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CFOIX vs XFFLX

Shared holdings
24
CFOIX covered by XFFLX
11.53%
XFFLX covered by CFOIX
11.53%

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.

CFOIX (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%

XFFLX (Jan. 31, 2026)

SecurityWeight
Franklin Institutional US Government Money Market Fund10.48%
HUB INTL LTD1.48%
UTEX Industries, Inc.1.48%
Ultimate Software Group, Inc., First Lien Term Loan1.37%
Sedgwick CMS Term Loan B 250 2031-07-011.32%
UFC Holdings, LLC, Term Loan1.19%
HOPPER MERGER SUB INC1.16%
ALLIANT INSURANCE 7/25 COV-LITE TLB 9/19/20311.02%
IRB Holding Corp, Term Loan B0.93%
INVESCO SENIOR LOAN ETF MUTUAL FUND0.92%
T/L DAYFORCE INC REGD 0.000000000.91%
T/L AADVANTAGE LOYALTY IP LTD. REGD 0.000000000.90%
GNC Holdings, Inc., Second Lien, CME Term Loan0.88%
FLYNN RESTAURANT TERM B 1LN 01/28/20320.86%
T/L ACRISURE LLC REGD 0.000000000.83%
Charter NEX US, Inc., Repriced Term Loan B0.82%
T/L LIFEPOINT HEALTH INC REGD ZCP TERM LOAN 0.000000000.78%
ASURION TERM B4 2LN 01/20/20290.76%
T/L KENAN ADVANTAGE GROUP REGD ZCP TERM LOAN 0.000000000.75%
TALEN ENERGY SUPPLY TERM TLB-EXIT 1LN 05/17/20300.75%
KND TL B 1L USD0.74%
FILTRATION GROUP TERM B 1LN 10/21/20280.73%
MH Sub I LLC, First Lien, 2024 December New Term Loan0.72%
ATHENA TL B 1L USD0.71%
MCFE TL B1 1L USD0.70%
T/L ONTARIO GAMING GTA LIMITED PARTNERSHIP REGD TERM LOAN 0.000000000.70%
Infoblox 1/25 TLB0.67%
FRSTST TL B 1L USD0.67%
VORTEX OPCO LLC PIK TL0.62%
Franklin Senior Loan ETF0.61%
T/L CMG MEDIA CORPORATION REGD 0.000000000.61%
PITNEY BOWES TERM B 1LN 03/19/20320.60%
GENESYS TERM B 1LN 01/30/20320.59%
CORELOGIC INC TL 1ST LIEN (TSFR3M+361.448) (FLR 0.5) 7.28640% 06-02-280.59%
T/L NEPTUNE BIDCO US INC REGD 0.000000000.58%
ALIXPA TL B 1L USD0.58%
Azuria Water Solutions, Inc. Term Loan First Lien0.58%
RELADYNE INC 2022 TERM LOAN B0.57%
Forefront Dermatology Term Loan B 425 2029-03-070.55%
CTAC TL B 1L USD0.55%
Novolex Term Loan B (Incremental) 325 2032-03-150.54%
BROPAR TL B4 1L USD0.54%
Osaic Term Loan B 300 2032-07-070.54%
EPICOR SOFTWARE TERM 1LN 05/30/20310.53%
T/L AI AQUA MERGER SUB INC 0.000000000.52%
Great Canadian Gaming Corp., First Lien Term Loan B0.51%
Powerteam Services 2/24 TLC0.49%
PROOFPOINT TERM 1LN 08/31/20280.49%
TRANSDIGM TERM K 1LN 03/22/20300.46%
UNSEAM TL B 1L USD0.46%

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