Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

ACCPX vs ACCEX

Shared holdings
100
ACCPX covered by ACCEX
5.79%
ACCEX covered by ACCPX
5.79%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ACCPX (March 31, 2026)

SecurityWeight
FNCL 5 4/261.30%
GNII II 4% 04/20/2054#MA96021.05%
Fannie Mae Pool 4.500.97%
Regatta Funding Co LLC0.84%
Federal National Mortgage Association, Inc.0.81%
G2 MA82670.79%
FREDDIE MAC POOL FR QG54350.78%
G2 MA82680.77%
G2 MA83470.76%
NEW ZEALAND GVT0.72%
FN FS69310.69%
US TREASURY N/B0.67%
FNMA, 30 Year0.61%
DI Issuer LLC 3.720.60%
New Zealand Parliament0.59%
FR SD16940.59%
VERUS 2026-2 A30.58%
Freddie Mac Pool0.57%
Aircastle Ltd.0.57%
Freddie Mac Pool0.56%
Freddie Mac Pool 4.000.55%
US TREASURY N/B0.54%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual0.53%
JP Morgan Mortgage Trust 2026-CES1 4.910.53%
SAUDI INT BOND0.52%
ING Groep NV (pfd) 4.88% 05/16/2174 Perpetual0.51%
Republic of Colombia0.50%
BARCLAYS MORTGAGE LOAN TRUST 2026-NQM2 A1 VAR 12/25/2065 144A0.50%
JP Morgan Mortgage Trust Series 2026-ACES10.50%
G2SF 5 4/260.49%
SANTANDER MORTGAGE ASSET RECEIV SER 2025-CES1 CL A1A V/R REGD 144A P/P 5.036000000.47%
BARC 2026-CES1 A1A 4.845% 01/25/2056 144A0.46%
Citigroup Inc., Series AA0.46%
Golub Capital Partners CLO 79B Ltd0.46%
Chase Home Lending Mortgage Trust 2025-8 6.000.46%
SANTAN 4 3/4 PERP0.45%
FREDDIE MAC POOL FR 06/53 FIXED 50.45%
FLEXENTIAL ISSUER LLC SER 2025-1A CL A2 REGD 144A P/P 6.030000000.45%
Birch Grove CLO 4 Ltd 5.700.45%
FN FS24620.45%
G2 MA74730.44%
RCKT MORTGAGE TRUST 2026-CES2 4.762% 02/01/2056 144A0.44%
Ginnie Mae II Pool 5.000.44%
UMBS Pool, 30 Year0.43%
FR RA68170.42%
Freddie Mac Pool 3.500.42%
UBS V9.25 PERP 144a0.42%
Swedbank AB (pfd) 7.63% 09/17/2174 Perpetual0.42%
Sequoia Mortgage Trust 2025-11 5.000.42%
FR RA67040.42%

ACCEX (Feb. 28, 2026)

SecurityWeight
Invesco Private Prime Fund8.53%
Invesco Private Government Fund3.30%
RPLDCI 6.581 05/30/49 144A0.72%
UST BILLS 0% 05/14/20260.67%
Eagle Funding LuxCo S.a.r.l.0.64%
GOLDMAN SACHS GP0.56%
AP Grange Holdings, LLC0.49%
RAISING CANE'S RESTAURANTS TERM B 1LN 11/03/20320.46%
QTS Thunder Managing Issuer LLC0.45%
RY V6.5 05/24/860.41%
GOLDMAN SACHS GP0.40%
US TREASURY N/B0.39%
MORGAN STANLEY0.38%
Wells Fargo & Co., Series L, Conv. Pfd.0.37%
US TREASURY N/B0.37%
X Corp., Term Loan B0.34%
WELLS FARGO CO0.34%
MORGAN STANLEY0.34%
Invesco Short Duration Total Return Bond ETF0.32%
US BANCORP0.32%
CATERPILLAR FINL0.32%
GOLDMAN SACHS GP0.31%
EMD Finance LLC0.29%
SK HYNIX INC 4.375%0.29%
FIFTH THIRD BANC0.28%
ORACLE CORP0.28%
Delaware Life Global Funding, Series 21-10.27%
MITSUB UFJ FIN0.27%
Invesco Treasury Portfolio, Institutional Class0.27%
ORACLE CORP0.26%
VRT 4.125 11/15/28 144A0.26%
Morgan Stanley Private Bank NA0.26%
Republic of Colombia0.26%
CAPITAL ONE FINL0.26%
Qdoba Funding LLC, Series 2023-1A, Class A20.25%
AMER ELEC PWR0.25%
OMNICOM GROUP0.25%
Electricite de France0.24%
IBM CORP0.24%
ALPHABET INC0.23%
ABBOTT LABS0.23%
META PLATFORMS0.23%
MAG Mutual Holding Co.0.23%
SA GLOBAL SUKUK LTD 4.125% 09/17/2030 144A0.22%
TransDigm, Inc.0.22%
Raising Cane's Restaurants LLC, Term Loan B0.22%
Bank of America Corp., Series N0.22%
MORGAN STANLEY0.22%
AMERICAN EXPRESS0.21%
Sonic Capital LLC, Series 2020-1A, Class A2I0.21%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.