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FCVT vs CCVIX

Shared holdings
58
FCVT covered by CCVIX
43.63%
CCVIX covered by FCVT
43.63%

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.

FCVT (April 30, 2026)

SecurityWeight
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-284.51%
Lumentum Holdings Inc., Conv.3.86%
DREY-GVT CSH-I2.65%
Boeing Co. (The), Conv. Pfd.2.36%
Morgan Stanley Finance LLC2.04%
ON Semiconductor Corporation, Convertible1.85%
NextEra Energy Capital Holdings, Inc., Convertible1.78%
LYV 2.875 01/15/301.76%
Morgan Stanley Finance LLC1.64%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A1.64%
Wells Fargo & Co., Series L, Conv. Pfd.1.33%
ALBEMARLE CORP PFD1.30%
BABA 0.5 06/01/311.25%
Nebius Group NV 1.0%, Due 09/15/20301.22%
NBIS 1.25 03/15/311.21%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-281.13%
MKS INC SR UNSECURED 06/30 1.251.11%
Oracle Corp., Series D1.08%
BTSG 6.75 02/01/271.06%
STX 3.5 06/01/281.04%
IREN LTD SR UNSECURED 144A 07/31 0.00001.04%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20280.98%
JAZZ INVTS I LTD CONV 3.125% 09/15/20300.96%
Bank of America Corp., Series L, Conv. Pfd.0.95%
HPE 7 5/80.94%
SNOWFLAKE INC CONV 0% 10/01/20270.90%
RIVN 3.625 10/15/300.88%
IONS 0 12/01/300.88%
Akamai Technologies, Inc., Convertible0.87%
AEIS 2.5 09/15/280.87%
CRWV 1.75 12/01/310.87%
The Southern Company0.87%
GVA 3 1/4 06/15/300.82%
WT 4.625 08/15/300.82%
MTSI 0 12/15/290.81%
BWX Technologies, Inc., Convertible0.81%
SMTC 0 10/15/300.80%
WEC Energy Group, Inc., Convertible0.80%
Viavi Solutions, Inc., Convertible0.78%
SOLARIS ENERGY INFRASTRUCTURE SR UNSECURED 10/31 0.250.77%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8750.77%
NEBIUS GROUP NV CONV 2.75% 09/15/2032 144A0.74%
UCTT 0 03/15/310.73%
QXO INC PREFERRED STOCK 05/28 5.50.73%
MPUS 3 03/01/300.71%
LEU 0 08/15/320.70%
PLANET LABS PBC CONV 0.5% 10/15/2030 144A0.69%
ZTS 0.25 06/15/290.67%
CORZ 0 06/15/310.65%
DOCN 0 08/15/300.64%

CCVIX (Jan. 31, 2026)

SecurityWeight
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.51%
Lumentum Holdings Inc., Conv.3.24%
Boeing Co. (The), Conv. Pfd.3.14%
MKS INC SR UNSECURED 06/30 1.252.90%
State Street Navigator Securities Lending Government Money Market Portfolio2.73%
NextEra Energy Capital Holdings, Inc., Convertible2.50%
Alibaba Group Holding Ltd.2.19%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A2.03%
BWX Technologies, Inc., Convertible2.00%
STX 3.5 06/01/281.97%
CYBR 0 06/15/301.80%
Akamai Technologies, Inc., Convertible1.77%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8751.66%
IREN LTD SR UNSECURED 144A 07/31 0.00001.49%
RIVN 3.625 10/15/301.41%
Liberty Media Corp.-Liberty Formula One Corp.1.39%
DOORDASH INC SR UNSECURED 144A 05/30 0.00001.38%
PPL Capital Funding, Inc., Convertible1.37%
LYFT INC CONV 0% 09/15/2030 144A1.37%
Bank of America Corp., Series L, Conv. Pfd.1.36%
SNOWFLAKE INC SR UNSECURED 10/29 0.000001.34%
AEIS 2.5 09/15/281.34%
DDOG 0 12/01/291.33%
Duke Energy Corporation, Convertible1.32%
SOUTHERN CO/THE SR UNSECURED 06/27 4.51.31%
MTSI 0 12/15/291.30%
CMS Energy Corporation, Convertible1.26%
WULF 1 09/01/311.19%
WAYFAIR INC CONV 3.5% 11/15/20281.18%
Welltower OP, LLC, Convertible1.17%
NET 0 06/15/301.14%
CIPHER MINING INC CONV 0% 10/01/2031 144A1.12%
COINBASE GLOBAL INC SR UNSECURED 04/30 0.251.12%
JAZZ INVTS I LTD CONV 3.125% 09/15/20301.11%
IONS 0 12/01/301.08%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20281.05%
ALBEMARLE CORP PFD1.04%
AVAV 0 07/15/301.03%
HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A1.03%
Mirion Technologies (US), Inc.1.03%
ON Semiconductor Corporation, Convertible0.97%
DLR 1.875 11/15/290.96%
LYV 2.875 01/15/300.96%
WEC ENERGY GROUP INC SR UNSECURED 144A 06/28 3.3750.95%
FLUOR CORP SR UNSECURED 08/29 1.1250.95%
APOLLO GLOBAL MANAGEMENT PFD0.94%
GWRE 1.25 11/01/290.90%
LEU 0 08/15/320.89%
ZSCALER INC SR UNSECURED 144A 07/28 0.00000.89%
Ares Management Corp., Series B, Conv. Pfd.0.88%

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