# Portfolio overlap — GSBCX vs SIOAX Comparing **Goldman Sachs Income Builder Fund** (2026-01-31) and **SIMT Multi-Asset Income Fund** (2026-03-31). - Shared positions: 356 - Goldman Sachs Income Builder Fund covered by SIMT Multi-Asset Income Fund: 0.2513714564635817341874924301 - SIMT Multi-Asset Income Fund covered by Goldman Sachs Income Builder Fund: 0.2513714564635817341874924302 ## Goldman Sachs Income Builder Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Goldman Sachs Nasdaq-100 Premium Income ETF | 0.034697 | | | MONEYMKT | 0.023911 | | | Goldman Sachs MLP Energy Infrastructure Fund | 0.015739 | | | JPMORGAN CHASE and CO | 0.014555 | | | ALPHABET INC CL A | 0.011794 | | | Goldman Sachs Financial Square Government Fund | 0.011756 | | | JOHNSON&JOHNSON | 0.009231 | ✓ | | EXXON MOBIL CORP | 0.008897 | ✓ | | WALMART INC | 0.008766 | | | CATERPILLAR INC | 0.007918 | | | BANK OF AMERICA CORPORATION | 0.007731 | | | RIO TINTO PLC SPON ADR | 0.007440 | | | PROCTER & GAMBLE | 0.007382 | ✓ | | iShares MSCI USA Quality Factor ETF | 0.006827 | | | SHELL PLC SPONS ADR | 0.006539 | | | TAIWAN SEMIC MFG CO LTD SP ADR | 0.006345 | | | LINDE PLC | 0.006237 | | | CISCO SYSTEMS INC | 0.006132 | | | COMMSTCK | 0.005655 | | | APPLIED MATERIALS INC | 0.005619 | | | HONEYWELL INTL INC | 0.005458 | | | CAPITAL ONE FINANCIAL CORP | 0.005377 | | | INTL BUS MACH CORP | 0.005310 | | | NEXTERA ENERGY INC | 0.005144 | | | EATON CORP PLC | 0.005039 | | | IBERDROLA SA-ADR | 0.004927 | | | XCEL ENERGY INC | 0.004879 | | | AMEREN CORP | 0.004853 | | | MORGAN STANLEY | 0.004801 | | | MERCK & CO | 0.004591 | ✓ | | HOME DEPOT INC | 0.004572 | | | CITIZENS FINANCIAL GROUP INC | 0.004536 | | | ABBVIE INC | 0.004531 | ✓ | | DANAHER CORP | 0.004513 | | | National Grid PLC SPON ADR EACH REP 5 ORD SHS | 0.004513 | | | CHARTER COMM OPT | 0.004468 | | | ASTRAZENECA PLC SPONS ADR | 0.004373 | | | FREEPORT MCMORAN INC | 0.004265 | | | CMS ENERGY CORP | 0.004255 | | | WALT DISNEY CO/T | 0.004198 | | | CONOCOPHILLIPS | 0.004140 | | | TJX COS INC | 0.004138 | | | STARBUCKS CORP | 0.004101 | | | TRANE TECHNOLOGIES PLC | 0.004085 | | | ABBOTT LABS | 0.004054 | | | FASTENAL CO | 0.003970 | | | Zurich Insurance Group A.G. ADR | 0.003955 | | | PROLOGIS INC REIT | 0.003828 | | | AT&T INC | 0.003772 | | | BLACKSTONE INC | 0.003752 | | ## SIMT Multi-Asset Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | 5-Year T-Note Futures, Jun-2026,ETH | 0.039159 | | | US 2YR NOTE (CBT) JUN26 FINANCIAL COMMODITY FUTURE. | 0.022409 | | | U.S. Treasury Bills | 0.012300 | | | STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND | 0.011360 | | | INVESCO SENIOR LOAN ETF MUTUAL FUND | 0.005657 | | | JOHNSON&JOHNSON | 0.005207 | ✓ | | ALTRIA GROUP INC | 0.005057 | | | DBS GROUP HLDGS | 0.004982 | | | Novartis AG (Registered) | 0.004647 | | | GSK PLC | 0.004570 | | | BRISTOL-MYERS SQUIBB CO | 0.004192 | | | MERCK & CO | 0.004171 | ✓ | | PFIZER INC | 0.004066 | | | VERIZON COMMUNICATIONS INC | 0.004040 | | | COCA-COLA CO/THE | 0.003963 | ✓ | | ORACLE CORP | 0.003957 | | | CME GROUP INC CL A | 0.003912 | | | ABBVIE INC | 0.003861 | ✓ | | PHILIP MORRIS INTL INC | 0.003849 | | | PEPSICO INC | 0.003834 | | | AUTOMATIC DATA PROCESSING COMMON STOCK | 0.003763 | | | COMCAST CORP CL A | 0.003720 | | | EXXON MOBIL CORP | 0.003706 | ✓ | | INFOSYS LTD COMMON STOCK | 0.003699 | | | BANK OF AMER CRP | 0.003677 | | | CHEVRON CORP | 0.003594 | | | Common Stock | 0.003505 | | | CQS US CLO 2021-1 LTD CQS 2021-1A D1R | 0.003449 | | | ADANI PORTS & SPECIAL ECONOMIC ZONE LTD 4.000000% 07/30/2027 | 0.003391 | | | PROCTER & GAMBLE | 0.003356 | ✓ | | INTESA SANPAOLO | 0.003277 | | | INDUSTRIA DE DISENO TEXTIL COMMON STOCK | 0.003214 | | | BANK OF AMER CRP | 0.003188 | | | MONDELEZ INTL INC | 0.003149 | | | M&T BANK CORP | 0.003124 | | | MV24 CAPITAL BV REGD REG S 6.74800000 | 0.003003 | | | KIMBERLY CLARK CORP | 0.003000 | | | Oryx Midstream Services Permian Basin LLC, First Lien Initial Term Loan | 0.002963 | | | FIFTH THIRD BANCORP | 0.002907 | | | HOWDEN UK REFINANCE / US REGD 144A P/P 8.12500000 | 0.002894 | ✓ | | Signature Aviation Term Loan B (Add-on) 275 2028-06-01 | 0.002871 | ✓ | | VICI PROPERTIES | 0.002859 | | | SWEDBANK AB-A | 0.002836 | | | PAYCHEX INC | 0.002824 | | | NRG TERM B 1LN 04/16/2031 | 0.002810 | | | Imperial Dade Term Loan B 325 2030-12-01 | 0.002769 | | | IMPERIAL BRANDS | 0.002726 | | | MEDTRONIC PLC | 0.002722 | | | CoreWeave, Inc. | 0.002639 | ✓ | | AMERICAN NEWS CO LLC 144A 8.500000% 09/01/2026 | 0.002636 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-028330` (as of 2026-01-31) - N-PORT (fund B) — accession `0002048251-26-004561` (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 _