# Portfolio overlap — FPPEX vs PRGEX Comparing **MFS Prudent Investor Fund** (2024-12-31) and **Pioneer Global Sustainable Equity Fund** (2024-11-29). - Shared positions: 3 - MFS Prudent Investor Fund covered by Pioneer Global Sustainable Equity Fund: 0.07354298484973487516431463523 - Pioneer Global Sustainable Equity Fund covered by MFS Prudent Investor Fund: 0.07354298484973487516431463523 ## MFS Prudent Investor Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MFS Institutional Money Market Portfolio, Class A | 0.050680 | | | ALPHABET INC CL A | 0.041999 | ✓ | | EURONEXT NV | 0.035305 | | | Amadeus IT Holding, S.A. | 0.034893 | | | THE BOOKING HOLDINGS INC | 0.031056 | | | SAMSUNG ELECTRONICS CO LTD | 0.028124 | ✓ | | SCOUT24 SE | 0.027236 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.025996 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-5/8% 10/15/27 | 0.025719 | | | EDENRED | 0.024866 | ✓ | | NINTENDO CO LTD | 0.024416 | | | KNORR-BREMSE AG | 0.024018 | | | US TREASURY N/B | 0.023174 | | | US TREASURY N/B | 0.023043 | | | US TREASURY N/B | 0.022986 | | | US TREASURY N/B | 0.022882 | | | INFRASTRUTTURE W | 0.021053 | | | US TREASURY N/B | 0.020680 | | | SAGE GROUP PLC/T | 0.020601 | | | RIGHTMOVE PLC COMMON STOCK GBP.001 | 0.020584 | | | US TREASURY N/B | 0.020382 | | | US ULTRA BOND CBT Sep25 | 0.019811 | | | LEGRAND SA COMMON STOCK | 0.019101 | | | HEINEKEN HLDG | 0.018411 | | | SAFRAN SA | 0.018337 | | | ZALANDO SE | 0.018334 | | | VanEck Junior Gold Miners UCITS ETF | 0.015590 | | | THALES SA | 0.014091 | | | DEUTSCHE BOERSE | 0.013341 | | | ESTEE LAUDER COS INC CL A | 0.012122 | | | SONOVA HOLDING A | 0.011572 | | | JERONIMO MARTINS | 0.011435 | | | ORACLE CORP JPN | 0.010207 | | | CAN NATL RAILWAY | 0.010025 | | | B3 SA | 0.009913 | | | AGILENT TECHNOLOGIES INC | 0.009751 | | | HELLENIC TELECOM | 0.008558 | | | WOLTERS KLUWER | 0.008556 | | | VanEck Gold Miners UCITS ETF | 0.007736 | | | FNMASECY | 0.006680 | | | STANDRD INDS NY | 0.006463 | | | UMBS | 0.006409 | | | FHLMC, Multi-Family Structured Pass-Through Certificates, Series K519, Class AS | 0.006069 | | | FOUNDATION BUILDING M REGD 144A P/P 6.00000000 | 0.006026 | | | HUB INTL. LTD 7.375% | 0.005527 | | | AUTOTRADER GROUP | 0.005459 | | | Prairie Acquiror L.P. | 0.005379 | | | ARCHES BUYER INC SR UNSECURED 144A 12/28 6.125 | 0.005252 | | | G2 MA8648 | 0.005175 | | | CHARLES RIVER LABS INTL INC 4% 03/15/2031 144A | 0.005070 | | ## Pioneer Global Sustainable Equity Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | BANK OF AMERICA CORPORATION | 0.044351 | | | ALPHABET INC CL A | 0.039054 | ✓ | | CRH PLC | 0.038542 | | | CARDINAL HEALTH INC | 0.037129 | | | CISCO SYSTEMS INC | 0.035059 | | | KB FINANCIAL GRO | 0.034725 | | | SAMSUNG ELECTRONICS CO LTD | 0.032340 | ✓ | | AMAZON.COM INC | 0.030388 | | | ABN AMRO BANK-CV | 0.028745 | | | SHELL PLC SPONS ADR | 0.027957 | | | EVERSOURCE ENERGY | 0.027044 | | | Sanofi SA | 0.025467 | | | STATE STREET CORP | 0.025006 | | | BABA-W | 0.024277 | | | STANDARD CHARTER | 0.023726 | | | ADV MICRO DEVICE | 0.022252 | | | INTL BUS MACH CORP | 0.022229 | | | WILLIS TOWERS WATSON PLC | 0.019447 | | | PERSIMMON | 0.019107 | | | EBAY INC | 0.018799 | | | DEUTSCHE TELEKOM | 0.017502 | | | PFIZER INC | 0.017469 | | | HENSOLDT AG | 0.017231 | | | RANGE RESOURCES CORP | 0.017081 | | | HANA FINANCIAL G | 0.016668 | | | TECK RESOURCES-B | 0.016516 | | | DREY-GVT CSH-I | 0.015886 | | | PURE STORAGE INC CL A | 0.014683 | | | PAYPAL HOLDINGS | 0.014517 | | | AIR PRODUCTS and CHEMICALS INC | 0.013815 | | | THE CIGNA GROUP | 0.013534 | | | BARRICK GOLD CRP | 0.013181 | | | FUJIFILM HOLDING | 0.013165 | | | WELLS FARGO & CO | 0.013129 | | | BANK OF IRELAND GROUP PLC | 0.012492 | | | NEWMONT CORP | 0.012068 | | | FUJI ELECTRIC CO LTD | 0.011820 | | | SONY GROUP CORP | 0.011658 | | | OVINTIV INC | 0.011557 | | | UNITED PARCEL SERVICE INC CL B | 0.011539 | | | MITSUB ELEC CORP | 0.011032 | | | SUBARU CORP | 0.011016 | | | AERCAP HOLDINGS NV | 0.010438 | | | UBER TECHNOLOGIES INC | 0.010345 | | | AXCELIS TECHNOLOGIES INC | 0.009956 | | | MEDTRONIC PLC | 0.009642 | | | QUALCOMM INC | 0.009365 | | | FINECOBANK SPA | 0.009046 | | | NEXI SPA | 0.007451 | | | ZOOM VIDEO COMMUNICATIONS INC CL A | 0.006866 | | ## Sources - N-PORT (fund A) — accession `0001752724-25-044314` (as of 2024-12-31) - N-PORT (fund B) — accession `0001752724-25-011634` (as of 2024-11-29) --- _Informational only — not investment advice. 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