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SCTIX vs CCSTX

Shared holdings
8
SCTIX covered by CCSTX
4.14%
CCSTX covered by SCTIX
4.14%

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.

SCTIX (March 31, 2026)

SecurityWeight
CALIFORNIA COMMUNITY VAR3.54%
CA ST UNIV-B22.56%
California Community Choice Financing Authority2.01%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB1.91%
FHLMC Multifamily VRD Certificates1.69%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE1.65%
California Community Choice Financing Authority, Series F1.61%
NY TRANS CORP 5% 1/1/2029 @1.54%
TENDER OPTION BOND TRUST RECEIPTS / CTFS VARIOUS STATES1.50%
VICTORY BOULEVARD HOUSING PARTNERS LP (MPT) 3.0% 01-01-461.50%
CALIFORNIA ST INFRASTRUCTURE & ECON DEV BANK REVENUE1.50%
SAN FRANCISCO CA BAY AREA RAPID TRANSIT DIST SALES TAX REV1.46%
MIZUHO FLOATER/RESIDUAL TRUST VARIOUS STATES1.45%
SAN FRANCISCO CITY & COUNTY AIRPORT COMM-SAN FRANCISCO INTERNATIONAL AIRPORT1.44%
SAN JOSE SOUTH 1ST STREET ASSOCIATES LP (MPT) 3.45% 12-01-291.33%
California (State of) Housing Finance Agency, Series 2019 A-2, RB1.31%
LOS ANGELES DEPT-B1.30%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE1.28%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE1.24%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.23%
CALIFORNIA ST MUNI FIN AUTH REVENUE1.19%
PERALTA CA CMNTY CLG DIST1.13%
MIDDLE FORK PROJ FIN AUTH CA1.11%
LOS ANGELES -C-REF1.00%
LOS ANGELES WTR-A-REF0.95%
CALIFORNIA ST POLL CONTROL FING AUTH WTR FURNISHING REVENUE0.92%
Los Angeles (City of), CA, Series 2025, RN0.91%
STHRN CA PUB PWR-B0.90%
SECOND STREET FAMILY LP (MPT) 2.93% 12-01-450.90%
MUNIBOND0.87%
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REVENUE0.85%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.85%
California (State of) Housing Finance Agency, Series 2021-1A, Revenue Ctfs.0.82%
EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS OBLIGATED GROUP 3.85% 11-15-270.78%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.75%
SAN JOSE CA MF HSG REVENUE0.75%
Tender Option Bond Trust Receipts/Certificates0.75%
UNITED AIRLINES INC 5.0% 07-01-290.74%
WILDOMAR FAMILY HOUSING LP (MPT) 3.05% 12-01-640.69%
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REVENUE0.69%
IRVINE RANCH CA WTR DIST COPS0.67%
CALIFORNIA COMMUNITY VAR0.65%
CALIFORNIA ST STWD CMNTYS DEVAUTH STUDENT HSG REVENUE0.63%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.63%
CALIFORNIA COMMUNITY VAR0.63%
CA STWD CMNTYS-C0.62%
CHF-DAVIS I LLC 5.0% 05-15-270.61%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.61%
PARLIER CA UNIF SCH DIST0.61%
San Francisco City & County Airport Comm-San Francisco International Airport0.60%

CCSTX (Jan. 31, 2026)

SecurityWeight
State of California, Series 2025, GO Bonds2.95%
ESTRN CA MUNI WTR DIST WTR W EASWTR 07/46 ADJUSTABLE VAR2.31%
CHEVRON USA INC FRN 11-01-352.15%
CHEVRON USA INC FRN 11-01-352.01%
STATE OF CALIFORNIA 5.0% 04-01-321.86%
UNIV OF CALIFORNIA REVENUES UNVHGR 05/48 ADJUSTABLE VAR1.76%
SIMI VALLEY UNIFIED SCHOOL DISTRICT AG 0.0% 08-01-311.74%
ANTELOPE VLY CLG-A1.62%
PERALTA COMMUNITY COLLEGE DISTRICT 5.0% 08-01-261.62%
PLEASANT VIEW 2024 LP HUD SECT 8 FHA 221(D)(4) (MPT) 2.8% 02-01-281.60%
VIEW AT SAN BRUNO LP (MPT) 5.0% 06-01-561.58%
Napa Valley Community College District, Series 2005B1.50%
STATE OF CALIFORNIA 5.0% 03-01-291.50%
State of California, Series 2025, GO Bonds1.35%
California Community Choice Financing Authority, Series C1.27%
J PAUL GETTY TRUST (MPT) 3.0% 10-01-471.20%
California Community Choice Financing Authority, Series B-11.10%
SILICON VLY CLEAN WTR1.08%
CA STWD CMNTYS DEV-A1.03%
CITY OF OAKLAND CA 5.0% 07-15-291.00%
MET WTR DIST OF STHRN CA WTRWKS REVENUE0.97%
SAN FRANCISCO BAY-H0.94%
RIVERSIDE PUB FIN-A0.93%
STATE OF CALIFORNIA 5.0% 11-01-270.92%
State of California, Series CU0.92%
CALIFORNIA ST MUNI FIN AUTH MF REGD V/R B/E 2.950000000.92%
LOS ANGELES UNIFIED SCHOOL DISTRICT 5.0% 07-01-300.90%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.90%
KAISER FOUNDATION HOSPITALS (MPT) 5.0% 05-01-330.88%
LAKE ISABELLA INVESTMENT GROUP LP (MPT) 2.75% 09-01-280.87%
San Mateo County Community College District, Series 2005B0.87%
BAY AREA TOLL AUTHORITY FRN 04-01-590.86%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.86%
San Francisco Community College District, Series 20250.85%
California Community Choice Financing Authority, Series 2023 E-10.85%
SAN DIEGO USD-SER-F20.85%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023, RB0.84%
LOS ANGELES-C-REF0.83%
RNR SCH FING CMNTY FACS DIST CA 92-1-17A BAM 5.0% 09-01-280.81%
CALIFORNIA COMMUNITY VAR0.81%
SAN JOSE CA MF HSG REVENUE0.81%
SANTA MARGARITA WATER DISTRICT COMMUNITY FACILITIES DISTRICT NO 99-1 5.0% 09-01-290.80%
MET WTR DIST OF STHRN0.78%
GOLDEN TOB-A-CABS0.78%
RCV 1 LP (MPT) 3.35% 09-01-590.77%
SAN FRANCISCO USD-A0.77%
WESTSIDE UNION SCHOOL DISTRICT NATL 0.0% 08-01-270.77%
Ukiah Unified School District, Series 20060.75%
SAN JACINTO UNIFIED SCHOOL DISTRICT COMMUNITY FACILITIES DISTRICT NO 2002-1 5.0% 09-01-270.73%
KAISER FOUNDATION HOSPITALS (MPT) 5.0% 06-01-410.71%

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