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AAEZX vs ACTIX

Shared holdings
1
AAEZX covered by ACTIX
19.94%
ACTIX covered by AAEZX
19.94%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 3 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AAEZX (April 30, 2026)

SecurityWeight
STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF49.44%
STATE STREET SPDR BLOOMBERG EM USD BOND MUTUAL FUND49.06%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.50%

ACTIX (March 31, 2026)

SecurityWeight
STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF19.94%
iShares 10+ Year Investment Grade Corporate Bond ETF13.58%
iShares iBonds Dec 2031 Term Corporate ETF12.48%
iShares 5-10 Year Investment Grade Corporate Bond ETF10.03%
iShares Broad USD Investment Grade Corporate Bond ETF9.99%
VANGUARD INT-TERM CORPORATE MUTUAL FUND9.92%
Invesco Variable Rate US Preferred Stock ETF9.91%
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF7.44%
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF4.97%
MONEYMKT1.73%

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