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XMPT vs CEFS

Shared holdings
5
XMPT covered by CEFS
3.18%
CEFS covered by XMPT
3.18%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

XMPT (Jan. 31, 2026)

SecurityWeight
NUVEEN INSD TAX-FREE ADVANTAGE MUN FD COM USD0.017.97%
NUVEEN AMT FREE MUNICIPAL CRED NUVEEN AMT FR MUNI CRDT7.80%
NUVEEN QUALITY MUN INCOME FD COM USD0.017.01%
NUVEEN MUNICIPAL CREDIT INCOME NUVEEN MUNICIPAL CREDIT INC6.04%
CLOSED-E5.93%
Nuveen Municipal Value Fund, Inc.4.79%
BLACKROCK MUNIYIELD QUALITY FUND INC3.15%
Nuveen Municipal High Income Opportunity Fund3.10%
PIMCO MUNICIPAL INCOME FUND II PIMCO MUNICIPAL INCOME FD II2.90%
BLACKROCK MUNIYIELD QUALITY FUND III INC2.77%
BLACKROCK MUNIHOLDINGS FUND INC2.55%
WESTERN ASSET MANAGED MUNICIPA WESTERN ASSET MANAGED MUNICI2.10%
BLACKROCK MUN INCOME TR II COM USD0.0012.06%
INVESCO VAN KAMPEN MUN TR COM STK USD0.011.93%
INVESCO VAN KAMPEN MUN OPPORTUNITY TR COM STK NPV1.92%
EATON VANCE MUNICIPAL BOND FUND1.90%
Nuveen Select Tax-Free Income Portfolio1.86%
BLACKROCK MUNIYIELD FUND INC BLACKROCK MUNIYIELD FUND1.83%
BLACKROCK MUNICIPAL INCOME TRUST1.82%
CLOSED-E1.63%
Nuveen Dynamic Municipal Opportunities Fund1.61%
INVESCO VAN KAMPEN TR INVT GRADE MUNS COM STK USD0.011.58%
INVESCO QUALITY MUN INCOME TR QUALITY MUNI INCOM TRST1.51%
Invesco Value Municipal Income Trust1.47%
BLACKROCK MUNIVEST FUND INC1.47%
ALLIANCE-NTL MUN1.31%
NEUBERGER MUNICIPAL FUND INC1.27%
BlackRock MuniAssets Fund, Inc.1.24%
BLACKROCK MUN INCOME QUALITY TR COM USD0.0011.18%
BNYM-STR MUNI1.13%
INVESCO VAN KAMPEN ADVANTAGE MUN INCOME TR II ADV MUN IN BEN INTEREST USD1.11%
Putnam Municipal Opportunities Trust1.11%
DWS MUNICIPAL INCOME TRUST COM USD0.011.03%
Eaton Vance National Municipal Opportunities Trust1.01%
Putnam Managed Municipal Income Trust0.98%
MFS-MUNI INC0.94%
Eaton Vance Municipal Income Trust0.93%
BlackRock MuniVest Fund II, Inc.0.92%
BlackRock MuniYield Quality Fund II, Inc.0.92%
BlackRock MuniHoldings Quality Fund II, Inc.0.91%
Invesco Municipal Income Opportunities Trust0.83%
BNYM-MUN BD INFR0.82%
BlackRock Investment Quality Municipal Trust Inc/The0.80%
Nuveen AMT-Free Municipal Value Fund0.76%
CLOSED-E0.53%
BlackRock 2037 Municipal Target Term Trust0.44%
Eaton Vance Municipal Income 2028 Term Trust0.43%
BlackRock Long-Term Municipal Advantage Trust0.38%
Western Asset Municipal High Income Fund Inc0.33%

CEFS (Feb. 28, 2026)

SecurityWeight
ASA Gold and Precious Metals, Ltd.12.50%
BBH SWEEP VEHICLE10.88%
BLKR-SCI & TECH9.45%
BLKR-ESG CAP ALL7.54%
VRTS-DVD INT PRM6.74%
GABELLI DVD&INC4.12%
General American Investors Company, Inc.3.43%
PIMCO-DYN INC ST3.12%
NEUBERGER NEXT GENERATION CONNECTIVITY FUND INC2.67%
NEUBERGER ENERGY INFRASTUCTUR AND INCOME FUND INC2.66%
OXLC US Closed-End Fund2.56%
TRI-CONTL CORP2.20%
NYLI CBRE Global Infrastructure Megatrends Term Fund COM1.99%
Royce Micro-Cap Trust, Inc.1.75%
Virtus Equity & Convertible Income Fund1.63%
CLOSED-E1.62%
NOMURA-JPN S/C1.57%
BLKR-EN GL DVD1.44%
CLOSED-E1.41%
Mexico Fund Inc/The1.38%
New Germany Fund, Inc. (The)1.37%
NVN-D30 DYM O/W1.33%
BNYM-MUN BD INFR1.20%
HIGHL-OPP & INC1.19%
KOREA FUND INC THE0.96%
Virtus Artificial Intelligence & Technology Opportunities Fund0.94%
Virtus Convertible & Income Fund0.90%
abrdn Life Sciences Investors0.81%
Virtus Convertible & Income Fund II0.77%
Virtus Total Return Fund, Inc.0.73%
GABELLI-HLTH&WEL0.70%
Saba Capital Income & Opportunity Fund II0.65%
Voya Asia Pacific High Dividend Equity Income Fund0.64%
Destra Multi-Alternative Fund0.61%
BNYM-STR MUNI0.60%
Ellsworth Growth and Income Fund, Ltd.0.58%
RVRNRT-FLX MUNI20.55%
NVN-PA QUAL MUNI0.47%
Taiwan Fund Inc/The/MD0.40%
MS-INDIA INVEST0.38%
Western Asset Inflation-Linked Opportunities & Income Fund0.33%
CLOUGH-GL OPP0.32%
VOYA-EM HI DV EQ0.29%
High Income Securities Fund0.29%
ALLIANCE-NTL MUN0.27%
Adams Natural Resources Fund, Inc.0.24%
JOHN HNCK DIV IN0.24%
PIMCO CA MU INC0.22%
TEMPLETON DRAGON FUND INC0.22%
Morgan Stanley China A Share Fund Inc0.20%

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