expressway) Series 20190.48%
PUBLIC FIN AUTH WI SPL REVENUE0.47%
Mobile (County of), AL Industrial Development Authority (AM/NS Calvert LLC), Series 2024, RB0.46%
AZ HLTH FACS AUTH-C0.46%
STATE OF NEW JERSEY 4.0% 06-15-450.44%
PA GEIMED 4 02/15/20470.44%
Escambia County Health Facilities Authority0.43%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.42%
Redtail Ridge Metropolitan District, Series 2025, GO Bonds0.40%
MS BUS-VAR-E-CHEVRON0.40%
UNITED AIRLINES INC 4.0% 07-15-290.39%
TENNERGY CORP TN GAS REVENUE TGYPWR 10/53 ADJUSTABLE VAR0.39%
MOHEG CT 608327 7.00% 2/1/20450.39%
BALDWIN CNTY AL INDL DEV AUTH REGD V/R B/E AMT 4.300000000.38%

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