Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CFRCX vs SFHIX
Shared holdings
86
CFRCX covered by SFHIX
20.10%
SFHIX covered by CFRCX
20.10%
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.
CFRCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 4.17% | |
| INVESCO SENIOR LOAN ETF MUTUAL FUND | 2.39% | |
| STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND | 1.95% | |
| SYNH TL B 1L USD | 1.24% | |
| BROPAR TL B4 1L USD | 1.22% | |
| CULLHO TL B 1L USD | 1.15% | |
| IMFIGR TL B 1L USD | 1.12% | |
| T/L LIFEPOINT HEALTH INC REGD ZCP TERM LOAN 0.00000000 | 1.12% | |
| WJACN TL B 1L USD | 1.09% | |
| RCAP TL B3 1L USD | 1.09% | |
| Press Ganey Holdings, Inc., Repriced Term Loan B | 0.97% | |
| BAUSCH LOMB CORP TL | 0.97% | |
| ATHENA TL B 1L USD | 0.96% | |
| Team Health Term Loan B 400 2028-06-01 | 0.93% | |
| Cengage Learning, Inc., Term Loan B | 0.93% | |
| UNSEAM TL B 1L USD | 0.92% | |
| AMSPEC TL B 1L USD | 0.92% | |
| MEDRSK TL 1L USD | 0.91% | |
| FOCUS FINANCIAL TERM B8 1LN 09/15/2031 | 0.90% | |
| PRXL TL B 1L USD | 0.90% | |
| VCVHHO TL B 1L USD | 0.89% | |
| RCM TL B 1L USD | 0.88% | |
| T/L THE EDELMAN FINANCIAL ENGINES CENTER LLC REGD 0.00000000 | 0.88% | |
| ENV TL B 1L USD | 0.87% | |
| GWCN TL B 1L USD | 0.87% | |
| ZELIS TERM B 1LN 11/26/2031 | 0.85% | |
| SOPHLN TL B 1L USD | 0.84% | |
| HEARTL TL B 1L USD | 0.83% | |
| T/L TENNECO INC REGD 0.00000000 | 0.81% | |
| ConnectWise Term Loan B 350 2028-09-07 | 0.80% | |
| Osaic Holdings, Inc., First Lien, CME Term Loan, B | 0.80% | |
| Orbit Private Holdings I Ltd., First Lien 2025 Refinancing Term Loan | 0.80% | |
| TIBX TL B2 1L USD | 0.79% | |
| Golden State Foods LLC, First Lien, Initial CME Term Loan | 0.78% | |
| T/L DAYFORCE INC REGD 0.00000000 | 0.74% | |
| T/L OPAL US LLC 0.00000000 | 0.73% | |
| ULTI TL B 1L USD | 0.70% | |
| GC FERRY ACQUISITION I INC TERM LOAN | 0.69% | |
| JetBlue Airways Corporation Initial Term Loan | 0.68% | |
| HYPINS TL B 1L USD | 0.68% | |
| KASEYA TL B 1L USD | 0.67% | |
| QLIK TL B 1L USD | 0.66% | |
| NOURISH BUYER I INC 2026 REPRICED TERM LOAN B | 0.65% | |
| Alera Group, Inc., Term Loan B | 0.65% | |
| AMNEAL PHARMACEUTICALS LLC 2026 REPRICED TERM LOAN | 0.64% | |
| WIN Waste Innovations Holdings, Inc., Term Loan B | 0.64% | |
| LEIA FINCO US TL 1L 10/9/2031 | 0.63% | |
| COGNTA TL B3 1L USD | 0.59% | |
| CTNOPM TL B 1L USD | 0.59% | |
| ASCENS TL B 1L USD | 0.57% |
SFHIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| INVESCO SENIOR LOAN ETF MUTUAL FUND | 4.74% | |
| FRST AM-GV OB-X | 3.98% | |
| T/L DELIVERY HERO SE REGD 0.00000000 | 0.97% | |
| GRIFOLS WORLDWIDE OPERATIONS U USD 2019 TERM LOAN B | 0.84% | |
| Cincinnati Bell, Inc., Term Loan B4 | 0.83% | |
| MCFE TL B1 1L USD | 0.80% | |
| T/L CENTRAL PARENT LLC REGD ZCP TERM LOAN 0.00000000 | 0.79% | |
| Asurion First-lien Term Loan B-14 375 2033-02-09 | 0.71% | |
| Cirque Du Soleil Holding USA Newco Inc | 0.70% | |
| IRB Holding Corp, Term Loan B | 0.69% | |
| Ensono LP 2021 Term Loan | 0.69% | |
| TKC HOLDINGS TERM 1LN 08/19/2030 | 0.67% | |
| Solera Term Loan B 400 2028-05-15 | 0.67% | |
| FINASTRA USA INC TL | 0.65% | |
| HOPPER MERGER SUB INC | 0.63% | |
| NLSN TL B 1L USD | 0.63% | |
| PLTK TL B 1L USD | 0.60% | |
| Culligan Holding 07/31/28 | 0.60% | |
| HEARTL TL B 1L USD | 0.59% | |
| MODENA BUYER LLC TL 1L 7/1/2031 | 0.59% | |
| T/L ACRISURE LLC REGD 0.00000000 | 0.58% | |
| Tempo Acquisition LLC, First Lien, Seventh Incremental CME Term Loan | 0.58% | |
| BARRACUDA TERM 1LN 8/15/2029 | 0.58% | |
| The Action Environmental Group Inc 2023 Term Loan B | 0.57% | |
| QLIK TL B 1L USD | 0.57% | |
| BOXER PARENT TL | 0.56% | |
| T/L ENDO FINANCE HOLDINGS INC REGD TERM LOAN 0.00000000 | 0.55% | |
| Team Health Term Loan B 400 2028-06-01 | 0.54% | |
| NUMERICABLE US LLC | 0.54% | |
| Inizio Group Ltd., First Lien Term Loan | 0.53% | |
| 888 Acquisitions LLC | 0.52% | |
| T/L MILANO ACQUISITION CORP REGD 0.00000000 | 0.51% | |
| ZAYO TL 1L USD | 0.50% | |
| T/L GREAT OUTDOORS GROUP LLC REGD 0.00000000 | 0.49% | |
| Ultimate Software Group, Inc., First Lien Term Loan | 0.49% | |
| TK Elevator US Newco Inc2025 USD Term Loan B | 0.48% | |
| Access CIG, LLC/Term Loan 8/25 | 0.48% | |
| Garda World Security Corporation, Term Loan B | 0.48% | |
| ADMI Corp., First Lien Amendment No. 5 Term Loan | 0.47% | |
| Karman Holdings Term Loan B (Add-on) 275 2032-04-01 | 0.47% | |
| ExamWorks Term Loan B 250 2033-01-24 | 0.46% | |
| RP TL B 1L USD | 0.46% | |
| Ontario Gaming GTA LP Term Loan B | 0.45% | |
| MICHAELS TERM 1LN 02/19/2033 | 0.45% | |
| HUB INTL LTD | 0.45% | |
| Crown Subsea Communications Holding, Inc., First Lien, 2026 CME Term Loan | 0.45% | |
| T/L LIFEPOINT HEALTH INC REGD ZCP TERM LOAN 0.00000000 | 0.45% | |
| Level 3 Term Loan B-4 325 2032-03-01 | 0.44% | |
| Quikrete Term Loan B-3 (Incremental) 225 2032-01-23 | 0.44% | |
| T/L ROCKET SOFTWARE INC REGD 0.00000000 | 0.44% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.