Compare fund portfolios

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

vs

SHMMX vs LSMSX

Shared holdings
165
SHMMX covered by LSMSX
33.08%
LSMSX covered by SHMMX
33.08%

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.

SHMMX (Feb. 27, 2026)

SecurityWeight
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A1.44%
STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-481.25%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.21%
State of Illinois, Series D1.21%
CALIFORNIA COMMUNITY VAR1.08%
NEW YORK ST DORM AUTH ST PERSONAL INCOME TAX REVENUE1.00%
NY ST DORM DASNY PIT 20A 4.0% 03-15-450.96%
NYC TRANSITIONAL -C-10.95%
PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT 5.250000000.90%
NY TRANS CORP 5% 7/1/46 @0.89%
MSR Energy Authority, Series B0.87%
TRIBOROUGH NY BRIDGE & TUNNEL REGD B/E 5.000000000.76%
NASHVILLE& DAVIDSON-C0.73%
NY NYCUTL 5.25 06/15/20520.71%
NY TRANS CORP(JFK INT NEW ONE)/AGM 5.13% 6/30/60@0.71%
ILL ST TOLL 5% 1/1/20420.70%
NY TRANS CORP 5.375% 6/30/2060 @0.70%
NOVANT HEALTH OBLIGATED GROUP 5.0% 12-01-350.69%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.66%
NYC WTR 4% 6/15/20510.64%
CHICAGO IL BRD OF EDU REGD B/E 5.000000000.64%
NY TRANS CORP 5% 7/1/41 @0.64%
BAY AREA TOLL-VAR A0.61%
Public Energy Auth. of Kentucky Gas Supply Rev. Refg. C0.61%
CALIFORNIA ST MUNI FIN AUTH REVENUE0.60%
FL BROAPT 5 10/01/20450.59%
NOVANT HEALTH OBLIGATED GROUP 5.0% 06-01-550.59%
NY MTA DED 4% 11/15/20540.58%
NV CLA 5 05/01/20480.56%
STATE OF NEW JERSEY 5.0% 06-15-420.53%
STATE OF NEW YORK PERSONAL INCOME TAX REVENUE 4.0% 02-15-400.51%
RESTRUCTURED-SER A10.51%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 4.0% 06-15-500.51%
NYC MUNI WTR FIN-AA-30.49%
CALIFORNIA COMMUNITY VAR0.48%
Chandler Industrial Development Authority, Series 20190.47%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.47%
NJ TRANSPRTN TRUST-CC0.46%
LANCASTER H AUT 5% 11/1/20460.46%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.45%
NY TRANS CORP 5% 1/1/2032 @0.45%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.45%
NYC TRANSITIONAL FIN0.43%
NYC TRANS FIN-F10.43%
California Community Choice Financing Authority, Series B-10.42%
Southeast Energy Authority, Alabama, Revenue Bonds, Cooperative District Energy Supply Series 2025B0.42%
AL ALSFAC 5.25 07/01/20470.42%
ELGIN TX ISD 4% 8/1/20490.40%
Jefferson (County of), AL, Series 2024, Ref. Revenue Wts.0.40%
California Community Choice Financing Authority, Series 2025G0.40%

LSMSX (Feb. 27, 2026)

SecurityWeight
NYC-D4-ADJ3.69%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB2.38%
ILLINOIS ST FIN AUTH REVENUE2.36%
STATE OF NEW JERSEY NATL 0.0% 12-15-312.20%
NYC MUNI WTR FIN-BB2.18%
CALIFORNIA COMMUNITY VAR1.96%
MET NASHVILLE TN ARPT AUTH ARPT REVENUE1.61%
PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT 5.250000001.41%
State of Illinois1.38%
NOVANT HEALTH OBLIGATED GROUP 5.0% 12-01-351.18%
Energy Southeast A Cooperative District, Series B-11.16%
CTR PLN ENG GAS 5% 9/1/20331.15%
CTR TX RMA 4% 1/1/20511.15%
CHICAGO IL BRD OF EDU CHIEDU 12/40 FIXED 51.14%
Public Energy Auth. of Kentucky Gas Supply Rev. Refg. C1.13%
OR FACS AUTH-B-REF1.13%
IL CHI 5.5 01/01/20391.11%
New York State Urban Development Corp. (Bidding Group 3), Series 2023 A, RB1.08%
NY NYCUTL 5.25 06/15/20521.08%
NY TRANSPRTN DEV CORP1.07%
Chandler Industrial Development Authority1.04%
NOVANT HEALTH OBLIGATED GROUP 5.0% 06-01-551.03%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000001.00%
PORT NY NJ 4% 7/15/2045 @0.99%
NY MTA DED 4% 11/15/20540.95%
INDIANA ST FIN AUTH HLTH SYS R INSMED 12/49 FIXED 40.95%
NYC GO 23A-4 Q=TD V10.92%
CALIFORNIA COMMUNITY VAR0.91%
NY TRANSPRTN DEV -AMT0.86%
CHICAGO IL BRD OF EDU REGD B/E 5.000000000.83%
Black Belt Energy Gas District (The) (Gas), Series 2022 F, RB0.82%
CHICAGO IL BRD OF EDU DEDICATE REGD B/E 5.750000000.82%
Jefferson (County of), AL, Series 2024, Ref. Revenue Wts.0.81%
California Community Choice Financing Authority, Series 2025G0.81%
Chandler Industrial Development Authority, Series 20190.79%
RESTRUCTURED-SER A10.78%
NY TRANS CORP 5% 6/30/2049 @0.78%
NY TRANS CORP 5% 7/1/46 @0.77%
NY TRANSPRTN DEV -AMT0.77%
ELGIN TX ISD 4% 8/1/20490.73%
WV HOSP FIN AUTH-C0.72%
Van Alstyne Independent School District0.71%
New York City Housing Development Corp0.67%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB0.63%
Oneida County Local Development Corp., Series A0.60%
LONGVIEW TX ISD 4% 2/15/20490.59%
DENVER CO ARPT 5% 11/15/2032 @0.58%
Black Belt Energy Gas District, Series D0.57%
MTRO WA DC ARPT 5% 10/1/2030 @0.57%
SALT VERDE FINL CORP GAS REV ARIZ SR0.56%

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