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PIMAX vs HTAX

Shared holdings
20
PIMAX covered by HTAX
8.58%
HTAX covered by PIMAX
8.58%

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%

HTAX (March 31, 2026)

SecurityWeight
VIRGINIA ST CMWLTH UNIV HLTH S REGD V/R B/E 2.450000001.84%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000001.84%
Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 20181.79%
Wisconsin (State of) Public Finance Authority, Series 2023, RB1.46%
RESTRUCTURED-SER A11.45%
Black Belt Energy Gas District, Series 2025 G1.44%
OR FACS AUTH-B-REF1.32%
Louisiana Publics Facilities Authority, Louisiana, Revenue Bonds, I-10 Calcasieu River Bridge Public-Private Partnership Project, Senior Lien Series 21.30%
MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH REVENUE1.29%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20221.26%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.25%
WI PUBTRN 5.75 12/31/20651.21%
OH BUCGEN 5 06/01/20551.12%
WI PUBTRN 6.5 12/31/20651.01%
HOUSTON TX HOTEL OCCUPANCY TAX & SPL REVENUE0.99%
San Diego County Regional Airport Authority, Series 2025B0.97%
Washington Metropolitan Area Transit Authority Dedicated Revenue, Series 2025, RB0.97%
SALT RIVER-SER B0.96%
IL CHITRN 5.25 01/01/20610.95%
MN AGRIC ECON DEVBRD0.94%
AEROTROPOLIS REGL TRANPRTN AUT REGD B/E 5.500000000.94%
CA PCFA WTR FUR 5% 11/21/20450.93%
CALIFORNIA ST MUNI FIN AUTH REVENUE0.93%
VALPARAISO-REF-REV0.93%
NY NYTTRN 5.5 06/30/20600.92%
CHICAGO IL BRD OF EDU REGD OID B/E 5.500000000.92%
FL ST DFC(BRIGHTLINE FL)/AGM 5.25% 7/1/53@0.90%
TX PABSTC 5% 6/30/2058@0.89%
PUBLI FI 74447D 5% 2/1/20620.87%
FLORIDA HEALTH SCIENCES CENTER INC OBLIGATED GROUP 5.25% 08-01-510.86%
Wildwood (City of), FL Village Community Development Disctrict No. 15, Series 2024, RB0.86%
IL CHIEDU 5 12/01/20420.82%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.81%
Maricopa (County of), AZ Industrial Development Authority (Commercial Metals Co.), Series 2022, RB0.79%
Illinois Finance Authority, Series 20260.77%
VALPARAISO-REF-REV0.75%
Mobile (County of), AL Industrial Development Authority (AM/NS Calvert LLC), Series 2024, RB0.75%
CA STWD 5% 12/1/20460.74%
OU MEDICINE OBLIGATED GROUP 5.5% 08-15-520.73%
George L. Smith II GA World Congress Center Auth. Rev. (Convention Center Hotel) A0.69%
PENNSYLVANIA ST HGR EDUCTNL FA REGD B/E 5.500000000.69%
Denver Health & Hospital Authority, Series 20180.68%
CHICAGO IL BRD OF EDU REGD B/E 5.000000000.67%
COLORADO ST HLTH FACS AUTH REV REGD B/E 3.000000000.66%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 4.0% 06-15-500.66%
Capital Trust Authority, Series 2024A0.65%
KALISPELL MT HSG & HLTHCARE FA REGD B/E 5.250000000.65%
CALIFORNIA COMMUNITY VAR0.64%
City of Bethel, Series 20240.63%
Puerto Rico Industrial Development Co., Series 20230.62%

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