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PTYIX vs HYMAX

Shared holdings
125
PTYIX covered by HYMAX
17.91%
HYMAX covered by PTYIX
17.91%

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.

PTYIX (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%

HYMAX (March 31, 2026)

SecurityWeight
OH BUCGEN 5 06/01/20552.10%
NY TRNSPRTN DEV CRP-A1.81%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.40%
KEISER UNIVERSITY OBLIGATED GROUP 6.25% 07-01-551.11%
Louisiana (State of) Public Facilities Authority (I-10 Calcasieu River Bridge), Series 2024, RB1.06%
RESTRUCTURED-SER A11.05%
TOWER HEALTH OBLIGATED GROUP 5.0% 06-30-390.95%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.95%
WI PUBTRN 5.75 12/31/20650.88%
CA STWD 5.50% 12/1/20580.88%
LOMA LINDA UNIVERSITY MEDICAL CENTER OBLIGATED GROUP 5.25% 12-01-560.85%
NY TRANS CORP 5.375% 6/30/2060 @0.79%
IL CHIEDU 4 12/01/20470.76%
NY TRANS CORP 5% 8/1/2031 AMT0.75%
DEVELOPMENT AUTHORITY OF APPLING COUNTY0.73%
GOLDEN ST TOBACCO SECURITIZATI REGD ZCP OID B/E 0.000000000.71%
WI PUBTRN 5.75 06/30/20600.71%
VIRGINIA TOBACCO SENIOR-SER B10.70%
OH ST AIR QUALI 5% 7/1/20490.70%
New Hampshire Business Finance Authority0.67%
TOBACCO SETTLEMENT FING CORP V TOBGEN 06/47 ZEROCPNOID 00.64%
King County Public Hospital District No. 4, Series 2025A0.59%
PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 6.000000000.58%
Sierra Vista Industrial Development Authority, Series 20230.55%
NY NYTTRN 5.5 06/30/20600.54%
OU MEDICINE OBLIGATED GROUP 5.5% 08-15-570.54%
NY TRANSPRTN DEV CORP0.52%
SKY HARBOUR CAPITAL LLC OBLIGATED GROUP 4.25% 07-01-540.48%
MASSACHUSETTS ST DEV FIN AGY S REGD OID B/E 6.500000000.46%
NY BUIGEN 7 12/15/20650.46%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.46%
Monroe County Hospital Authority/PA0.45%
VIRGINIA ST SMALL BUSINESS FIN REGD B/E AMT 4.000000000.45%
SLF CHP LLC 6.5% 07-01-560.44%
DESERTXPRESS ENTERPRISES LLC (MPT) 12.0% 01-01-650.44%
South Carolina Jobs-Economic Development Authority0.43%
CA PUB FIN AUTH-A-10.42%
ARKANSAS ST DEV FIN AUTH INDL REGD B/E AMT 7.375000000.42%
Mobile (County of), AL Industrial Development Authority (AM/NS Calvert LLC), Series 2024, RB0.42%
UNITED STATES STEEL CORP 5.75% 10-01-490.42%
RESTRUCTURED-SER A10.41%
WI PUBGEN 07/01/20600.41%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH SENIOR LIVING REVENUE0.41%
UNITED STATES STEEL CORP 5.7% 05-01-530.41%
PORT OF BEAUMONT NAVIGATION DISTRICT0.41%
BERKS PA MUN AU 3% 6/30/20440.40%
Black Belt Energy Gas District (The) (Gas), Series 2022 F, RB0.40%
E-470 Public Highway Authority, Colorado, Senior Revenue Bonds, Series 2000B0.39%
Washington County, Ohio, Hospital Facilities Revenue Bonds, Memorial Health System Obligated Group, Series 20220.39%
GRAPEVINE WASH LOCAL DIST UT0.39%

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