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SHORX vs SLMMX

Shared holdings
17
SHORX covered by SLMMX
3.03%
SLMMX covered by SHORX
3.03%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SHORX (April 30, 2026)

SecurityWeight
Metro, Series 20177.70%
State of Oregon6.29%
City of Eugene OR Electric Utility System Revenue5.70%
Washington & Clackamas Counties School District No. 23J Tigar, Series 2019, GO Bonds5.38%
Salem Hospital Facility Authority5.33%
OR FACS AUTH-B-REF5.10%
CLACKAMAS SD #124.60%
Lane County School District No 19 Springfield4.58%
PORT OF PORTLAND OR ARPT REVENUE4.56%
Polk Marion & Benton Counties School District No 13J Central3.96%
Port of Morrow OR3.37%
Oregon State University, Series 2024 A3.32%
Clackamas County School District No. 35 Molalla River, Series 20243.14%
OREGON ST UNIV GEN REVENUE2.76%
Eugene, Oregon, Water Utility System Revenue Bonds, Series 20232.63%
Oregon City School District No 622.62%
WASH M and Y ORE 1J 5% 6/15/20382.60%
OR ST BUS DEV C 3.8% MT2.58%
Port of Portland, Series 25 B2.57%
Oregon State Facilities Authority, Series 2015 C2.30%
OREGON ST HLTH & SCIENCE UNIV REVENUE2.17%
OR ST FACS 5% 6/1/20461.97%
HERMISTON OR1.76%
Salem Hospital Facility Authority, Series 20181.62%
Multnomah County School District No 401.55%
OR MFDMED 5 08/15/20451.32%
SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.000000001.22%
Multnomah County School District No 401.13%
Keizer, Oregon, General Obligation Assessment Bonds, Keizer Station Area A Local Improvement District, Series 20081.00%
Multnomah County School District No 400.95%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.63%
WILLAMETTE VIEW OBLIGATED GROUP 5.0% 11-15-470.62%
State of Oregon Department of Transportation, Series 20240.57%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.49%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.41%
RESTRUCTURED-SER A10.37%
RESTRUCTURED-SER A-20.33%
RESTRUCTURED-SER A10.31%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.22%
PUERTO RICO SALES TAX FING CORP SALES TAX REVENUE0.11%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.550000000.05%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.03%
RESTRUCTURED-SER A10.02%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-CABS-SER0.01%

SLMMX (Feb. 27, 2026)

SecurityWeight
MASS DEVEL FIN VAR MT7.24%
Massachusetts Development Finance Agency6.16%
MASSACHUSETTS ST DEV FIN AGY REVENUE6.00%
MASSACHUSETTS ST DEV FIN AGY REVENUE5.12%
MASS DEVEL FIN 5% 7/1/20504.99%
MASSACHUSETTS ST DEV FIN AGY REVENUE4.66%
Town of Plymouth MA4.56%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.000000004.48%
MASSACHUSETTS ST PORT AUTH4.28%
MASSACHUSETTS ST SPL OBLIG DEDICATED TAX REV FGIC4.03%
MBTA SLS TAX 5.25% 7/1/20543.55%
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY3.50%
MA ST TRANS REV 5% 6/1/553.49%
MASSACHUSETTS ST DEV FIN AGY REVENUE3.31%
MASSACHUSETTS ST DEV FIN AGY S MASSACHUSETTS DEVELOPMENT FINANCE AGENCY3.23%
MASSACHUSETTS DEV FIN AGY NATIONAL CHRT SCH REVOLVING LOAN F3.12%
MASSACHUSETTS ST MUNI WHOLESALE ELEC COMPANY3.06%
Massachusetts Development Finance Agency2.97%
MASS DEVEL FIN 4% 7/1/20462.90%
ORCHARD COVE OBLIGATED GROUP 5.0% 10-01-492.33%
MA ST DEV FIN AGY REV BOSTON UNIV-SER U-6C LOC JPMORGAN2.32%
MASSACHUSETTS ST DEV FIN AGY REVENUE2.31%
MASSACHUSETTS ST DEV FIN AGY REVENUE2.01%
MA ST DFA 5% 10/1/312.00%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.68%
RESTRUCTURED-SER A-20.96%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.86%
ORCHARD COVE OBLIGATED GROUP 5.0% 10-01-390.85%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.84%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.83%
RESTRUCTURED-SER A10.75%
RESTRUCTURED-SER A10.39%
Massachusetts Development Finance Agency, Series 2024 U-10.33%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.29%
PUERTO RICO SALES TAX FING CORP SALES TAX REVENUE0.23%
RESTRUCTURED-SER A10.12%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.550000000.10%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.05%
RESTRUCTURED-SER A10.02%
RESTRUCTURED-SER A10.02%
RESTRUCTURED-SER A10.02%
RESTRUCTURED-SER A10.02%
RESTRUCTURED-SER A10.02%
RESTRUCTURED-CABS-SER0.02%

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