# Portfolio overlap — ACTIX vs XRLX Comparing **Advisors Capital Tactical Fixed Income Fund** (2026-03-31) and **FundX Conservative ETF** (2026-03-31). - Shared positions: 3 - Advisors Capital Tactical Fixed Income Fund covered by FundX Conservative ETF: 0.1412768612393851254006753441 - FundX Conservative ETF covered by Advisors Capital Tactical Fixed Income Fund: 0.1412768612393851254006753441 ## Advisors Capital Tactical Fixed Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 0.199376 | ✓ | | iShares 10+ Year Investment Grade Corporate Bond ETF | 0.135815 | | | iShares iBonds Dec 2031 Term Corporate ETF | 0.124826 | | | iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.100254 | ✓ | | iShares Broad USD Investment Grade Corporate Bond ETF | 0.099924 | ✓ | | VANGUARD INT-TERM CORPORATE MUTUAL FUND | 0.099205 | | | Invesco Variable Rate US Preferred Stock ETF | 0.099148 | | | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 0.074400 | | | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 0.049743 | | | MONEYMKT | 0.017309 | | ## FundX Conservative ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | VANGUARD GRW ETF | 0.080468 | | | INVESCO S&P 500 | 0.074593 | | | VANGUARD RUSSELL 1000 GROWTH MUTUAL FUND | 0.067856 | | | ISHARES CORE 60 40 BALANCED ALLOCATION ETF | 0.061630 | | | Pacer Funds Trust - Pacer Trendpilot 100 ETF | 0.056804 | | | iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.055023 | ✓ | | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 0.050596 | | | iShares Broad USD Investment Grade Corporate Bond ETF | 0.050220 | ✓ | | NYLI Merger Arbitrage ETF | 0.046894 | | | iShares Core 30/70 Conservative Allocation ETF | 0.046731 | | | PIMCO Broad U.S. TIPS Index Exchange-Traded Fund | 0.046699 | | | iShares MSCI USA Value Factor ETF | 0.046668 | | | Mount Vernon Liquid Assets Portfolio, LLC | 0.046601 | | | ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 0.046443 | | | iShares Trust IBOXX USD INVST GRADE CORP | 0.046431 | | | PIMCO Active Bond Exchange-Traded Fund | 0.045890 | | | iShares Global 100 ETF | 0.041578 | | | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | 0.036122 | | | STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 0.036034 | ✓ | | iShares Russell Top 200 Growth ETF | 0.012149 | | | FRST AM-GV OB-X | 0.004571 | | ## Sources - N-PORT (fund A) — accession `0001413042-26-000409` (as of 2026-03-31) - N-PORT (fund B) — accession `0001193125-26-248075` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _