# Portfolio overlap — CUHIX vs MMBDX

Comparing **Victory US Enhanced Vol Wtd Index** (2025-03-31) and **MassMutual Premier Balanced Fund** (2025-06-30).

- Shared positions: 220
- Victory US Enhanced Vol Wtd Index covered by MassMutual Premier Balanced Fund: 0.2673820803283242803190092974
- MassMutual Premier Balanced Fund covered by Victory US Enhanced Vol Wtd Index: 0.2673820803283242803190092973

## Victory US Enhanced Vol Wtd Index — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEY MARKET FUND | 0.006532 |  |
| EVERGY INC | 0.004019 |  |
| MARSH & MCLENNAN | 0.003965 | ✓ |
| LINDE PLC | 0.003773 |  |
| ATMOS ENERGY CORP | 0.003572 |  |
| CMS ENERGY CORP | 0.003552 | ✓ |
| CME GROUP INC CL A | 0.003532 | ✓ |
| COCA-COLA CO/THE | 0.003512 | ✓ |
| PPL CORPORATION | 0.003496 | ✓ |
| WEC ENERGY GROUP INC | 0.003478 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.003461 | ✓ |
| JACK HENRY | 0.003412 |  |
| REPUBLIC SVCS | 0.003404 | ✓ |
| BERKSHIRE HATH-B | 0.003391 | ✓ |
| NISOURCE INC | 0.003373 |  |
| DUKE ENERGY CORP NEW | 0.003368 | ✓ |
| CONSOLIDATED EDISON INC | 0.003351 | ✓ |
| JOHNSON&JOHNSON | 0.003339 |  |
| DTE ENERGY CO | 0.003258 |  |
| TJX COS INC | 0.003258 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.003231 | ✓ |
| CENCORA INC | 0.003219 | ✓ |
| BROADRIDGE FINL | 0.003208 |  |
| SOUTHERN CO | 0.003170 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.003158 | ✓ |
| EXELON CORP | 0.003153 | ✓ |
| CHUBB LTD | 0.003146 |  |
| BROWN & BROWN | 0.003132 |  |
| ALLIANT ENERGY CORPORATION | 0.003121 |  |
| AMEREN CORP | 0.003097 | ✓ |
| LOEWS CORP | 0.003093 |  |
| S&P GLOBAL INC | 0.003088 | ✓ |
| ILLINOIS TOOL WORKS INC | 0.003056 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.003053 | ✓ |
| KIMBERLY CLARK CORP | 0.003052 | ✓ |
| COLGATE-PALMOLIVE CO | 0.003049 | ✓ |
| ALTRIA GROUP INC | 0.003040 |  |
| MASTERCARD INC CL A | 0.003037 | ✓ |
| OTIS WORLDWIDE CORP | 0.003034 | ✓ |
| PROCTER & GAMBLE | 0.003009 | ✓ |
| NORTHROP GRUMMAN CORP | 0.003006 |  |
| KEURIG DR PEPPER INC | 0.003001 | ✓ |
| MCDONALDS CORP | 0.002996 |  |
| AUTOZONE INC | 0.002995 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.002986 |  |
| ARTHUR J GALLAGHAR AND CO | 0.002983 | ✓ |
| PEPSICO INC | 0.002982 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.002961 | ✓ |
| VERISIGN INC | 0.002960 |  |
| STERIS PLC | 0.002952 |  |

## MassMutual Premier Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.046340 | ✓ |
| MICROSOFT CORP | 0.045682 | ✓ |
| APPLE INC | 0.038393 | ✓ |
| US TREASURY N/B | 0.021034 |  |
| BERKSHIRE HATH-B | 0.016522 | ✓ |
| VISA INC-CLASS A | 0.013555 | ✓ |
| BROADCOM INC | 0.013376 | ✓ |
| FNCL 6 7/25 | 0.013021 |  |
| MASTERCARD INC CL A | 0.012242 | ✓ |
| US TREASURY N/B | 0.011998 |  |
| US TREASURY N/B | 0.011574 |  |
| US TREASURY N/B | 0.010801 |  |
| HOME DEPOT INC | 0.010466 | ✓ |
| INTL BUS MACH CORP | 0.010202 | ✓ |
| CISCO SYSTEMS INC | 0.010136 | ✓ |
| US TREASURY N/B | 0.009430 |  |
| NETFLIX INC | 0.009295 | ✓ |
| THE BOOKING HOLDINGS INC | 0.009026 | ✓ |
| US TREASURY N/B | 0.008437 |  |
| VERIZON COMMUNICATIONS INC | 0.008313 | ✓ |
| GILEAD SCIENCES INC | 0.007802 | ✓ |
| WALMART INC | 0.007754 | ✓ |
| TJX COS INC | 0.007121 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.006955 | ✓ |
| US TREASURY N/B | 0.006954 |  |
| LINDE PLC | 0.006579 |  |
| US TREASURY N/B | 0.006438 |  |
| FIXED INC CLEARING CORP.REPO | 0.006223 |  |
| ABBVIE INC | 0.006202 | ✓ |
| PROCTER & GAMBLE | 0.006191 | ✓ |
| FR SD8212 | 0.005912 |  |
| Fannie Mae Pool | 0.005811 |  |
| WALT DISNEY CO/T | 0.005786 | ✓ |
| US TREASURY N/B | 0.005668 |  |
| FNMA POOL CB1782 FN 10/51 FIXED 2 | 0.005626 |  |
| CITIGROUP INC | 0.005384 | ✓ |
| ABBOTT LABS | 0.005371 | ✓ |
| PROGRESSIVE CORP OHIO | 0.005189 | ✓ |
| LOWES COS INC | 0.005037 | ✓ |
| SALESFORCE INC | 0.004872 | ✓ |
| INTUIT INC | 0.004845 | ✓ |
| ACCENTURE PLC CL A | 0.004839 |  |
| FNCL 3.5 7/25 | 0.004806 |  |
| AUTOMATIC DATA PROCESSING INC | 0.004719 | ✓ |
| BANK OF AMERICA CORPORATION | 0.004658 | ✓ |
| AUTOZONE INC | 0.004599 | ✓ |
| DEERE & CO | 0.004588 | ✓ |
| FISERV INC | 0.004509 | ✓ |
| QUALCOMM INC | 0.004437 | ✓ |
| CME GROUP INC CL A | 0.004433 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001752724-25-128249` (as of 2025-03-31)
  <https://www.sec.gov/Archives/edgar/data/1547580/000175272425128249/0001752724-25-128249-index.htm>
- N-PORT (fund B) — accession `0001752724-25-201544` (as of 2025-06-30)
  <https://www.sec.gov/Archives/edgar/data/927972/000175272425201544/0001752724-25-201544-index.htm>

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_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._

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