Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CFORX vs JPHAX
Shared holdings
20
CFORX covered by JPHAX
11.67%
JPHAX covered by CFORX
11.67%
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.
CFORX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| HUB INTL LTD | 4.19% | |
| Charter NEX US, Inc., Repriced Term Loan B | 3.99% | |
| JAZZ PHARMACEUTICALS TERM B2 1LN 05/05/2028 | 3.24% | |
| CREATIVE PLANNING TERM B 1LN 5/17/2031 | 2.85% | |
| CLARIOS TERM B 1LN 01/28/2032 | 2.24% | |
| Mozart Debt Merger Sub Inc. (Medline Industries), Term Loan | 2.23% | |
| ALLIANT INSURANCE 7/25 COV-LITE TLB 9/19/2031 | 2.20% | |
| WESTINGHOUSE TERM B 1LN 01/27/2031 | 2.02% | |
| MADISON IAQ LLC TERM LOAN | 2.01% | |
| AMWINS TERM B 1LN 01/30/2032 | 2.00% | |
| Sedgwick CMS Term Loan B 250 2031-07-01 | 1.90% | |
| TK Elevator US Newco Inc2025 USD Term Loan B | 1.78% | |
| T/L AADVANTAGE LOYALTY IP LTD. REGD 0.00000000 | 1.76% | |
| CHTR TL B5 1L USD | 1.75% | |
| Garda World Security Corporation, Term Loan B | 1.65% | |
| Froneri US Inc2024 USD Term Loan B4 | 1.62% | |
| PRSESE TL B1 1L USD | 1.60% | |
| Pacific Dental Services, LLC, Term Loan B | 1.59% | |
| SURGERY CENTER HOLDINGS INC TL 1ST LIEN (TSFR1M+250) (FLR 0.0) FRN 12-19-30 | 1.52% | |
| ENGINEERED MACHY 11/26/32 | 1.47% | |
| CWK 6.75 05/15/28 144A | 1.41% | |
| American Airlines Inc/AAdvantage Loyalty IP Ltd | 1.40% | |
| EPICOR SOFTWARE TERM 1LN 05/30/2031 | 1.39% | |
| CTAC TL B 1L USD | 1.38% | |
| MI Windows & Doors LLC | 1.34% | |
| Terex Term Loan B 175 2031-10-01 | 1.33% | |
| American Residential Services LLC, First Lien, 2025 Refinancing Term Loan | 1.32% | |
| CORPBOND | 1.32% | |
| Priority Waste Holdings LLC/Revolver 8/23 | 1.26% | |
| Core & Main L.P., Term Loan D | 1.17% | |
| T/L ASCEND LEARNING LLC REGD 0.00000000 | 1.17% | |
| USI TERM D 1LN 11/21/2029 | 1.17% | |
| FILTRATION GROUP TERM B 1LN 10/21/2028 | 1.16% | |
| Planet US Buyer/Wood Mackenzie 1/24 Cov-Lite TLB | 1.11% | |
| Spring Education Group, Inc., Term Loan | 1.10% | |
| GRSTAR TL B2 1L USD | 1.09% | |
| Avolon TLB Borrower 1 (US) LLC, Term Loan B6 | 1.08% | |
| MSILF-GOVT-INS | 1.07% | |
| WRIGHT EXPRESS 11/24 COV-LITE TLB 31-Mar-28 | 1.03% | |
| KKR Apple Bidco LLC, Term Loan B | 1.02% | |
| Imprivata Term Loan B 300 2027-12-01 | 1.00% | |
| Azuria Water Solutions, Inc., Term Loan B | 1.00% | |
| T/L ALLSPRING BUYER LLC REGD ZCP TERM LOAN 0.00000000 | 1.00% | |
| IRB Holding Corp, Term Loan B | 1.00% | |
| T/L RECESS HOLDINGS INC REGD 0.00000000 | 0.96% | |
| Culligan Holding 07/31/28 | 0.94% | |
| International SOS L.P. (AEA International), Term Loan B | 0.91% | |
| JFL-Tiger Acquisition Co., Inc., First Lien, Initial Term Loan | 0.90% | |
| Libbey Glass LLC, Term Loan B | 0.89% | |
| VIRGIN/O2 TERM Q 1LN 01/31/2029 | 0.88% |
JPHAX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| JPM-US GV MM-L | 2.36% | |
| WESTINGHOUSE TERM B 1LN 01/27/2031 | 1.06% | |
| IHEARTCOMMUNICATIONS TL | 0.92% | |
| T/L AADVANTAGE LOYALTY IP LTD. REGD 0.00000000 | 0.90% | |
| GENESYS TERM B 1LN 01/30/2032 | 0.88% | |
| Insulet Term Loan B 200 2031-08-01 | 0.88% | |
| T/L CLEAR CHANNEL OUTDOOR HOLDING INC REGD 0.00000000 | 0.87% | |
| HARSCO CORPORATION 2021 TERM LOAN | 0.82% | |
| Ultimate Software Group, Inc., First Lien Term Loan | 0.82% | |
| Triton Water Holdings, Inc., Term Loan B | 0.82% | |
| CPPIB OVM MEMBER US LLC TERM LOAN B | 0.82% | |
| VRT TL B 1L USD | 0.81% | |
| Option Care Health Inc 2025 Term Loan B | 0.80% | |
| Creative Artists Agency, LLC/Term Loan 07/25 | 0.79% | |
| ATHENA TL B 1L USD | 0.78% | |
| HUB INTL LTD | 0.77% | |
| Genesee & Wyoming Term Loan B 200 2031-03-25 | 0.77% | |
| T/L MAUSER PACKAGING SOLUTIONS HOLDING COMPANY 0.00000000 | 0.77% | |
| MADISON IAQ LLC TERM LOAN | 0.77% | |
| Exgen Renewables IV LLC, First Lien Term Loan | 0.76% | |
| ASURION TERM LOAN B11 1LN 08/19/2028 | 0.75% | |
| PRSESE TL B1 1L USD | 0.75% | |
| Sedgwick CMS Term Loan B 250 2031-07-01 | 0.74% | |
| T/L ENDO FINANCE HOLDINGS INC REGD TERM LOAN 0.00000000 | 0.73% | |
| INVESCO SENIOR LOAN ETF MUTUAL FUND | 0.73% | |
| BAUSCH LOMB CORP TL | 0.72% | |
| INST TL B 1L USD | 0.72% | |
| AHEDBB TL B5 1L USD | 0.72% | |
| Avis Budget Car Rental LLC / Avis Budget Finance Inc 4.75 04/01/2028 | 0.72% | |
| PRAIRIE ECI ACQUIROR LP 2026 REPRICED TERM LOAN B | 0.72% | |
| Sanmina Corp Term Loan B | 0.71% | |
| WAND NEWCO 3, INC. TL 30-Jan-31 | 0.71% | |
| Ineos US Finance LLC, TLB | 0.71% | |
| ENV TL 1L USD | 0.71% | |
| Quikrete Term Loan B-1 225 2029-03-01 | 0.71% | |
| NGL ENERGY PARTNERS LP 2024 TERM LOAN B | 0.70% | |
| GRATHO TL B 1L USD | 0.70% | |
| ALLIANT INSURANCE 7/25 COV-LITE TLB 9/19/2031 | 0.69% | |
| Novolex Term Loan B (Incremental) 325 2032-03-15 | 0.69% | |
| PetSmart Term Loan B 400 2032-08-02 | 0.68% | |
| RCM TL B 1L USD | 0.68% | |
| NRG TERM B 1LN 04/16/2031 | 0.68% | |
| FRSTST TL B 1L USD | 0.68% | |
| TRANSDIGM TERM J 1LN 02/28/2031 | 0.67% | |
| SPX FLOW, Inc., First Lien, Amendment No. 4 Term Loan | 0.67% | |
| JETBLUE AIRWAYS CORPORATION 2024 TERM LOAN B | 0.67% | |
| Vistra Operations Company LLC, First Lien Term Loan B3 | 0.67% | |
| T/L AAL DELAWARE HOLDCO INC REGD 0.00000000 | 0.67% | |
| BLKFPL TL B 1L USD | 0.66% | |
| WYNN RESORTS FIN LLC / CAP CORP 5.125% 10/01/2029 144A | 0.65% |
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