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APDFX vs High Yield Bond Portfolio

Shared holdings
71
APDFX covered by B
13.50%
B covered by APDFX
13.50%

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.

APDFX (March 31, 2026)

SecurityWeight
BLKR-LIQ T-INS8.84%
ARDONAGH GRP. FIN. 8.875%2.98%
VSTJET 6.375% Sr Unsecured Nts due 2030 144A2.18%
ARCHES BUYER INC REGD 144A P/P 4.250000001.80%
GSM Holdings, Inc. First Lien Term Loan1.78%
ULTI 6.875 02/01/31 144A1.67%
ITPCN TL 1L USD1.67%
Medline Borrower, L.P.1.57%
Carnival Corp.1.44%
TKC Holdings Inc1.28%
NCL Finance Ltd1.26%
Nexus Buyer LLC Second Lien Term Loan1.26%
MAJORDRIVE HOLDINGS IV, LLC TLB1.22%
1440 FOOD TOPCO LLC TERM LOAN B1.12%
ACRISURE LLC / FIN INC SR UNSECURED 144A 08/29 61.07%
TRUCK HERO, INC. 1/31/20281.03%
CHTR 4.25 02/01/31 144A1.00%
ARDONAGH FINCO LTD REGD 144A P/P 7.750000000.99%
Carnival Corp.0.96%
NAVCOR 6.875 10/01/33 144A0.93%
CCO Holdings LLC / CCO Holdings Capital Corp0.93%
Ultimate Software Group, Inc., First Lien Term Loan0.90%
Tectum Holdings/Truck Hero 9/23 Incremental TL0.86%
ALERA TERM 2LN 05/31/20330.84%
MXCN 5 1/4 12/15/290.83%
CCO Holdings, LLC/CCO Holdings Capital Corp.0.77%
NAVCOR 8.5 03/15/30 144A0.77%
SFRFP 6.875 07/15/32 144A0.74%
CORPBOND0.73%
Alliant Holdings Intermediate, LLC/Alliant Holdings Co-Issuer, Inc.0.73%
Bellring Intermediate Holdings, Inc.0.72%
RENAISSANCE LEARNING TERM B 1LN 4/5/20300.71%
NCLH 7.75 02/15/29 144A0.70%
Vista Management Holding, Inc. First Lien Term Loan0.70%
TKC HOLDINGS TERM 1LN 08/19/20300.68%
ELLUCIAN TERM 2LN 11/22/20320.65%
INFOBLOX 4/24 2ND LIEN TL 29-Nov-300.63%
NCL Corp. Ltd.0.62%
NORDSTROM INC SR SECURED 01/44 50.60%
United Parks And Resorts Inc.0.60%
T/L CP ATLAS BUYER INC REGD 0.000000000.60%
TKC Holdings Inc0.59%
Promontory Interfinancial/IntraFi Network 1/25 TLB0.59%
BROPAR 5.875 04/15/29 144A0.59%
ARCHES BUYER INC SR UNSECURED 144A 12/28 6.1250.57%
SHIFT4 PAYMENTS LLC / SHIFT4 P COMPANY GUAR 144A 08/32 6.750.56%
Kioxia Holdings Corp.0.55%
Medline Borrower, L.P.0.55%
QUIKRETE HOLDINGS INC SR SECURED 144A 03/32 6.3750.55%
VISTAJET MALTA/VM HOLDS SR UNSECURED 144A 05/27 7.8750.52%

High Yield Bond Portfolio (March 31, 2026)

SecurityWeight
ARDONAGH GRP. FIN. 8.875%1.06%
Medline Borrower, L.P.0.88%
McAfee Corp0.84%
TIHLLC 7 1/8 06/01/310.76%
MADISON IAQ LLC SR UNSECURED 144A 06/29 5.8750.75%
TEP 6.75 03/15/34 144A0.73%
SKX 10 07/15/33 144a0.73%
ULTI 6.875 02/01/31 144A0.73%
USI INC/NY SR UNSECURED 144A 01/32 7.50.71%
HUB INTL. LTD 7.375%0.70%
GRIFOLS SA REGD 144A P/P 4.750000000.68%
BROPAR 5.875 04/15/29 144A0.67%
Restaurant Brands International Limited Partnership0.66%
POWSOL 6.75 09/15/32 144A0.65%
EMRLD Borrower L.P./ Emerald Co-Issuer Inc.0.64%
Clarivate Science Holdings Corp.0.63%
TransDigm, Inc.0.59%
TELENET FINANCE LUX NOTE SR SECURED 144A 03/28 5.50.58%
SS&C Technologies, Inc.0.57%
MINERVA MERGER SUB INC0.56%
CORPBOND0.56%
1261229 BC Ltd0.56%
ICECR 6 08/01/32 144a0.55%
HUB International Ltd.0.53%
TRANSDIGM INC SR SECURED 144A 03/32 6.6250.53%
ROCSOF 6.5 02/15/29 144A0.52%
Cloud Software Group Inc0.49%
IHO VERWALTUNGS GMBH SR SECURED 144A 11/32 80.49%
AMWINS GRP. INC 4.875%0.48%
CELANESE US HOLDINGS LLC SR UNSEC 6.75% 04-15-330.48%
Iron Mountain Inc.0.47%
AMNTEC 7.25 08/01/32 144A0.46%
LCM Investments Holdings II, LLC0.46%
Bellring Intermediate Holdings, Inc.0.46%
UPC BROADBAND FINCO BV SR SECURED 144A 07/31 4.8750.46%
Cloud Software Group, Inc.0.45%
WHTCAP 7.375 11/15/30 144A0.45%
SPX FLOW INC REGD 144A P/P 8.750000000.45%
HUB INTL LTD0.44%
MXPRLL 7.75 07/15/30 144A0.43%
RCM 6.875 11/15/31 144A0.43%
APLD COMPUTECO LLC SR SECURED 144A 12/30 9.250.42%
Industrial F&B Investments III Inc0.42%
ANTERO MIDSTREAM PARTNERS LP / ANTERO MIDSTREAM FIN CORP 5.75% 01/15/2028 144A0.42%
Garda World Security Corp0.42%
ORGANON & CO/ORGANON FOR REGD 144A P/P 7.875000000.42%
AMYNTA BOR/WNTY0.41%
United Parks And Resorts Inc.0.41%
QUIKRETE HOLDINGS INC SR UNSECURED 144A 03/33 6.750.41%
PSDO 7.5 06/01/31 144A0.41%

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