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ULTIX vs GUTEX

Shared holdings
17
ULTIX covered by GUTEX
3.27%
GUTEX covered by ULTIX
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.

ULTIX (Feb. 28, 2026)

SecurityWeight
REGL TRANSPRTN AUTH IL REGIONAL TRANSPORTATION AUTHORITY2.61%
MIAMI-DADE CO WTR&SWR1.33%
MISSOURI DEVELOPMENT FINANCE BOARD1.04%
TX ST TPK AUTH-CAB-A1.03%
MIDLOTHIAN INDEPENDENT SCHOOL DISTRICT0.96%
Harris (County of), TX Hospital District, Series 2016, RB0.93%
CENTRL PLAINS ENERGY PROJ NE G CENTRAL PLAINS ENERGY PROJECT0.92%
SANGAMON COUNTY WATER R0.86%
NJ TRANSP 4% 6/15/20500.85%
IL ST FIN AUTH-A-REF0.77%
GNSVLL and HLL GA 4% 2/15/20450.76%
LEE FL IDA HLTH 5% 11/15/20490.76%
LAS VEGAS CONVENTION VISITORS AUTHORITY0.73%
IDEA PUBLIC SCHOOLS PSF-GTD 4.0% 08-15-440.66%
SANTA ANA UNIFIED SCHOOL DISTRICT0.65%
VILLAGE OF ROSEMONT IL0.63%
MASS DEVEL FIN 5% 7/1/20530.63%
PINAL CNTY AZ ELEC DIST 30.62%
Wisconsin (State of) Public Finance Authority (Wakemed Hospital), Series 2019 A, Ref. RB0.62%
PORT PORT ARTHUR TEX NAV DIST MOTIVA ENTERPRISES-C0.61%
LEHIGH VY HLTH NETWRK OBG0.61%
ARLINGTON HIGHER EDUCATION FINANCE CORP0.60%
Matagorda County Navigation District No. 1 (Aep Texas Central Co.), Series 2008, Ref. RB0.60%
COOK CY CCD508 5% 12/1/470.60%
Black Belt Energy Gas District, Series 2025 A0.60%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 5.0% 06-15-500.59%
OKLAHOMA MUNICIPAL POWER AUTHORITY0.59%
SAN YSIDRO SCHOOL DISTRICT0.59%
SAN YSIDRO SCHOOL DISTRICT0.59%
IDEA PUBLIC SCHOOLS PSF-GTD 5.0% 08-15-480.59%
KING COUNTY PUBLIC HOSPITAL DISTRICT NO 10.58%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Subordinate Series 2017B-10.57%
Ross (County of), OH (Adena Health System Obligated Group), Series 2019, Ref. RB0.56%
NTHRN IL MUNI PWR AGY PWR PROJ REVENUE0.56%
TARRANT RETIRE 5% 11/15/20460.55%
MO MOSMED 4 02/01/20480.53%
CUYAHOGA HOSP 4.75% 2/15/20470.52%
NEW MEXICO ST HOSP EQUIPMENT LOAN COUNCIL 1ST MTGE REVENUE0.50%
COUNTY OF COOK IL SALES TAX REVENUE0.50%
Louisiana (State of) Public Facilities Authority (Provident Group-Flagship Properties LLC- Louisiana State University Nicholson Gateway)0.49%
Louisiana Local Government Environmental Facilities and Community Development Authority, Revenue Bonds, Louisiana Tech University Student Housing/Inno0.48%
PORT OF PORT ARTHUR TX NAV DIST0.47%
BEXAR COUNTY HEALTH FACILITIES DEVELOPMENT CORP0.46%
STOCKTON UNIFIED SCHOOL DISTRICT0.45%
ARLINGTON HIGHER EDUCATION FINANCE CORP0.45%
Ward County Health Care, North Dakota, Revenue Bonds, Trinity Obligated Group, Series 2017C0.44%
ILLINOIS ST FIN AUTH REVENUE0.44%
JEFF LA TAX 4% 12/1/20420.44%
THOMAS JEFFERSON UNIVERSITY OBLIGATED GROUP 4.0% 05-01-520.44%
Richmond Hospital Authority, Series 2015 A0.44%

GUTEX (Sept. 30, 2025)

SecurityWeight
MET TRANS AUTH -B-14.82%
SALES TAX SECURTZTN-C4.73%
LOGAN ELM OH LOCAL SC4.09%
CHICAGO ILLIN 6% 4/1/20464.03%
PORT PORT ARTHUR TEX NAV DIST MOTIVA ENTERPRISES-C3.43%
Black Belt Energy Gas District, Series 2025 A3.24%
MISSOURI ST HLTH & EDUCTNL FACS AUTH EDUCTNL FACS REVENUE3.23%
CITY OF CHICAGO IL WASTEWATER TRANSMISSION REVENUE 5.0% 01-01-473.13%
TSASC NY TOBAC 5% 6/1/20413.10%
Port Authority of Guam, Series A3.07%
UTAH INFRASTRUCTURE AGY TELECOMUNICATION REVENUE2.98%
PENNSYLVANIA ST ECON DEV FING AUTH UPMC REVENUE2.66%
OH BUCGEN 5 06/01/20552.39%
CLIFTON TX HGR EDU FIN CORP EDU REVENUE2.12%
COVENANT LIVING COMMUNITIES AND SERVICES OBLIGATED GROUP 4.0% 12-01-501.89%
Gold Hill Mesa Metropolitan District 2, Colorado Springs, El Paso County, Colorado, Limited Tax General Obligation and Special Revenue Bonds, Refundin1.88%
Arkansas (State of) Development Finance Authority (Baptist Memorial Health), Series 2019, RB1.71%
PHOENIX AZ CIVIC IMPT CORP ARPT REVENUE1.69%
CHARLSTN SC ARP 5.25% 7/1/20541.61%
PRIV CLGS & UNIVS AUTH GA1.60%
Lee (County of), FL, Series 2024, RB1.60%
IN INSHGR 5.5 07/01/20521.57%
PRESBYTERIAN HOMES OBLIGATED GROUP 5.25% 07-01-481.56%
FRANKLIN CNTY OH HLTH CARE FACS REVENUE1.46%
FL ST DEV FIN 5% 6/15/20551.46%
State of Illinois, Series 2023, GO Bonds1.46%
Colorado Educational & Cultural Facilities Authority1.40%
Hillsborough (County of), FL Industrial Development Authority (Tampa General Hospital), Series 2020 A, RB1.37%
NY MTA TRANSP 4% 11/15/20491.36%
Miami-Dade (County of), FL, Subseries 2021 B-1, Ref. RB1.36%
San Francisco City & County Airport Comm-San Francisco International Airport, Series 2022 A1.36%
County of Broward, Series 2019 B1.35%
MICHIGAN ST FIN AUTH REVENUE REGD B/E 4.000000001.35%
ARLINGTON TX HGR EDU FIN CORP EDU REVENUE1.34%
COUNTY OF BROWARD FL AIRPORT SYSTEM REVENUE1.32%
UNIV MA BLDG-UNREFUND1.28%
WISCONSIN ST HLTH & EDUCTNL FA WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORIT1.27%
St. Johns County Industrial Development Authority, Series 2020 A1.24%
POMPANO BEACH FL REVENUE POMGEN 09/50 FIXED 41.23%
NORTH CAROLINA ST MED CARE COM REGD B/E 4.000000001.23%
CITY OF ARLINGTON TX1.22%
Iowa Finance Authority, Series 2019 A-11.19%
CAPTL TR AGY FL 5% 8/1/20551.19%
HARDIN CNTY OH ECON DEV FACILITIES REVENUE1.08%
Build NYC Resource Corp., Series 2023 A1.00%
PRESBYTERIAN HOMES OBLIGATED GROUP 4.0% 10-01-500.93%
DETROIT MI 6% 5/1/20430.85%
MICHIGAN ST FIN AUTH LTD OBLIG REVENUE0.84%
OHIO ST HGR EDUCTNL FAC COMMISSION0.80%
UTAH CHARTER SCHOOL FINANCE AUTHORITY0.78%

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