# Portfolio overlap — JSNSX vs WIORX Comparing **Income Fund** (2026-02-28) and **Wilshire Income Opportunities Fund** (2026-03-31). - Shared positions: 276 - Income Fund covered by Wilshire Income Opportunities Fund: 0.2564967065215515458136885087 - Wilshire Income Opportunities Fund covered by Income Fund: 0.2564967065215515458136885089 ## Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.022399 | | | JH COLLATERAL | 0.018768 | | | US TREASURY N/B | 0.014820 | | | US TREASURY N/B | 0.013622 | ✓ | | JAPAN GOVERNMENT TWO YEAR BOND BONDS 12/26 0.6 | 0.011583 | ✓ | | US TREASURY N/B | 0.010125 | ✓ | | BRAZIL NOTAS DO TESOURO NACION NOTES 01/27 10 | 0.009549 | ✓ | | UNITED KINGDOM GILT BONDS REGS 10/31 4 | 0.008684 | | | CZECH REPUBLIC GOVERNMENT BOND SR UNSECURED 11/32 4.5 | 0.008123 | ✓ | | Bundesrepublik Deutschland Bundesanleihe | 0.007920 | | | NEW ZEALAND GOVERNMENT BOND UNSECURED 05/34 4.25 | 0.007849 | ✓ | | NEW ZEALAND GOVERNMENT BOND UNSECURED 05/32 2 | 0.007504 | ✓ | | NEW SOUTH WALES TREASURY CORP LOCAL GOVT G REGS 02/36 4.25 | 0.007486 | ✓ | | US TREASURY N/B | 0.007324 | ✓ | | Southstate Corporation | 0.006708 | | | HSBC Holdings PLC | 0.006574 | | | FANNIE MAE POOL FN 04/54 FIXED 5.5 | 0.006571 | ✓ | | NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234 | 0.006343 | | | NORWAY GOVERNMENT BOND SR UNSECURED 144A REGS 05/32 2 | 0.005837 | ✓ | | CENOVUS ENERGY | 0.005815 | ✓ | | VMED O2 UK FINC. I 4.25% | 0.005795 | ✓ | | FANNIE MAE POOL FN 10/54 FIXED 5.5 | 0.005544 | ✓ | | TransDigm, Inc. | 0.005373 | ✓ | | NEW ZEALAND GOVERNMENT BOND UNSECURED REGS 04/33 3.5 | 0.005372 | ✓ | | UBS Group AG | 0.005340 | ✓ | | US TREASURY N/B | 0.005334 | | | T/L 1011778 B.C. UNLIMITED LIABILITY COMPANY REGD 0.00000000 | 0.005256 | ✓ | | FREEPORT-MC C&G | 0.005176 | ✓ | | KOREA TREASURY BOND BONDS 03/27 2.625 | 0.005124 | | | American International Group Inc | 0.004931 | | | QUIKRETE HOLDINGS INC SR SECURED 144A 03/32 6.375 | 0.004769 | ✓ | | HCA INC | 0.004768 | ✓ | | PHILIPPINE GOVERNMENT BOND BONDS 07/30 6.375 | 0.004752 | ✓ | | TREASURY CORP OF VICTORIA LOCAL GOVT G 11/37 2 | 0.004672 | ✓ | | Bank of America Corp. | 0.004667 | ✓ | | PHILIPPINE GOVERNMENT BOND SR UNSECURED 05/29 6.5 | 0.004632 | ✓ | | FANNIE MAE POOL FN 12/54 FIXED 5.5 | 0.004619 | ✓ | | Sirius XM Radio LLC | 0.004582 | ✓ | | FANNIE MAE POOL FN 10/54 FIXED 5.5 | 0.004576 | | | JAPAN GOVERNMENT TEN YEAR BOND BONDS 06/26 0.1 | 0.004523 | | | UNITK 2026-1A A2 | 0.004476 | | | RY V6.5 05/24/86 | 0.004474 | ✓ | | US TREASURY N/B | 0.004410 | ✓ | | BALL CORP SR UNSEC 2.875% 08-15-30 | 0.004349 | | | AMER ELEC PWR | 0.004207 | ✓ | | NRG TERM B 1LN 04/16/2031 | 0.004179 | ✓ | | American Airlines Inc/AAdvantage Loyalty IP Ltd | 0.004125 | ✓ | | NEW ZEALAND GOVERNMENT BOND UNSECURED REGS 04/37 2.75 | 0.003954 | | | INDIA GOVERNMENT BOND SR UNSECURED 04/29 7.1 | 0.003938 | | | FANNIE MAE POOL FN 01/55 FIXED 5.5 | 0.003923 | ✓ | ## Wilshire Income Opportunities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Voya VACS Series HYB Fund | 0.026841 | | | US TREASURY N/B | 0.017781 | | | UMBS, 30 Year | 0.015794 | | | US TREASURY N/B | 0.012544 | | | Voya VACS Series EMHCD Fund | 0.011746 | | | FR SD8342 | 0.008951 | | | US ULTRA BOND CBT Sep25 | 0.008771 | | | Government National Mortgage Association | 0.007244 | | | Progress Residential 2021-SFR3 | 0.006437 | | | UMBS, 30 Year | 0.006087 | | | Verus Securitization Trust, Series 2025-R2, Class M1 | 0.005863 | | | Fannie Mae REMICS | 0.005215 | | | US TREASURY N/B | 0.004952 | ✓ | | Angel Oak Mortgage Trust, Series 2025-6, Class M1A | 0.004755 | | | BCRR 2016-FRR3 Trust | 0.004668 | | | Government National Mortgage Association | 0.004640 | | | U.S. Treasury Notes | 0.004246 | | | PR Mortgage Loan Trust 2014-1 | 0.004188 | | | PMTT4 | 0.004175 | | | STACR 2021-HQA4 B1 12/41 | 0.004171 | | | T/L 1011778 B.C. UNLIMITED LIABILITY COMPANY REGD 0.00000000 | 0.004092 | ✓ | | Progress Residential Trust | 0.004085 | | | First Republic Mortgage Trust 2020-1 | 0.003771 | | | Fannie Mae REMICS | 0.003584 | | | US TREASURY N/B | 0.003531 | ✓ | | Fannie Mae REMICS | 0.003410 | | | REPUBLIC OF POLAND GOVERNMENT BONDS 10/35 5 | 0.003404 | | | AMSR 2021-SFR3 Trust | 0.003196 | | | JAPAN GOVERNMENT TWO YEAR BOND BONDS 12/26 0.6 | 0.003107 | ✓ | | PERU GOVERNMENT BOND SR UNSECURED 08/40 5.35 | 0.003083 | | | AES V7.6 01/15/55 | 0.003074 | ✓ | | HTL Commercial Mortgage Trust, Series 2024-T53, Class A | 0.002959 | | | Storm King Park CLO Ltd., Series 2022-1A, Class AR | 0.002937 | | | Empower CLO 2024-2 Ltd | 0.002937 | | | ABS | 0.002934 | | | Verus Securitization Trust, Series 2025-12, Class M1 | 0.002915 | | | BRAZIL NOTAS DO TESOURO NACION NOTES 01/29 10 | 0.002909 | ✓ | | Columbia Cent CLO 27 Ltd | 0.002903 | | | US TREASURY N/B | 0.002889 | | | Neuberger Berman Loan Advisers CLO 44 Ltd., Series 2021-44A, Class DR | 0.002889 | | | NEW ZEALAND GOVERNMENT BOND UNSECURED 05/34 4.25 | 0.002873 | ✓ | | FNMA, Series 2019-83, Class QS | 0.002814 | | | NextEra Energy Inc | 0.002788 | | | CENOVUS ENERGY | 0.002766 | ✓ | | Hungary Government Bond | 0.002737 | | | FREEPORT-MC C&G | 0.002667 | ✓ | | BRAZIL NOTAS DO TESOURO NACION NOTES 01/27 10 | 0.002635 | ✓ | | US TREASURY N/B | 0.002525 | | | Katayma CLO II Ltd | 0.002511 | | | FANNIE MAE POOL FN 04/54 FIXED 5.5 | 0.002399 | ✓ | ## Sources - N-PORT (fund A) — accession `0001193125-26-184476` (as of 2026-02-28) - N-PORT (fund B) — accession `0000894189-26-016490` (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 _