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FOSIX vs AIBAX

Shared holdings
35
FOSIX covered by AIBAX
5.43%
AIBAX covered by FOSIX
5.43%

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.

FOSIX (March 31, 2026)

SecurityWeight
US TREASURY N/B9.15%
US TREASURY N/B5.60%
US TREASURY N/B5.60%
US TREASURY N/B2.96%
Salesforce Inc1.13%
MARS INC1.05%
CITIGROUP INC1.05%
US BANCORP1.04%
EXELON CO1.04%
JPMORGAN CHASE1.04%
TRUIST FINANCIAL1.03%
MORGAN STANLEY1.03%
GOLDMAN SACHS GP1.02%
ENERGY TRANS1.00%
WSTN TRUST WSTN 2023 MAUI A 144A0.99%
RCKT Trust, Series 2025-1A, Class B0.92%
REGIONS FINL0.89%
MOSAIC CO0.88%
FirstKey Homes Trust0.88%
KNDR 2021-KIND A0.81%
HP ENTERPRISE0.80%
Verdant Receivables LLC, Series 2025-1A, Class A30.79%
US TREASURY N/B0.79%
SORT 2020-1 A10.78%
BofA Auto Trust, Series 2024-1A, Class A40.74%
TRUIST BANK AUTO CREDIT-LINKED NOTES SER SER 2025-1 CL B REGD 144A P/P 4.728000000.73%
GSKY 2025-2A A30.70%
BXMT Ltd., Series 2025-FL5, Class A0.69%
WFCM 2024-1CHI A0.67%
BHG Securitization Trust, Series 2023-B, Class A0.66%
VASA TRUST VASA 2021 VASA A 144A0.65%
Nebraska Cooperative Republican Platte Enhancement Project0.64%
SoFi Consumer Loan Program Trust0.63%
CBRE SERVICES IN0.63%
AFG ABS I, LLC0.63%
Wingspire Equipment Finance, LLC0.63%
DELL INT / EMC0.62%
Dllad LLC, Series 2024-1A, Class A30.62%
SoFi Consumer Loan Program Trust, Series 2025-1, Class B0.61%
BANK OF AMER CRP0.60%
AMERICAN HONDA F0.60%
WELLS FARGO CO0.60%
Dext ABS LLC, Series 2025-1, Class A30.60%
NISOURCE INC0.59%
PAYCHEX INC0.59%
MTLRF 2025-1A A40.58%
FLORIDA POWER &0.58%
PEAC SOLUTIONS RECEIVABLES 2026-1 LLC PEAC 2026-1A A20.57%
M&T Equipment Notes0.57%
GREATAMERICA LEASING RECEIVABL GALC 2024 1 A3 144A0.56%

AIBAX (Feb. 28, 2026)

SecurityWeight
CAPITAL GROUP CENTRAL CASH FUND8.13%
US TREASURY N/B3.92%
US TREASURY N/B3.61%
US TREASURY N/B3.44%
US TREASURY N/B2.67%
US TREASURY N/B0.94%
US TREASURY N/B0.84%
FNCL 2 4/260.83%
US TREASURY N/B0.78%
US TREASURY N/B0.72%
US TREASURY N/B0.70%
US TREASURY N/B0.69%
U.S. Treasury Inflation-Protected Indexed Bonds0.68%
US TREASURY N/B0.68%
US TREASURY N/B0.65%
US TREASURY N/B0.54%
Uniform Mortgage-Backed Security, TBA0.54%
Fannie Mae or Freddie Mac0.49%
US TREASURY N/B0.47%
USRE 2021-1 A10.46%
US TREASURY N/B0.46%
UMBS, 30 Year0.45%
US TREASURY N/B0.44%
US TREASURY N/B0.36%
US TREASURY N/B0.35%
US TREASURY N/B0.31%
FNCL 6 3/240.30%
FR SD83240.28%
US TREASURY N/B0.27%
US TREASURY N/B0.27%
US TREASURY N/B0.26%
US TREASURY N/B0.26%
FN 1904450.23%
Citigroup Commercial Mortgage Trust, Series 2023-SMRT, Class A0.23%
US TREASURY N/B0.23%
UMBS0.22%
US TREASURY N/B0.22%
US TREASURY N/B0.21%
US TREASURY N/B0.21%
US TREASURY N/B0.20%
FNMA UMBS, 30 Year0.20%
FNCL UMBS 6.5 FA2842 07-01-550.19%
FR SD83310.19%
Uniform Mortgage-Backed Security, TBA0.19%
US TREASURY N/B0.19%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/20280.18%
FR RA59710.18%
FORDF 2025-2 A10.18%
BX 2025-ARIA A0.18%
SMRT 2022-MINI0.18%

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