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XMPT vs MDFIX

Shared holdings
4
XMPT covered by MDFIX
5.57%
MDFIX covered by XMPT
5.57%

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%

MDFIX (March 31, 2026)

SecurityWeight
MONEYMKT31.58%
PIMCO CA MU INC9.53%
PIMCO-NY MUN II8.00%
FS Credit Opportunities Corporation USD Class3.94%
CLOSED-E3.82%
FS Specialty Lending Fund3.78%
Western Asset Inflation-Linked Opportunities & Income Fund3.67%
Invesco Senior Income Trust3.64%
Nuveen Floating Rate Income Fund COM3.55%
Blackstone Long-Short Credit Income Fund3.50%
CLOSED-E3.49%
CLOSED-E3.28%
NUVEEN CREDIT STRAT INC F2.89%
NEUBERGER MUNICIPAL FUND INC2.60%
FH-PREM MUNI INC2.43%
CLOSED-E2.11%
CLOSED-E1.54%
BLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC1.29%
RVRNRT-FLX MUNI21.17%
Western Asset Inflation-Linked Income Fund0.81%
NVN-PA QUAL MUNI0.78%
MFS INVT GRADE MUN TR SH BEN INT0.72%
MFS HIGH YIELD MUN TR SH BEN INT0.68%
MFS-HI INC MUNI0.51%
MFS-MUNI INC0.28%
Eaton Vance Senior Income Trust0.26%
Eaton Vance Floating Rate Income Trust COM0.08%
Western Asset Intermediate Muni Fund, Inc.0.06%

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