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SIMLX vs FKCIX

Shared holdings
9
SIMLX covered by FKCIX
4.91%
FKCIX covered by SIMLX
4.91%

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.

SIMLX (Feb. 27, 2026)

SecurityWeight
LOS ANGELES COUNTY PUBLIC WORKS FINANCING AUTHORITY (TOBS)8.13%
San Francisco City & County Airport Comm-San Francisco International Airport, Series 2019 E5.28%
MSRPWR 6.125 11/1/20294.84%
Alameda Corridor Transportation Authority, Series 2016B3.76%
NRTHRN CA ENRGY3.71%
CALIFORNIA COMMUNITY VAR3.57%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2021 A, Ref. RB3.18%
CA ST PUB WKS-C3.01%
Sacramento Municipal Utility District, Series 2024M2.96%
Stockton Public Financing Authority2.95%
UNITED AIRLINES INC 4.0% 07-15-292.81%
PUERTO RICO SALES TAX FING COR PUERTO RICO SALES TAX FINANCING CORP SALES TAX REV2.77%
CA STWD CMNTYS DEV-A2.39%
SAN FRANCISCO CA CITY2.19%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2022 A-1, RB2.11%
COLBURN SCHOOL (MPT) 1.75% 08-01-552.05%
California Community Choice Financing Authority, Series A1.99%
Rincon Valley Union School District 4.00% 08/01/20491.82%
CALIFORNIA ST MUNI FIN AUTH REVENUE1.79%
California Statewide Communities Development Authority1.67%
California (State of) School Finance Authority (KIPP LA), Series 2015 A, RB1.65%
KIPP SOCAL PUBLIC SCHOOLS OBLIGATED GROUP 5.0% 07-01-371.65%
California Community Choice Financing Authority, Series B-11.61%
CA ST MUNI FIN AUTH-A1.59%
GOLDEN ST TOBACCO SECURITIZATI REGD B/E 5.000000001.51%
LAX INTEGRATED EXPRESS SOLUTIONS LLC 5.0% 12-31-341.43%
CA PCFA WTR FUR 5% 7/1/20391.43%
STHRN CA1.40%
Stockton Public Financing Authority1.39%
RIVER ISLANDS PUBLIC FINANCING RVIGEN 09/44 FIXED OID 4.51.37%
TOBACCO SECURITIZATION AUTH ST TOBGEN 06/48 FIXED 51.36%
Stockton Public Financing Authority1.27%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.16%
California School Finance Authority, Series 2020 A1.08%
CA PCFA WTR FUR 5% 7/1/20291.07%
HUMANGOOD CALIFORNIA OBLIGATED GROUP 4.0% 10-01-391.03%
California (State of) County Tobacco Securitization Agency, Series 2020 A, Ref. RB1.01%
CA STWD CMNTYS0.99%
Tahoe-Truckee Unified School District0.84%
Port of Los Angeles, Series 2024 A 20.79%
PORT OF LOS ANGELES LOSTRN 08/37 FIXED 50.78%
CALIFORNIA ST MUNI FIN AUTH STUDENT HSG REVENUE0.77%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.69%
FOOTHILL ESTRN TRANSP0.68%
RESTRUCTURED-SER A10.60%
River Islands Public Financing Authority, Series 20230.59%
CALIFORNIA ST ENTERPRISE DEV AUTH STUDENT HSG REVENUE0.59%
San Mateo Foster City Public Financing Authority0.56%
PORT OF LOS ANGELES LOSTRN 08/38 FIXED 50.47%
PUERTO RICO SALES TAX FING CORP SALES TAX REVENUE0.43%

FKCIX (March 31, 2026)

SecurityWeight
CA ST PUB WKS BRD-A2.31%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.89%
Los Angeles Department of Water & Power, Series 2017 B1.71%
FOOTHILL E TRANSP-CAB1.55%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2022 A-1, RB1.47%
CALIFORNIA COMMUNITY VAR1.39%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000001.29%
STATE OF CALIFORNIA1.24%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE1.20%
State of California1.18%
California Community Choice Financing Authority, Series 2025G1.18%
CALIFORNIA ST-TXBL1.17%
CALIFORNIA COMMUNITY VAR1.16%
Jurupa Unified School District, Series 2019 C1.11%
California Municipal Finance Authority, Series 2022 A-11.07%
CA STWD 5% 7/1/20551.06%
STHRN CA MET WTR DT-C0.98%
CALIFORNIA COMMUNITY VAR0.97%
California Community Choice Financing Authority, Series 2026 A-10.95%
LOS ANGELES UNIF SD-A0.95%
CALIFORNIA COMMUNITY VAR0.94%
Align Affordable Housing Bond Fund LP, Series 2020-3 TR, Class A0.85%
CALIFORNIA ST EDUCTNL0.83%
LOS ANGELES DEPT WTR0.80%
Los Angeles (City of), CA Department of Airports (Green Bonds), Series 2022 G, RB0.79%
CALIFORNIA ST MUNI FIN AUTH REVENUE0.78%
State of California, Series 2025, GO Bonds0.78%
LELAND STANFORD JUNIOR UNIVERSITY 5.0% 06-01-460.78%
Align Affordable Housing Bond Fund LP, Series 2021-10.77%
STHRN CALIFORNIA ST PUBLIC PWR REGD B/E 5.000000000.74%
California Municipal Finance Authority, Series 2025 A0.73%
Capital Trust Authority, Series 20240.72%
RIVERSIDE TRANSPRNT-B0.71%
Maricopa County Industrial Development Authority, Series 20240.71%
Golden State Tobacco Securitization Corp., Series 2018 A-10.69%
CSCDA COMMUNITY IMPROVEMENT AUTHORITY TOWNE AT GLENDALE APARTMENTS 5.0% 09-01-370.68%
California Statewide Communities Development Authority, Series 20160.66%
SAN RAFAEL CITY ELEMENTARY SCH SRFSCD 08/54 FIXED OID 40.65%
SAN FRANCISCO CO-A0.65%
CSCDA Community Improvement Authority, Series 2021 A-10.59%
CALIFORNIA ST INFRASTRUCTURE & CALIFORNIA INFRASTRUCTURE & ECONOMIC DEVELOPMENT B0.59%
San Diego County Regional Airport Authority, Series 2019A0.58%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.58%
Los Angeles (City of), CA Department of Airports, Series 2020, Ref. RB0.58%
CALIFORNIA ST MUNI FIN AUTH REVENUE0.56%
CA ST MFA MHSG 4% 11/1/20360.56%
City of Riverside, Series 2019 A0.56%
Los Angeles County Metropolitan Transportation Authority, Series 2017 A0.56%
KAISER FOUNDATION HOSPITALS 5.0% 11-01-470.55%
CA MUNI FIN AUTH-A0.54%

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