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SRMSX vs FSHAX

Shared holdings
8
SRMSX covered by FSHAX
3.23%
FSHAX covered by SRMSX
3.23%

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.

SRMSX (Jan. 31, 2026)

SecurityWeight
Halifax County Industrial Development Authority, Virginia Electric and Power, Series 2010A2.20%
Black Belt Energy Gas District (The), Series 2022 B-1, RB2.03%
Louisville-Jefferson County Metropolitan Government, Kentucky, Pollution Control Revenue Bonds, Louisville Gas and Electric Company Project, Series 202.01%
OKLAHOMA ST INDUSTRIES AUTH EDL FACS LEASE REVENUE1.87%
DALLAS TX1.78%
FT BEND TX ISD 4% 8/1/20541.77%
Great Lakes Water Authority Sewage Disposal System Revenue1.62%
MATANUSKA-SUSITNA BORO AK LEASE REVENUE1.58%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX1.49%
WISCONSIN ST HLTH & EDUCTNL FACS AUTH REVENUE1.47%
STATE OF NORTH CAROLINA 5.0% 06-01-281.47%
Wisconsin (State of), Series 2025, Ref. GO Bonds1.43%
TRINITY HEALTH CORP OBLIGATED GROUP 5.0% 12-01-261.41%
State of Illinois, Series D1.41%
Commonwealth Financing Authority, Tobacco Master Settlement Payment1.40%
MAIN STR NAT GA 4% 3/1/20501.39%
WASTE MANAGEMENT INC (MPT) 4.6% 10-01-461.39%
St. John the Baptist Parish, LA Rev. Refg. (Marathon Oil Corporation) A-11.39%
WILMINGTON NC HSG AUTH MF REVE REGD V/R B/E 2.950000001.39%
CALIFORNIA ST MUNI FIN AUTH REVENUE1.38%
NY NYCGEN 08/01/20421.38%
BLKR-LI MUNI-INS1.38%
MASSACHUSETTS ST DEV FIN AGY REVENUE1.34%
UNIV OF TEXAS TX UNIV REVENUES1.29%
COLORADO ST HSG & FIN AUTH1.28%
HOUSTON TX HOTEL OCCUPANCY TAX & SPL REVENUE1.22%
MI MISFIN 04/15/20471.21%
AUSTIN TX1.21%
HARRIS COUNTY CULTURA VAR1.14%
PENNSYLVANIA ST ECON DEV FING AUTH UPMC REVENUE1.14%
PUBLIC FIN AUTH WI TAX EXEMPT POOLED SECURITIES1.13%
LOS ANGELES-E-REF1.10%
Harris County, Texas, Toll Road Revenue Bonds, Refunding First Lien Series 2024A1.08%
Jefferson (County of), AL, Series 2024, Ref. RB1.06%
NJ ST ECON DEV AUTH1.05%
STATE OF NEW YORK ST AID WITHHLDG 5.0% 07-15-321.01%
SOUTHEAST ENERGY AUTH VAR0.98%
PORT NY NJ 5% 10/15/2032 @0.97%
DFW ARPT 5% 11/1/2050 MT @0.96%
School Board of Miami-Dade County (The), Series 2025, COP0.92%
MARICOPA CO IND DEV-D0.83%
MICHIGAN ST FIN AUTH REVENUE REGD V/R B/E 1.200000000.83%
HAMILTON OH SWR 5% 12/1/20270.82%
MI ST HSG DEV AUTH0.80%
UTAH HSG CORP SF MTGE REVENUE UTSSFH 07/55 FIXED 6.50.79%
NJ TPK 5% 1/1/20310.78%
MI HOSP 0% 8/15/20550.77%
OR FACS AUTH-B-REF0.76%
MARYLAND ST HLTH HGR EDUCTNL MDSMED 07/45 ADJUSTABLE VAR0.76%
COLBURN SCHOOL (MPT) 1.75% 08-01-550.76%

FSHAX (March 31, 2026)

SecurityWeight
COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 5.000000002.41%
MTRO WA DC ARPT 5% 10/1/2026@1.44%
MARICOPA IDA-D1.43%
HARRIS TX CED 5% MT1.36%
WA ST HLTH CAR 5% 8/1/2049 MT1.30%
Florida Municipal Power Agency, Series 2025A1.30%
WASHINGTON ST-R-2025B1.26%
Alaska Housing Finance Corporation, General Obligation Bonds, State Capital Project II, Series 2025A1.23%
Massachusetts Port Authority, Series 2019 A1.19%
UNIV OF TEXAS TX UNIV REVENUES1.18%
RESTRUCTURED-SER A11.01%
HOUSTON TX ARPT 5% 7/1/2026 @0.86%
DENVER CO ARPT 5.25% 11/15/20260.85%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2019C-10.84%
HAMPTON ROADS VA TRANSPRTN ACC REGD N/C B/E 5.000000000.80%
Michigan State Building Authority, Revenue Bonds, Facilities Program, Refunding Series 2025I0.79%
LOUISIANA ST LOCAL GOVT ENVRNM LOUISIANA LOCAL GOVERNMENT ENVIRONMENTAL FACILITIE0.78%
State of Louisiana Gasoline & Fuels Tax, Series 2025B0.76%
CHICAGO O'HARE INTERNATIONAL AIRPORT0.73%
MI STRAT FND 3.35% MT@0.72%
CHICAGO MIDWAY INTL 5.00%0.72%
NORTH EAST TX INDEP SCH DIST0.71%
PORT NY NJ 5% 12/1/2026 @0.69%
MAIN STR NAT GA 4% 07/01/2052 MT0.68%
Metropolitan Utilities District of Omaha, Nebraska, Gas System Revenue Bonds, Series 20230.65%
NYC TRANSITIONAL FIN0.65%
MO MOSMED 05/01/20510.63%
Miami-Dade County, Florida, Seaport Revenue Bonds, Refunding Series 2022A0.62%
Columbus, Ohio, General Obligation Bonds, Various Purpose Series 2025-10.62%
Orange County Health Facilities Authority, Florida, Hospital Revenue Bonds, Advent Health Obligated Group, Series 2021C0.61%
Port of Seattle, Washington, Revenue Bonds, Intermediate Lien Series 2015C0.60%
State of Illinois Sales Tax, Series 2021C0.57%
Alta Loma School District, San Bernardino, California, General Obligation Bonds, 1999 Election Series 2002B0.56%
Colorado Housing and Finance Authority, Multi Family Project Bonds, Class I Series 2025C-20.55%
COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 5.000000000.54%
Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Refunding Subordinate Green Series 2025A0.52%
Wisconsin (State of), Series 2024, Ref. GO Bonds0.52%
HAWAII ST DEPT OF BUDGET & FIN STATE OF HAWAII DEPARTMENT OF BUDGET & FINANCE0.52%
State of Connecticut, Series 2025D0.51%
Florida State Turnpike Authority, Turnpike Revenue Bonds, Department of Transportation, Series 2025D0.51%
DENVER CO ARPT 5% 12/1/2027 @0.51%
Ohio State, General Obligation Bonds, Refunding Highway Capital Improvement Series 2026AA0.51%
Maine Municipal Bond Bank, Series 20260.50%
STATE OF CALIFORNIA0.50%
STATE OF NORTH CARO 5.00%0.50%
TRIBOROUGH NY BRIDGE TUNNEL TRBTRN 03/28 FIXED 50.50%
Black Belt Energy Gas District, Alabama, Gas Project Revenue Bonds, Prepay BP PLC, Series 2024D0.49%
SAINT CLOUD MN HLTH C0.48%
Richmond County Board of Education, Georgia, General Obligation Bonds, Sales Tax Series 20250.48%
TN ENERGY JR-SER B0.48%

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