Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BTSIX vs MHESX
Shared holdings
1
BTSIX covered by MHESX
17.34%
MHESX covered by BTSIX
17.34%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BTSIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MONEYMKT | 30.59% | |
| ISHARES TREASURY FLOATING RATE BOND ETF | 11.89% | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 7.94% | |
| STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND | 7.93% | |
| JANUS HENDERSON AAA CLO ETF MUTUAL FUND | 5.95% | |
| ISHARES 7-10 YEAR TSY. BD | 5.94% | |
| ISHARES AGENCY BOND ETF | 5.93% | |
| ProShares S&P 500 Dividend Aristocrats ETF | 3.98% | |
| VANGUARD INF T E | 3.98% | |
| ISHARES U.S. BASIC MATERI | 3.97% | |
| INVESCO CEF INCO | 3.97% | |
| Janus Henderson B-BBB CLO ETF - Class USD INC | 3.97% | |
| State Street SPDR Bloomberg Short Term High Yield Bond ETF | 3.96% |
MHESX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MONEYMKT | 17.34% | |
| Thornburg Global Opportunities Class I | 10.29% | |
| The Hartford International Value | 8.59% | |
| Fidelity Select Industrials Portfolio | 8.53% | |
| State Street Hedged Intl Developed Equity Index Class K | 7.82% | |
| Schwab Fundamental International Large Company Index Fund | 7.44% | |
| Third Avenue Value Class I | 7.38% | |
| Eaton Vance Emerging and Frontier Countries Equity Fund Class I | 7.08% | |
| WCM Focused International Growth Class I | 6.92% | |
| Artisan Global Value Class I | 6.89% | |
| PZENA EMERGING MARKETS VALUE FD INST CLASS | 6.17% | |
| MFS International Equity Class R6 | 5.56% |
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