# Portfolio overlap — FFPLX vs TOBAX Comparing **Strategic Advisers Fidelity Short Duration Fund** (2026-02-28) and **Touchstone Funds Group Trust-Touchstone Active Bond Fund** (2026-03-31). - Shared positions: 7 - Strategic Advisers Fidelity Short Duration Fund covered by Touchstone Funds Group Trust-Touchstone Active Bond Fund: 0.02038488029064650749506221032 - Touchstone Funds Group Trust-Touchstone Active Bond Fund covered by Strategic Advisers Fidelity Short Duration Fund: 0.02038488029064650749506221031 ## Strategic Advisers Fidelity Short Duration Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | FIDELITY SAI SHORT-TERM BOND FUND | 0.612205 | | | FIDELITY SAI LOW DURATION BOND FUND | 0.170439 | | | FIDELITY ADVISOR LIMITED TERM BOND FUNDZ | 0.071941 | | | FIDELITY SAI SHORT-TERM TREASURY BOND INDEX FUND | 0.070020 | | | FIDELITY INTERMEDIATE BOND FUND | 0.027068 | | | US TREASURY N/B | 0.019258 | ✓ | | U.S. Treasury Bills | 0.003875 | | | Invesco Government & Agency Portfolio, Institutional Class | 0.000679 | ✓ | | US TREASURY N/B | 0.000289 | | | Freddie Mac Pool | 0.000288 | | | Federal National Mortgage Association, Inc. | 0.000244 | | | Uniform Mortgage-Backed Securities | 0.000242 | | | FNMA POOL CC1042 FN 09/55 FIXED 6 | 0.000239 | | | FR SD8245 | 0.000225 | | | HEINEKEN NV 3.5% 01/29/2028 144A | 0.000211 | | | Sonic Capital LLC, Series 2021-1A, Class A2I | 0.000211 | | | STACR 2021-HQA3 M2 | 0.000208 | | | OCTANE RECEIVABLES TRUST OCTL 2025 RVM1 C 144A | 0.000203 | | | ROGERS COMMUNICATIONS INC/ONTARIO YCP 0% 05/14/2026 | 0.000197 | | | Medline Borrower, L.P. | 0.000182 | ✓ | | HOMES 2025-AFC3 Trust | 0.000181 | | | OBX Trust | 0.000176 | | | UMBS | 0.000175 | | | SOUTHERN CALIFORNIA EDISON CO CP 0% 03/27/2026 | 0.000174 | | | ARES LX CLO LTD CR TSFR3M+ 07/18/2034 144A | 0.000174 | | | WELLS FARGO CO | 0.000171 | | | FNMA Connecticut Avenue Securities Trust, Series 2023-R03, Class 2M1 | 0.000167 | | | MPLX L.P. | 0.000162 | | | PENN Commercial Mortgage Trust, Series 2025-P11, Class A | 0.000155 | | | BANK5 2026-5YR20 | 0.000155 | | | FHLG 30YR 3.5% 05/01/2052#SD2805 | 0.000153 | | | FN MA4732 | 0.000152 | | | NYC COMMERCIAL MORTGAGE TRUST 2025-28L | 0.000151 | | | Drive Auto Receivables Trust, Series 2024-2, Class C | 0.000150 | | | SFS AUTO RECEIVABLES SECURITIZ SFAST 2024 1A C 144A | 0.000150 | | | THAYER PARK CLO LTD BRR TSFR3M+ 04/20/2034 144A | 0.000149 | | | NEUBERGER BERMAN LN ADVISERS NBLA CLO 50 LTD / NEUBERGER BERMAN LN BR2 TSFR3M+ 07/23/2036 144A | 0.000149 | | | CARLYLE GLOBAL MARKET STRATEGIES A1R TSFR3M+98 04/15/2035 144A | 0.000149 | | | BAIN CAP CR CLO 2021-4 LTD / BAIN CAP CR CLO 2021-4 LLC A1RR TSFR3M+100 10/20/2034 144A | 0.000149 | | | CIFC 2022-3A AR MTGE AR TSFR3M+95 04/21/2035 144A | 0.000149 | | | NEUBERGER BERMAN LOAN ADVISERS CLO 51 LTD AR2 TSFR3M+100 10/23/2036 144A | 0.000149 | | | HARLEY DAVIDSON FINL SVCS INC CP 0% 03/06/2026 | 0.000149 | | | CROWN CASTLE INC CP 0% 03/12/2026 | 0.000149 | | | BACARDI MARTINI BV YCP 0% 03/24/2026 | 0.000149 | | | BACARDI MARTINI BV YCP 0% 03/27/2026 | 0.000149 | | | CVS HEALTH CORP | 0.000148 | | | HCA INC CP 0% 05/14/2026 | 0.000148 | | | 522 FDG CLO 2019-5 LTD / 522 FDG CLO 2019-5 AR2 TSFR3M+ 04/15/2035 144A | 0.000147 | | | SBA TOWER TRUST REGD 144A P/P 6.59900000 | 0.000147 | | | ABBVIE INC | 0.000137 | | ## Touchstone Funds Group Trust-Touchstone Active Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.052057 | | | US TREASURY N/B | 0.051400 | ✓ | | US TREASURY N/B | 0.050807 | | | UNITED STATES TREASURY INFLATION INDEXED BONDS I/L 2.375% 02-15-56 | 0.039440 | | | US TREASURY N/B | 0.025385 | | | US TREASURY N/B | 0.022489 | | | T-MOBILE USA INC | 0.009138 | | | GNR 2018-112 YC | 0.007308 | | | CROWN CASTLE INC | 0.007202 | | | Invesco Government & Agency Portfolio, Institutional Class | 0.007115 | ✓ | | Uniform Mortgage-Backed Securities | 0.006450 | | | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.006378 | | | TXT V0 02/15/42 144A | 0.006330 | | | Truist Financial Corp., Series A | 0.005826 | | | BARCLAYS PLC | 0.005810 | | | GOLDMAN SACHS GP | 0.005779 | | | MORGAN STANLEY | 0.005776 | | | CIGNA GROUP/THE | 0.005770 | | | NATL RURAL UTIL | 0.005749 | ✓ | | PACIFIC LIFE GLOBAL FUNDING II | 0.005746 | | | NEXTERA ENERGY | 0.005736 | | | BANK NOVA SCOTIA | 0.005709 | | | HUNTINGTON BANCS | 0.005704 | ✓ | | CHUBB INA HLDGS | 0.005701 | | | GSMS 2017-FARM B | 0.005687 | | | MARTIN MAR MTLS | 0.005669 | | | AERCAP IRELAND | 0.005630 | | | FHR 4991 HB | 0.005531 | | | MSCI INC REGD 144A P/P 3.87500000 | 0.005519 | | | HOST HOTELS | 0.005497 | | | CITIGROUP INC | 0.005440 | | | Medline Borrower, L.P. | 0.005413 | ✓ | | FNR 2019-35 KB | 0.005409 | | | CMS ENERGY | 0.005319 | | | AMGEN INC | 0.005226 | | | VEGAS Trust, Series 2024-TI, Class A | 0.005088 | | | POLARIS INC | 0.004939 | | | Videotron, Ltd. | 0.004928 | | | WENDY'S FUNDING LLC WEN 2021 1A A2II 144A | 0.004889 | | | STT F 06/15/47 | 0.004873 | | | SVELEV 1.8 02/10/31 144A | 0.004816 | | | US TREASURY N/B | 0.004801 | | | GNR 2016-83 PB | 0.004735 | | | WELLS FARGO CO | 0.004731 | | | CSMC Trust, Series 2021-B33, Class A1 | 0.004493 | | | DREY-GVT CSH-I | 0.004406 | | | INVITATION HOMES | 0.004385 | | | MTH 3.875 04/15/29 144A | 0.004371 | | | TIMKEN CO | 0.004333 | | | UBS Group AG | 0.004326 | | ## Sources - N-PORT (fund A) — accession `0000035402-26-002687` (as of 2026-02-28) - N-PORT (fund B) — accession `0001193125-26-246862` (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 _