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UNYIX vs PTEIX

Shared holdings
22
UNYIX covered by PTEIX
8.32%
PTEIX covered by UNYIX
8.32%

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.

UNYIX (Feb. 28, 2026)

SecurityWeight
NEW YORK ST DORM AUTH REVENUE NON ST SUPPORTED DEB2.82%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH REVENUES2.65%
NEW YORK CITY HOUSING DEVELOPMENT CORP2.59%
NEW YORK STATE DORMITORY AUTHORITY2.50%
NYC WTR VAR 6/15/20332.48%
NEW YORK ST DORM AUTH2.11%
NY TRANS CORP 5% 6/30/2054 @1.92%
LONG BEACH N Y 4.625% 7/15/20521.91%
Monroe County Industrial Development Corp., Series A1.91%
Build NYC Resource Corp. (The Children's Aid Society), Series 2015, RB1.91%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT1.87%
HUDSON YARDS NY 4% 2/15/441.86%
Build NYC Resource Corp. (Bronx Lighthouse Charter School), Series 2018, RB1.85%
DUTCHESS NY LDC 4% 7/1/20411.84%
NEW YORK CITY TRANSITIONAL FINANCE AUTHORITY BUILD1.82%
NEW YORK ST DR 4% 7/1/20431.82%
NEW YORK NY REGD V/R B/E 2.650000001.73%
Elmira (City of), NY, Series 2020, GO Bonds1.63%
ST LAWRENCE COUNTY INDUSTRIAL DEVELOPMENT AGENCY1.52%
BROOKHAVEN NY LOCAL DEV CORP REVENUE1.44%
Monroe County Industrial Development Corp., Series 20171.43%
NY DORM-A-GRP 4-UNREF1.35%
ONE BRYANT PARK LLC1.34%
Tompkins County Development Corp., Series A1.31%
BUSHNELL S BASIN FIRE ASSOCIATION INC1.30%
ONONDAGA NY CDC 5% 1/1/20431.05%
ALBANY CAPITAL RESOURCE CORP1.04%
NEW YORK STATE HOUSING FINANCE AGENCY1.04%
New York Transportation Development Corp., Series 2025, RB1.03%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT1.02%
NEW YORK MUNI-AA-10.99%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.99%
St. Lawrence (County of), NY Industrial Development Agency (St. Lawrence University), Series 2022, Ref. RB0.97%
Buffalo & Erie County Industrial Land Development Corp. (Charter School for Applied Technology), Series 2017 A, Ref. RB0.97%
Albany (County of), NY Airport Authority, Series 2018 A, RB0.97%
TSASC NY TOBAC 5% 6/1/20410.96%
New York (State of), NY Housing Development Corp. (Green Bonds), Series 2025 A-1, RB0.95%
State of New York Mortgage Agency Homeowner Mortgage0.95%
SOUTHOLD LOCAL DEVELOPMENT CORP0.95%
NY NYCDEV 5 11/15/20440.95%
MET TRANSPRTN AUTH NY REVENUE0.95%
NYC MUNI WTR FIN-BB0.94%
Westchester County Local Development Corp., Series B0.94%
NY TRANS CORP 4.50% 12/31/2054 @0.93%
Nassau County Local Economic Assistance Corp., Series A0.93%
Monroe County Industrial Development Corp., Series 2020A0.93%
WESTCHESTER COUNTY LOCAL DEVELOPMENT CORP0.92%
BROOKHAVEN NY LOCAL DEV CORP REVENUE0.92%
Buffalo & Erie County Industrial Land Development Corp. (Tapestry Charter School), Series 2017 A, RB0.91%
NEW YORK ST DORM AUTH REVENUESNON ST SUPPORTED DEBT0.90%

PTEIX (Aug. 31, 2025)

SecurityWeight
NY LIBERTY DEV 3% 9/15/20433.34%
NY NYCDEV 5 11/15/20442.28%
TSASC NY TOBAC 5% 6/1/20411.89%
LONG ISLAND PWR -A1.86%
NYC TRANS FIN AUTH-A11.80%
NYC TRANSITIONAL FIN1.54%
NYC WTR 5.25% 6/15/531.52%
NY ST URBAN DEV-A1.51%
NYC TRANSITIONAL-C-11.49%
MTA NY TRANS-C-GREEN1.47%
Dutchess County Local Development Corp., Series 2022, RB1.28%
NEW YORK ST DORM AUTH REVENUES REGD OID B/E 4.000000001.27%
New York City Transitional Finance Authority Building Aid, Series 2016S-11.20%
NYC WTR 5.25% 6/15/551.14%
PROJECTNEW YORK TRANS1.06%
NY DORM-NY UNIV-10.99%
New York Counties Tobacco Trust IV, Series 2005 A, RB0.93%
NEW YORK NY REGD B/E 5.250000000.88%
Build NYC Resource Corp., Series 20220.86%
NY TRANSPRTN DEV CORP0.85%
NY LIBERTY DEV CORP0.85%
TRIBOROUGH NY BRIDGE TUNNEL TRBTRN 05/52 FIXED 5.250.83%
New York (City of), NY, Series 2020 C, GO Bonds0.80%
New York (City of), NY, Series 2023 A, GO Bonds0.79%
NY TRANS CORP 5% 12/1/2034 @0.78%
NY ST TWY AUTH 4% 1/1/20450.78%
STATE OF NEW YORK PERSONAL INCOME TAX REVENUE 5.0% 03-15-550.78%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH REAL ESTATE TRANSFER TAX0.77%
NYC NY 5.25% 9/1/460.76%
NYC TRANSIT FIN-F-10.75%
MET TRANSPRTN AUTH NY DEDICATE REGD B/E 5.250000000.75%
NY TRANS CORP 5% 01/01/36@0.74%
NEW YORK ST DORM AUTH SALES TAX REVENUE0.74%
ONE BRYANT PARK LLC0.74%
NY ENERGY-D-REMK-REF0.74%
NYS HSG FIN AGY-A-REF0.72%
NYC NY 5.25% 10/1/470.72%
NYC TFA (PIT) 4% 8/1/20380.71%
NY LIBERTY DEV CORP-A0.71%
NYC TFA (PIT) 4% 5/1/20390.70%
Buffalo & Erie County Industrial Land Development Corp., Series A0.69%
Grays Harbor Public Hospital District 1, Washington, Revenue Bonds, Summit Pacific Medial Center Series 20230.69%
New York Liberty Development Corp., Series 20070.67%
NYC WTR VAR 6/15/20330.66%
Nassau County Tobacco Settlement Corp., Series 2006 A-2, RB0.66%
Buffalo & Erie County Industrial Land Development Corp. (Orchard Park), Series 2015, Ref. RB0.66%
ALASKA ST INDL DEV & EXPORT AUTH REVENUE0.65%
UTILITY DEBT-TE-1-REF0.64%
NEW YORK CITY NY HSG0.63%
Erie County Industrial Development Agency (The), Series BDS 20230.63%

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