Compare fund portfolios

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

vs

SWNTX vs SHMMX

Shared holdings
15
SWNTX covered by SHMMX
3.27%
SHMMX covered by SWNTX
3.27%

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.

SWNTX (Feb. 28, 2026)

SecurityWeight
NYC TRANSITIONAL-E41.00%
CHERRY CREEK CO SCH DIST #50.98%
Black Belt Energy Gas District, Series F0.89%
NYC TRANS FIN AUTH0.85%
PEFA INC VAR0.82%
P3 IRVINE SL HOLDINGS LLC OBLIGATED GROUP 6.375% 06-01-590.71%
CORPUS CHR UTIL 5% 7/15/20470.67%
SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE0.65%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024B0.62%
AL BBEUTL 5 07/01/20330.61%
New Jersey Transportation Trust Fund Authority0.60%
MASSACHUSETTS ST DEV FIN AGY R MASDEV 07/45 FIXED 5.50.59%
HASTINGS CAMPUS HSG FIN AUTH C HCHGEN 07/45 FIXED 50.59%
NJ NJSEDU 07/01/20640.54%
Buckeye Tobacco Settlement Financing Authority, Series A-2, Class 10.53%
Redevelopment Authority of the City of Philadelphia0.53%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.53%
CLIFTON TX HGR EDU FIN CORP EDU REVENUE0.52%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.52%
MAIN STR NAT GA 5% 12/1/2052 MT0.51%
NY STATE UR D(NY STATE PIT) 5% 3/15/470.51%
NJ TRANSPRTN TRUST-A0.51%
LEE COUNTY INDUSTRIAL DEVELOPM LEEMED 11/44 FIXED 50.50%
NY MTA TRANSP 5% 11/15/2045 MT0.50%
Port Authority of New York & New Jersey0.49%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.49%
LOUISIANA ST OFFSHORE TERMINAL LOUISIANA OFFSHORE TERMINAL AUTHORITY0.49%
WASTE MANAGEMENT INC (MPT) 3.45% 11-01-460.48%
NJ EDUCTNL FACS-A0.48%
CENTRL FL EXPRESSWAY AUTH SR LIEN REVENUE0.48%
CONNECTICUT ST-A-REF0.48%
King County School District No. 406 Tukwila0.48%
OHIO ST0.48%
State of Maryland, Series 2022A0.47%
STATE OF NEW JERSEY 5.0% 06-15-360.47%
CT HLTH & EDUCTNL-B-20.46%
San Diego County Regional Airport Authority0.46%
MA ST DEV FIN AGY-M0.46%
TX A&M UNIV-A-REF0.46%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.46%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.000000000.46%
NYC WTR 5% 6/15/20430.45%
STATE OF NEW JERSEY 5.0% 06-15-420.45%
NEW YORK CITY NY TRANSITIONAL FIN AUTH BLDG AID REVENUE0.45%
MAIN STR NAT GA 5% 5/1/2055 MT0.44%
BLACK BELT ENERGY GAS VAR0.44%
Johnson & Miami Counties Unified School District No. 230 Spring Hills0.43%
NEW YORK NY0.43%
EQUITABLE SCHOOL REVOLVING FUND LLC OBLIGATED GROUP 5.0% 11-01-280.42%
State of Illinois0.42%

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%

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