Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

SCMAX vs DELIX

Shared holdings
4
SCMAX covered by DELIX
2.24%
DELIX covered by SCMAX
2.24%

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.

SCMAX (March 31, 2026)

SecurityWeight
MA WTR RES REF-BEN-B3.16%
MASSACHUSETTS ST PORT AUTH2.85%
MA ST TRANS REV 5% 6/1/552.82%
MA ST 5% 7/1/20482.79%
MASSACHUSETTS ST BAY TRANSPRTN AUTH SALES TAX REVENUE2.75%
MA ST-A2.69%
MASSACHUSETTS ST WTR POLL ABATEMENT TRUST2.47%
MASSACHUSETTS ST PORT AUTH SPL FACS REVENUE2.02%
ATTLEBORO MA1.98%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.93%
MASSACHUSETTS ST PORT AUTH1.91%
UNIV OF MASSACHUSETTS MA BLDG AUTH REVENUE1.67%
MASSACHUSETTS DEV FIN AGY NATIONAL CHRT SCH REVOLVING LOAN F1.65%
MASSACHUSETTS ST EDUCTNL FING REGD N/C B/E AMT 5.000000001.59%
MASSACHUSETTS ST PORT AUTH SPL FACS REVENUE1.56%
MASS DEVEL FIN 4% 7/1/20461.52%
MA ST 5.25% 10/1/20471.43%
MASSACHUSETTS ST PORT AUTH1.42%
MASSACHUSETTS ST HLTH & EDUCTN REGD V/R B/E 2.810000001.42%
SALEM COMMUNITY CORP OBLIGATED GROUP 5.25% 01-01-501.34%
MASSACHUSETTS ST WTR RESOURCES AUTH1.25%
MASSACHUSETTS ST HSG FIN AGY HSG REVENUE1.25%
MASS DEVEL FIN 4% 7/1/20501.22%
WORCESTER MA1.20%
MASSACHUSETTS ST TRANSPRTN FUND REVENUE1.20%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.19%
CAMBRIDGE MA1.18%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.14%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.000000001.13%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.13%
MASSACHUSETTS ST1.12%
MA ST EDU FIN AUTH-B1.12%
MA ST DFA 5% 10/1/371.10%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.05%
NEWBRIDGE ON THE CHARLES INC OBLIGATED GROUP 5.0% 10-01-571.03%
MASSACHUSETTS ST EDUCTNL FING MASSACHUSETTS EDUCATIONAL FINANCING AUTHORITY0.99%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.96%
MASSACHUSETTS ST HLTH & EDUCTNL FACS AUTH REVENUE0.95%
MBTA SLS TAX 5.25% 7/1/20540.95%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E AG 5.500000000.88%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.85%
MASSACHUSETTS ST HSG FIN AGY HSG REVENUE0.84%
MASSACHUSETTS ST-B0.84%
MA ST DEV FIN AGY-A-20.83%
RESTRUCTURED-SER A10.83%
MA ST TRANS REV 5% 6/1/480.83%
MA ST 3% 4/1/20480.82%
MA H/E VAR-R-HARVARD0.82%
MASSACHUSETTS ST SCH BLDG AUTH SALES TAX REVENUE0.80%
MASS DEVEL FIN 5% 7/1/20440.79%

DELIX (Feb. 27, 2026)

SecurityWeight
PENNSYLVANIA ST ECON DEV FING AUTH SOLID WASTE DISPOSAL REV3.18%
ALLEGHENY HEALTH NETWORK OBLIGATED GROUP 5.0% 04-01-472.84%
City of Philadelphia PA Airport Revenue2.65%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000002.65%
Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 20182.15%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.95%
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OBLIGATED GROUP 4.0% 08-15-491.79%
PHILADELPHIA PA AUTH FOR INDL DEV UNIV REVENUE1.60%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2024C1.46%
PENNSYLVANIA TURNPIKE COMMISSION 3.0% 12-01-511.41%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE1.40%
PENNSYLVANIA ST HGR EDUCTNL FA REGD B/E 5.500000001.38%
Southeastern Pennsylvania Transportation Authority, Revenue Bonds, Asset Improvement Series 20221.35%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20221.32%
PENNSYLVANIA ST ECON DEV FING AUTH UPMC REVENUE1.31%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE1.30%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000001.25%
THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND1.23%
PA CUMGEN 4 11/01/20441.20%
Pennsylvania Turnpike Commission Oil Franchise Tax Revenue1.16%
PENNSYLVANIA ST UNIV1.12%
ALLENTOWN PA NEIGHBORHOOD IMPT ZONE DEV AUTH TAX REVENUE1.11%
THOMAS JEFFERSON UNIVERSITY OBLIGATED GROUP 4.0% 05-01-521.11%
PHIL PA GAS 5.25% 8/1/20491.08%
Moon Industrial Development Authority1.03%
MONT PA IDA 5.375% 1/1/20501.03%
PENNSYLVANIA ST ECON DEV FINGAUTH EXEMPT FACS REVENUE1.02%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE0.99%
MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 5.125% 11-01-380.98%
MONTGOMERY HGR EDU-B0.93%
Pennsylvania Housing Finance Agency, Single Family Mortgage Revenue Bonds, Social Series 2025-148A0.91%
Allegheny (County of), PA Airport Authority (Pittsburgh International Airport), Series 2021 A, RB0.90%
LEHIGH VY HLTH NETWRK OBG0.89%
Allegheny (County of), PA Industrial Development Authority (United States Steel Corp.), Series 2019, Ref. RB0.88%
Marple Newtown School District0.88%
Pennsylvania Turnpike Commission Oil Franchise Tax Revenue0.87%
PHIL PA WTR 5% 9/1/20420.85%
Pennsylvania Turnpike Commission, Series 2019A0.82%
Pennsylvania Turnpike Commission, Series 2026A0.81%
Southeastern Pennsylvania Transportation Authority, Series 20220.80%
TEL HAI RETIREMENT COMMUNITY OBLIGATED GROUP 5.25% 06-01-550.78%
MONTGOMERY HGR EDU-B0.77%
PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE0.76%
Cumberland County Municipal Authority, Series 20190.76%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.76%
PHIL PA AIRPORT 4% 7/1/2046 @0.75%
PENN HIGHLANDS HEALTHCARE OBLIGATED GROUP 4.0% 07-15-500.73%
ALLENTOWN PA CO 5% 7/1/2059 144A0.71%
PHILADELPHIA PA AUTH FOR INDL DEV HOSP REVENUE0.69%
RESTRUCTURED-SER A-20.68%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.