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CPXFX vs CSPF

Shared holdings
188
CPXFX covered by CSPF
54.10%
CSPF covered by CPXFX
54.10%

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.

CPXFX (March 31, 2026)

SecurityWeight
C V6.875 PERP GG1.67%
Bank of America Corp.1.27%
C V6.95 PERP FF1.24%
C V6.625 PERP1.20%
BNP V7.75 PERP 144A1.19%
METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/371.16%
State Street Institutional Treasury Plus Money Market Fund- Premier Class1.13%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR1.04%
Venture Global LNG, Inc.1.00%
ING GROEP NV JR SUBORDINA 12/99 VAR0.97%
Goldman Sachs Group, Inc. (The), Series X0.89%
BARCLAYS PLC REGD V/R /PERP/ 9.625000000.89%
UBS GROUP AG JR SUBORDINA 144A 12/99 VAR0.85%
RY V6.75 08/24/850.85%
Societe Generale SA (pfd) 10.00% 05/14/2174 Perpetual0.84%
ET V7.125 PERP G0.81%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR0.81%
AQNCN V4.75 01/18/820.81%
ENBRIDGE INC SUBORDINATED 03/78 VAR0.81%
STANDARD CHARTERED PLC JR SUBORDINA 144A 12/99 VAR0.80%
MS 6 5/8 PERP0.78%
UBS V9.25 PERP 144A0.76%
BNS 6 7/8 10/27/20850.76%
GS V6.85 PERP0.76%
SANTAN 8 PERP0.75%
CREDIT AGRICOLE SA F2V0.75%
NOMURA HOLDINGS INC JR SUBORDINA 12/99 VAR0.72%
State Street Navigator Securities Lending Portfolio II0.70%
UBS V7 PERP 1440.70%
ENBRIDGE INC SUBORDINATED 01/84 VAR0.69%
Societe Generale SA (pfd) 6.75% 10/06/2174 Perpetual0.68%
ET V6.625 PERP B0.68%
CVS Health Corp.0.64%
RLGH Finance Bermuda Ltd0.62%
SEMPRA0.61%
SOCIETE GENERALE SA JR SUBORDINA 144A 12/99 VAR0.59%
South Bow Canadian infrastructure Holdings Ltd.0.59%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual0.59%
HSBC Holdings PLC0.58%
DOMINION ENERGY0.58%
BNP Paribas SA0.58%
UBS V7 PERP 144a0.57%
Toronto-Dominion Bank/The0.57%
CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 07/86 VAR0.57%
ALTAGAS LTD REGD V/R 144A P/P 7.200000000.55%
TELUS Corp.0.55%
METLIFE INC JR SUBORDINA 144A 04/68 9.250.55%
ING Groep NV0.55%
SOCIETE GENERALE SA JR SUBORDINA 144A 12/99 VAR0.55%
The PNC Financial Services Group, Inc.0.54%

CSPF (March 31, 2026)

SecurityWeight
C V6.625 PERP2.25%
ING GROEP NV JR SUBORDINA 12/99 VAR1.54%
TORONTO-DOMINION BANK/THE JR SUBORDINA 07/84 VAR1.38%
UBS GROUP AG JR SUBORDINA 144A 12/99 VAR1.31%
State Street Navigator Securities Lending Portfolio II1.27%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR1.19%
TELUS CORP REGD V/R SER ... 6.625000001.15%
RY V6.75 08/24/851.11%
UBS V7 PERP 1441.04%
PHILLIPS 66 CO1.03%
Truist Financial Corp., Series N1.02%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR1.01%
C V6.875 PERP GG1.00%
M&T Bank Corp., Series K, Pfd.0.98%
Bank of Montreal0.96%
AMER ELEC PWR0.92%
Credit Agricole SA (pfd) 7.25% 03/23/2174 Perpetual0.90%
METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/370.89%
RLGH Finance Bermuda Ltd0.85%
SOCIETE GENERALE SA JR SUBORDINA 144A 12/99 VAR0.83%
Deutsche Bank Aktiengesellschaft0.82%
Electricite de France SA0.80%
TELUS CORP REGD V/R SER . 6.375000000.77%
Wells Fargo & Co.0.77%
ET V7.125 PERP G0.76%
HSBC Holdings PLC0.75%
Coventry Building Society0.73%
Nationwide Building Society0.72%
STANDARD CHARTERED PLC JR SUBORDINA 144A 12/99 VAR0.70%
BNS 6 7/8 10/27/20850.69%
Stellantis NV0.68%
BMO V6.875 11/26/85 60.68%
South Bow Canadian infrastructure Holdings Ltd.0.68%
NOMURA HOLDINGS INC JR SUBORDINA 12/99 VAR0.68%
Venture Global LNG, Inc.0.65%
Deutsche Bank AG0.64%
HASI V7.125 11/15/560.61%
Verizon Communications Inc0.60%
Societe Generale SA (pfd) 6.75% 10/06/2174 Perpetual0.59%
TELEFONICA EUROPE BV EUAMDB08+NA PERP REGS0.58%
BANCO SANTANDER SA REGD V/R /PERP/ SER * 9.625000000.58%
ENBRIDGE INC SUBORDINATED 03/78 VAR0.57%
AMER ELEC PWR0.57%
Aspen Insurance Holdings Ltd.0.57%
Stellantis NV0.55%
NextEra Energy Capital Holdings, Inc. Series Z0.55%
Enel SpA0.55%
Volkswagen International Finance NV0.54%
GLOBAL ATLANTIC FIN CO REGD V/R 144A P/P 7.250000000.54%
SANTAN 4 3/4 PERP0.53%

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