ECLTX Holdings — Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund

All 448 reported holdings of Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (ECLTX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Main Street Natural Gas Inc2.88%$23.49M
Commonwealth of Pennsylvania2.15%$17.52M
Morgan Stanley & Co. LLC1.90%$15.48M
New York City Transitional Finance Authority Building Aid Revenue1.70%$13.83M
Bay Area Toll Authority1.47%$11.97M
Texas Water Development Board1.26%$10.25M
Black Belt Energy Gas District1.24%$10.07M
Port Authority of New York & New Jersey1.17%$9.55M
Tennessee Energy Acquisition Corp1.08%$8.77M
Virginia College Building Authority1.03%$8.43M
Michigan State Housing Development Authority0.98%$7.96M
Allen Independent School District0.96%$7.83M
Beaufort County School District/SC0.95%$7.74M
West St Paul-Mendota Heights-Eagan Independent School District No 1970.91%$7.45M
Beaufort County School District/SC0.89%$7.23M
New York State Dormitory Authority0.86%$7.04M
City of Richmond VA0.84%$6.83M
City of Richmond VA0.83%$6.80M
Maricopa County & Phoenix Industrial Development Authorities0.80%$6.51M
State of New York0.78%$6.32M
North Texas Tollway Authority0.74%$6.06M
County of Bexar TX0.73%$5.95M
Wisconsin Housing & Economic Development Authority Home Ownership Revenue0.72%$5.89M
American Municipal Power Inc0.71%$5.80M
New Jersey Transportation Trust Fund Authority0.71%$5.78M
City of Dallas TX0.70%$5.70M
State of Minnesota0.69%$5.64M
State of Maryland0.69%$5.63M
County of Comal TX0.69%$5.58M
County of Jefferson AL Sewer Revenue0.66%$5.38M
California Community Choice Financing Authority0.66%$5.37M
Town of Hempstead NY0.66%$5.36M
Pennsylvania Housing Finance Agency0.66%$5.36M
Town of Hempstead NY0.66%$5.35M
State of Washington0.65%$5.33M
Main Street Natural Gas Inc0.65%$5.30M
South Dakota Housing Development Authority0.65%$5.29M
Tarrant Regional Water District Water Supply System Revenue0.65%$5.26M
California State University0.64%$5.25M
New York City Municipal Water Finance Authority0.64%$5.20M
City of Norfolk VA0.64%$5.19M
Kentucky Public Energy Authority0.62%$5.05M
State of Florida0.62%$5.04M
California State University0.62%$5.02M
Texas Department of Housing & Community Affairs0.62%$5.02M
North Dakota Housing Finance Agency0.61%$4.96M
Pasadena Independent School District0.61%$4.96M
Utah Housing Corp0.60%$4.93M
County of Fairfax VA0.58%$4.75M
State of Maryland Department of Transportation0.58%$4.73M
City of Huntsville AL0.57%$4.61M
County of Henrico VA0.56%$4.59M
City of Huntsville AL0.56%$4.54M
New York City Transitional Finance Authority Future Tax Secured Revenue0.56%$4.53M
Newport Mesa Unified School District0.55%$4.52M
City of New York NY0.54%$4.42M
South Dakota Housing Development Authority0.54%$4.41M
City of Huntsville AL0.53%$4.34M
California Community Choice Financing Authority0.53%$4.29M
Texas Water Development Board0.52%$4.27M
State of Washington0.50%$4.11M
Nebo School District0.49%$3.97M
Colorado Housing and Finance Authority0.48%$3.94M
Alameda Corridor Transportation Authority0.47%$3.84M
Black Belt Energy Gas District0.45%$3.68M
State of North Carolina0.45%$3.65M
State of California0.44%$3.56M
South Carolina Jobs-Economic Development Authority0.43%$3.54M
City of Somerville MA0.42%$3.41M
City of Fairfield CA0.41%$3.37M
New York State Dormitory Authority0.41%$3.36M
State of Connecticut Special Tax Revenue0.41%$3.32M
State of Washington0.39%$3.20M
Virginia Small Business Financing Authority0.39%$3.18M
Main Street Natural Gas Inc0.39%$3.18M
Pennsylvania Economic Development Financing Authority0.39%$3.16M
State of Connecticut0.38%$3.10M
State of Connecticut0.38%$3.09M
Indiana Housing & Community Development Authority0.38%$3.09M
Illinois Housing Development Authority0.38%$3.07M
Maryland Health & Higher Educational Facilities Authority0.38%$3.07M
State of Oregon0.38%$3.06M
City of Knoxville TN0.37%$3.04M
City of Spokane WA0.37%$3.00M
Southeast Energy Authority A Cooperative District0.36%$2.97M
Empire State Development Corp0.36%$2.97M
New York City Transitional Finance Authority Future Tax Secured Revenue0.36%$2.96M
Empire State Development Corp0.36%$2.91M
Alameda Corridor Transportation Authority0.35%$2.89M
City of Merriam KS0.35%$2.88M
West Lafayette School Building Corp0.35%$2.86M
Massachusetts School Building Authority0.34%$2.78M
Amarillo Independent School District0.34%$2.75M
Allegheny County Higher Education Building Authority0.34%$2.74M
Iowa City Community School District0.34%$2.74M
Public Finance Authority0.33%$2.66M
Monrovia Unified School District/CA0.33%$2.65M
State of California0.33%$2.65M
Main Street Natural Gas Inc0.32%$2.64M
Chicago O'Hare International Airport0.32%$2.61M
New Mexico Mortgage Finance Authority0.32%$2.60M
Newport Mesa Unified School District0.32%$2.57M
Independence School District/MO0.30%$2.46M
Cypress-Fairbanks Independent School District0.30%$2.46M
City & County Honolulu HI Wastewater System Revenue0.30%$2.45M
Downtown Revitalization Public Infrastructure District0.30%$2.43M
Wellborn Special Utility District0.30%$2.42M
Tennessee Housing Development Agency0.29%$2.40M
State of Oregon0.29%$2.40M
County of Knox TN0.29%$2.37M
Metropolitan State University of Denver0.28%$2.31M
Ohio Housing Finance Agency0.28%$2.25M
City of New York NY0.27%$2.21M
City of Celina TX0.25%$2.08M
New York State Dormitory Authority0.25%$2.06M
Conroe Independent School District0.25%$2.05M
California Community Choice Financing Authority0.25%$2.04M
Harrisburg School District No 41-20.25%$2.03M
Tyler Independent School District0.25%$2.03M
Louisville/Jefferson County Metropolitan Government0.25%$2.01M
Louisville/Jefferson County Metropolitan Government0.25%$2.01M
City of Minneapolis MN0.25%$2.00M
City of Portland OR0.25%$2.00M
New York City Transitional Finance Authority Future Tax Secured Revenue0.24%$2.00M
Metropolitan State University of Denver0.24%$1.99M
Duneland School Building Corp0.24%$1.99M
State of Washington0.24%$1.98M
Idaho Health Facilities Authority0.24%$1.95M
City of Conroe TX0.24%$1.93M
City of McKinney TX0.23%$1.90M
City of New York NY0.23%$1.89M
County of Orange NC0.23%$1.87M
Mauston School District0.22%$1.79M
County of Greene MO0.22%$1.75M
City of Winston-Salem NC Water & Sewer System Revenue0.21%$1.75M
Downtown Revitalization Public Infrastructure District0.21%$1.74M
Washington Suburban Sanitary Commission0.21%$1.74M
County of Orange NC0.21%$1.74M
City of Houston TX0.21%$1.73M
City of Memphis TN Sanitary Sewerage System Revenue0.21%$1.70M
New York State Dormitory Authority0.21%$1.70M
Los Angeles Unified School District/CA0.21%$1.69M
City of Plano TX0.21%$1.69M
Virgin Islands Transportation & Infrastructure Corp0.20%$1.66M
Florida Municipal Power Agency0.20%$1.65M
Washington State Housing Finance Commission0.20%$1.65M
County of Bergen NJ0.20%$1.64M
New Hampshire Municipal Bond Bank0.20%$1.63M
State of Connecticut0.20%$1.63M
Virginia Public School Authority0.20%$1.59M
Southeast Energy Authority A Cooperative District0.19%$1.58M
Pecos Barstow Toyah Independent School District0.19%$1.58M
City of Santa Maria CA Water & Wastewater Revenue0.19%$1.56M
State of Delaware0.19%$1.56M
Virgin Islands Transportation & Infrastructure Corp0.19%$1.55M
County of Travis TX0.19%$1.53M
Louisville/Jefferson County Metropolitan Government0.19%$1.51M
University of Mississippi Educational Building Corp0.19%$1.51M
San Jacinto Community College District0.18%$1.51M
Indiana Finance Authority0.18%$1.51M
Lee County School Board/The0.18%$1.50M
County of Baltimore MD0.18%$1.49M
Coconino County Unified School District No 1-Flagstaff/AZ0.18%$1.49M
Downtown Revitalization Public Infrastructure District0.18%$1.49M
City of College Station TX0.18%$1.49M
Grosse Pointe Public School System0.18%$1.48M
New York City Transitional Finance Authority Future Tax Secured Revenue0.18%$1.45M
State of Nevada0.18%$1.44M
Town of Brookline MA0.18%$1.44M
Michigan Finance Authority0.18%$1.44M
Frenship Independent School District0.18%$1.43M
Mobile County Board of School Commissioners0.17%$1.42M
California Health Facilities Financing Authority0.17%$1.39M
Chicago O'Hare International Airport0.17%$1.38M
Metropolitan Government of Nashville & Davidson County TN Electric Revenue0.17%$1.38M
New Jersey Institute of Technology/NJ0.17%$1.38M
State of Florida0.17%$1.35M
City of Homewood AL0.16%$1.34M
Lone Star College System0.16%$1.32M
Virgin Islands Transportation & Infrastructure Corp0.16%$1.30M
Montgomery County Municipal Utility District No 460.16%$1.30M
City & County of Denver CO Airport System Revenue0.16%$1.27M
Wichita Falls Independent School District0.16%$1.27M
State of Washington0.16%$1.27M
City of Portland ME0.15%$1.20M
Morgan County School District0.15%$1.19M
Health & Educational Facilities Authority of the State of Missouri0.14%$1.17M
Harrisburg School District No 41-20.14%$1.17M
Tennergy Corp/TN0.14%$1.17M
Oklahoma Agricultural & Mechanical Colleges0.14%$1.16M
City of New York NY0.14%$1.15M
City of Lake Oswego OR0.14%$1.13M
Multnomah County School District No 400.14%$1.13M
State of Connecticut Special Tax Revenue0.14%$1.12M
Downtown Revitalization Public Infrastructure District0.14%$1.12M
Cedar Port Navigation & Improvement District0.14%$1.12M
Los Angeles Unified School District/CA0.14%$1.12M
City of Longview TX0.14%$1.11M
Glen Rose Independent School District0.14%$1.11M
Connecticut Housing Finance Authority0.14%$1.10M
Downtown Revitalization Public Infrastructure District0.13%$1.10M
Multnomah County School District No 400.13%$1.08M
Waldwick School District0.13%$1.06M
County of Hays TX0.13%$1.05M
Cumberland County Municipal Authority0.13%$1.04M
New Orleans Aviation Board0.13%$1.03M
Dallas Center-Grimes Community School District0.13%$1.03M
Glen Rose Independent School District0.12%$1.02M
Cedar Port Navigation & Improvement District0.12%$1.01M
Waldwick School District0.12%$1.01M
County of Hennepin MN0.12%$1.01M
Cedar Port Navigation & Improvement District0.12%$1.01M
King County School District No 414 Lake Washington0.12%$1.01M
City of Sugar Land TX0.12%$1.01M
Boerne Independent School District0.12%$1.00M
Health & Educational Facilities Authority of the State of Missouri0.12%$1.00M
New York City Municipal Water Finance Authority0.12%$1.00M
Vermont Housing Finance Agency0.12%$997.71K
County of Clark NV0.12%$986.69K
Health & Educational Facilities Authority of the State of Missouri0.12%$972.11K
Grayson County Junior College District/TX0.12%$966.03K
Oklahoma Water Resources Board0.12%$957.76K
County of Miami-Dade FL0.12%$951.16K
Minnesota Agricultural & Economic Development Board0.12%$947.79K
Philadelphia Energy Authority/The0.11%$928.27K
Waldwick School District0.11%$924.33K
Burbank Unified School District0.11%$922.40K
River Falls School District0.11%$921.47K
Collier County Water-Sewer District0.11%$914.61K
Buffalo & Erie County Industrial Land Development Corp0.11%$911.17K
Multnomah-Clackamas Counties Centennial School District No 28JT/OR0.11%$901.59K
County of Loudoun VA0.11%$898.21K
County of Miami-Dade FL0.11%$896.01K
Multnomah County School District No 400.11%$882.73K
Virginia College Building Authority0.11%$870.42K
City of College Station TX0.11%$865.42K
Harlandale Independent School District0.11%$864.69K
Dallas Center-Grimes Community School District0.11%$860.43K
County of Union NC0.10%$847.60K
Town of Lexington MA0.10%$826.97K
Greater Greenspoint Redevelopment Authority0.10%$818.55K
City of Vestavia Hills AL0.10%$813.50K
Coconino County Unified School District No 1-Flagstaff/AZ0.10%$812.07K
City of Dallas TX Waterworks & Sewer System Revenue0.10%$805.16K
Philadelphia Energy Authority/The0.10%$800.59K
Grant & Douglas Counties School District No 144-101 Quincy0.10%$800.35K
Township of Upper St Clair PA0.10%$800.43K
Connecticut Housing Finance Authority0.10%$789.80K
Alameda Corridor Transportation Authority0.10%$779.87K
Auburn School District No 408 of King & Pierce Counties0.10%$775.28K
Health & Educational Facilities Authority of the State of Missouri0.09%$771.16K
City of Fairfield CA0.09%$768.02K
Del Valle Independent School District TX0.09%$767.46K
Town of Dedham MA0.09%$766.53K
Umatilla County School District No 16R Pendleton0.09%$762.84K
Poway Unified School District0.09%$745.23K
City of Round Rock TX0.09%$737.85K
Marquette Board of Light & Power0.09%$737.35K
County of Miami-Dade FL0.09%$735.91K
State of Rhode Island0.09%$726.01K
State of Nevada Highway Improvement Revenue0.09%$721.58K
Krum Independent School District0.09%$720.14K
City of Stamford CT0.09%$712.34K
Texas Water Development Board0.09%$708.99K
County of Union NC0.09%$708.38K
County of Baltimore MD0.09%$696.08K
City of Salt Lake City UT Airport Revenue0.08%$689.41K
City of Portland OR Sewer System Revenue0.08%$661.13K
Cook County School District No 25 Arlington Heights0.08%$638.04K
Oklahoma Water Resources Board0.08%$629.56K
City of Salt Lake City UT Airport Revenue0.08%$625.78K
County of Baltimore MD0.08%$623.15K
Glen Rose Independent School District0.08%$612.51K
County of Baltimore MD0.07%$611.06K
United Independent School District/TX0.07%$602.18K
New Jersey Health Care Facilities Financing Authority0.07%$602.12K
Town of Marshfield MA0.07%$597.34K
St Charles School District0.07%$591.59K
Town of Scituate MA0.07%$587.87K
United Independent School District/TX0.07%$582.54K
Marin Public Financing Authority0.07%$581.75K
County of Westchester NY0.07%$573.69K
Philadelphia Energy Authority/The0.07%$564.85K
Cupertino Union School District0.07%$558.32K
Municipal Electric Authority of Georgia0.07%$551.93K
Clark County Public Utility District No 1 Electric Revenue0.07%$550.76K
City of Huntsville AL0.07%$537.40K
United Independent School District/TX0.07%$538.12K
California Municipal Finance Authority0.07%$535.51K
Lane County School District No 40 Creswell0.06%$527.18K
Ravenswood City School District/CA0.06%$525.15K
Municipal Electric Authority of Georgia0.06%$519.43K
Sandy Springs Public Facilities Authority0.06%$516.78K
Health & Educational Facilities Authority of the State of Missouri0.06%$510.66K
Texas Water Development Board0.06%$503.23K
City of Tukwila WA0.06%$503.04K
El Paso Independent School District0.06%$501.77K
North Carolina Municipal Power Agency No 10.06%$501.87K
Public Finance Authority0.06%$500.82K
San Antonio Independent School District/TX0.06%$501.04K
Louisiana Local Government Environmental Facilities & Community Development Auth0.06%$500.67K
Health & Educational Facilities Authority of the State of Missouri0.06%$498.12K
Chisholm Independent School District No 6950.06%$495.75K
Anoka-Hennepin Independent School District No 110.06%$493.60K
Allentown Neighborhood Improvement Zone Development Authority0.06%$488.86K
Rialto Unified School District0.06%$480.07K
Municipal Electric Authority of Georgia0.06%$474.80K
Fort Bend Independent School District0.06%$468.45K
City of Salt Lake City UT Airport Revenue0.06%$468.58K
California Municipal Finance Authority0.06%$456.11K
Adams & Weld Counties School District No 27J Brighton/CO0.06%$450.28K
Minnesota Housing Finance Agency0.06%$450.70K
Louisiana Public Facilities Authority0.05%$446.16K
Channelview Independent School District0.05%$444.99K
Multnomah County School District No 400.05%$444.46K
Municipal Electric Authority of Georgia0.05%$442.79K
Commonwealth of Massachusetts0.05%$442.66K
Multnomah County School District No 400.05%$440.53K
IPS Multi-School Building Corp0.05%$437.68K
Wisconsin Health & Educational Facilities Authority0.05%$436.80K
Village of Dobbs Ferry NY0.05%$436.04K
Chaffey Joint Union High School District0.05%$434.69K
Municipal Electric Authority of Georgia0.05%$428.35K
Mildred Independent School District0.05%$425.03K
Sandy Springs Public Facilities Authority0.05%$420.04K
City of Center City MN0.05%$416.03K
Ysleta Independent School District0.05%$412.39K
Municipal Electric Authority of Georgia0.05%$407.28K
Kitsap County School District No 303 Bainbridge Island0.05%$402.09K
Wisconsin Health & Educational Facilities Authority0.05%$401.15K
City of Center City MN0.05%$396.73K
County of Travis TX0.05%$395.93K
Chaffey Joint Union High School District0.05%$391.48K
Minnetonka Independent School District No 2760.05%$389.78K
Fort Bend Independent School District0.05%$380.87K
Colton Joint Unified School District0.05%$379.91K
Minnetonka Independent School District No 2760.05%$379.51K
Municipal Electric Authority of Georgia0.05%$369.88K
City of Center City MN0.05%$368.35K
County of Grand Forks ND0.04%$364.44K
Ravenswood City School District/CA0.04%$362.36K
Will County Community Unit School District No 365-U Valley View0.04%$360.35K
Connecticut State Health & Educational Facilities Authority0.04%$358.33K
County of Baltimore MD0.04%$357.58K
Glen Rose Independent School District0.04%$356.97K
Chaffey Joint Union High School District0.04%$352.52K
United Independent School District/TX0.04%$352.35K
Illinois State Toll Highway Authority0.04%$350.80K
State of Colorado Department of Transportation0.04%$350.94K
California Health Facilities Financing Authority0.04%$346.36K
City of Chandler AZ0.04%$344.88K
California Municipal Finance Authority0.04%$341.93K
Rialto Unified School District0.04%$338.87K
Medina Valley Independent School District0.04%$338.54K
Town of Marshfield MA0.04%$338.51K
Clarke County Hospital Authority0.04%$336.01K
Colton Joint Unified School District0.04%$332.87K
Colton Joint Unified School District0.04%$330.71K
Amber Creek Metropolitan District0.04%$329.13K
Lancaster Municipal Authority0.04%$326.67K
Village of Dobbs Ferry NY0.04%$324.11K
College Station Independent School District0.04%$320.51K
City of Lincoln NE Sanitary Sewer Revenue0.04%$318.41K
Multnomah County School District No 400.04%$316.82K
New York City Transitional Finance Authority Future Tax Secured Revenue0.04%$314.22K
City of Salt Lake City UT Airport Revenue0.04%$313.82K
State of Colorado Department of Transportation0.04%$310.83K
East Hempfield Township Industrial Development Authority0.04%$310.15K
City of Center City MN0.04%$306.05K
Minnesota Housing Finance Agency0.04%$303.55K
Rialto Unified School District0.04%$303.59K
North Carolina Medical Care Commission0.04%$302.12K
Aldine Independent School District0.04%$302.04K
Southside Independent School District0.04%$301.56K
Vermont Educational & Health Buildings Financing Agency0.04%$300.41K
Metropolitan Transportation Authority0.04%$299.28K
Town of Longmeadow MA0.04%$298.34K
Minnetonka Independent School District No 2760.04%$296.70K
Allentown Neighborhood Improvement Zone Development Authority0.04%$289.18K
Beverly Hills Unified School District CA0.04%$288.34K
Municipal Electric Authority of Georgia0.04%$288.61K
New Jersey Health Care Facilities Financing Authority0.03%$275.92K
Louisiana Local Government Environmental Facilities & Community Development Auth0.03%$275.54K
Rialto Unified School District0.03%$272.26K
State of Connecticut0.03%$272.24K
Millbrae School District0.03%$264.91K
State of Connecticut0.03%$259.66K
Pearland Independent School District0.03%$255.45K
Municipal Electric Authority of Georgia0.03%$248.17K
Minnesota Housing Finance Agency0.03%$246.96K
City of Center City MN0.03%$242.82K
City of Los Angeles Department of Airports0.03%$239.40K
City of Greensboro NC0.03%$235.72K
Louisville and Jefferson County Metropolitan Sewer District0.03%$229.67K
City of Kansas City MO0.03%$228.83K
California Municipal Finance Authority0.03%$225.86K
City of Athens AL0.03%$225.30K
Lancaster Municipal Authority0.03%$218.12K
County of Williamson TX0.03%$216.72K
Chaffey Joint Union High School District0.03%$217.11K
County of Racine WI0.03%$213.66K
Chaffey Joint Union High School District0.03%$203.47K
Willis Independent School District0.02%$198.89K
San Francisco City & County Public Utilities Commission Wastewater Revenue0.02%$195.04K
Chaffey Joint Union High School District0.02%$181.00K
Ravenswood City School District/CA0.02%$176.88K
County of Clark NV0.02%$175.79K
Illinois State Toll Highway Authority0.02%$175.33K
New Brunswick Parking Authority0.02%$175.33K
Amber Creek Metropolitan District0.02%$173.33K
Amber Creek Metropolitan District0.02%$172.62K
Allentown Neighborhood Improvement Zone Development Authority0.02%$170.42K
Mountain View Los Altos Union High School District/CA0.02%$169.75K
New York State Environmental Facilities Corp0.02%$158.46K
County of Racine WI0.02%$158.09K
New York State Dormitory Authority0.02%$152.27K
New Orleans Aviation Board0.02%$151.95K
Amber Creek Metropolitan District0.02%$145.98K
Rialto Unified School District0.02%$142.84K
City of Euless TX0.02%$140.27K
Municipal Electric Authority of Georgia0.02%$130.45K
Roseville Joint Union High School District0.02%$128.01K
Roseville Joint Union High School District0.02%$126.90K
Chaffey Joint Union High School District0.02%$126.24K
Chaffey Joint Union High School District0.01%$120.68K
Roseville Joint Union High School District0.01%$114.90K
Roseville Joint Union High School District0.01%$112.16K
Yosemite Community College District0.01%$111.64K
City of Mesa AZ Utility System Revenue0.01%$105.40K
Cobb County Kennestone Hospital Authority0.01%$102.07K
Clermont County Port Authority0.01%$100.15K
Umatilla County School District No 6R Umatilla0.01%$96.39K
State of New York Mortgage Agency0.01%$95.07K
Tahoe-Truckee Unified School District0.01%$90.17K
California Health Facilities Financing Authority0.01%$90.03K
Virginia Housing Development Authority0.01%$89.49K
New Jersey Infrastructure Bank0.01%$80.31K
Highlands County School Board0.01%$75.13K
Central Texas Regional Mobility Authority0.01%$71.50K
Vermont Educational & Health Buildings Financing Agency0.01%$70.09K
Roseville Joint Union High School District0.01%$67.08K
Vermont Educational & Health Buildings Financing Agency0.01%$65.10K
Roseville Joint Union High School District0.01%$63.93K
Buffalo & Erie County Industrial Land Development Corp0.01%$50.07K
Hamburg Municipal Authority of Berks County0.01%$41.72K
Hamburg Municipal Authority of Berks County0.00%$25.28K
New York City Housing Development Corp0.00%$19.98K
North Carolina Medical Care Commission0.00%$10.07K

ECLTX overview: performance, fees, allocation and SEC filings