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CFOAX vs RPIFX

Shared holdings
25
CFOAX covered by RPIFX
13.21%
RPIFX covered by CFOAX
13.21%

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.

CFOAX (March 31, 2026)

SecurityWeight
HUB INTL LTD4.19%
Charter NEX US, Inc., Repriced Term Loan B3.99%
JAZZ PHARMACEUTICALS TERM B2 1LN 05/05/20283.24%
CREATIVE PLANNING TERM B 1LN 5/17/20312.85%
CLARIOS TERM B 1LN 01/28/20322.24%
Mozart Debt Merger Sub Inc. (Medline Industries), Term Loan2.23%
ALLIANT INSURANCE 7/25 COV-LITE TLB 9/19/20312.20%
WESTINGHOUSE TERM B 1LN 01/27/20312.02%
MADISON IAQ LLC TERM LOAN2.01%
AMWINS TERM B 1LN 01/30/20322.00%
Sedgwick CMS Term Loan B 250 2031-07-011.90%
TK Elevator US Newco Inc2025 USD Term Loan B1.78%
T/L AADVANTAGE LOYALTY IP LTD. REGD 0.000000001.76%
CHTR TL B5 1L USD1.75%
Garda World Security Corporation, Term Loan B1.65%
Froneri US Inc2024 USD Term Loan B41.62%
PRSESE TL B1 1L USD1.60%
Pacific Dental Services, LLC, Term Loan B1.59%
SURGERY CENTER HOLDINGS INC TL 1ST LIEN (TSFR1M+250) (FLR 0.0) FRN 12-19-301.52%
ENGINEERED MACHY 11/26/321.47%
CWK 6.75 05/15/28 144A1.41%
American Airlines Inc/AAdvantage Loyalty IP Ltd1.40%
EPICOR SOFTWARE TERM 1LN 05/30/20311.39%
CTAC TL B 1L USD1.38%
MI Windows & Doors LLC1.34%
Terex Term Loan B 175 2031-10-011.33%
American Residential Services LLC, First Lien, 2025 Refinancing Term Loan1.32%
CORPBOND1.32%
Priority Waste Holdings LLC/Revolver 8/231.26%
Core & Main L.P., Term Loan D1.17%
T/L ASCEND LEARNING LLC REGD 0.000000001.17%
USI TERM D 1LN 11/21/20291.17%
FILTRATION GROUP TERM B 1LN 10/21/20281.16%
Planet US Buyer/Wood Mackenzie 1/24 Cov-Lite TLB1.11%
Spring Education Group, Inc., Term Loan1.10%
GRSTAR TL B2 1L USD1.09%
Avolon TLB Borrower 1 (US) LLC, Term Loan B61.08%
MSILF-GOVT-INS1.07%
WRIGHT EXPRESS 11/24 COV-LITE TLB 31-Mar-281.03%
KKR Apple Bidco LLC, Term Loan B1.02%
Imprivata Term Loan B 300 2027-12-011.00%
Azuria Water Solutions, Inc., Term Loan B1.00%
T/L ALLSPRING BUYER LLC REGD ZCP TERM LOAN 0.000000001.00%
IRB Holding Corp, Term Loan B1.00%
T/L RECESS HOLDINGS INC REGD 0.000000000.96%
Culligan Holding 07/31/280.94%
International SOS L.P. (AEA International), Term Loan B0.91%
JFL-Tiger Acquisition Co., Inc., First Lien, Initial Term Loan0.90%
Libbey Glass LLC, Term Loan B0.89%
VIRGIN/O2 TERM Q 1LN 01/31/20290.88%

RPIFX (Feb. 28, 2026)

SecurityWeight
T Rowe Price Government Reserve Investment Fund8.85%
HOPPER MERGER SUB INC1.59%
HUB INTL LTD1.31%
APPLIED SYST FRN 2/311.30%
TRUIST INSURANCE TERM 2LN 05/06/20321.28%
ALERA TERM 2LN 05/31/20331.24%
Ultimate Software Group, Inc., First Lien Term Loan1.24%
EPICOR SOFTWARE TERM 1LN 05/30/20311.17%
Sedgwick CMS Term Loan B 250 2031-07-011.11%
UNSEAM TL B 1L USD1.09%
LTI Holdings, Inc., First Lien, 2024 Term Loan1.06%
NLSN TL B 1L USD1.02%
Level 3 Term Loan B-4 325 2032-03-011.02%
OPELLA TERM B 1LN 04/23/20320.99%
T/L FOCUS FINANCIAL PARTNERS LLC REGD 0.000000000.99%
ENGINEERED MACHY 11/26/320.93%
APPLIED SYSTEMS TERM 2LN 02/23/20320.92%
UFC Holdings, LLC, Term Loan0.90%
ELLUCIAN HOLDINGS INC0.88%
T/L HIGHTOWER HOLDING LLC REGD 0.000000000.87%
Mozart Debt Merger Sub Inc. (Medline Industries), Term Loan0.83%
FILTRATION GROUP TERM B 1LN 10/21/20280.82%
Charter NEX US, Inc., Repriced Term Loan B0.82%
X Corp., Term Loan B0.81%
CLARIOS TERM B 1LN 01/28/20320.79%
RESPAR TL B 1L USD0.78%
X Corp., Term Loan B0.77%
T/L CMG MEDIA CORPORATION REGD 0.000000000.74%
Rivian Holdings LLC/Rivian LLC/Rivian Automotive LLC 10.00 01/15/20310.74%
Autokiniton US Holdings, Inc., Term Loan B0.74%
T/L CROWN FINANCE US INC 0.000000000.73%
HOPPER MERGER SUB INC0.73%
AMC Entertainment Holdings, Inc. , Term Loan0.70%
T/L THE EDELMAN FINANCIAL ENGINES CENTER LLC REGD 0.000000000.69%
TIBX TL B2 1L USD0.68%
SURGERY CENTER HOLDINGS INC TL 1ST LIEN (TSFR1M+250) (FLR 0.0) FRN 12-19-300.68%
MCFE TL B1 1L USD0.64%
T/L ACRISURE LLC REGD 0.000000000.63%
Ellucian Holdings, Inc., First Lien Term Loan B10.63%
OneDigital Health and Benefits Second-lien Term Loan 525 2032-06-020.63%
Cloud Software Group Inc0.60%
Mavis Tire Express Services TopCo, L.P., First Lien Term Loan0.59%
ALLIANT INSURANCE 7/25 COV-LITE TLB 9/19/20310.59%
MACLEAN0.58%
T/L AADVANTAGE LOYALTY IP LTD. REGD 0.000000000.57%
Alera Group, Inc., Term Loan B0.57%
Engineered Machinery Holdings, Inc., Second Lien, Incremental Amendment No. 3 Term Loan0.56%
TALEN ENERGY TERM B 1LN 12/13/20310.55%
Quikrete Term Loan B-3 (Incremental) 225 2032-01-230.55%
William Morris Endeavor Entertainment LLC, Term Loan C0.55%

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