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FTVAX vs UBVLX

Shared holdings
21
FTVAX covered by UBVLX
26.65%
UBVLX covered by FTVAX
26.65%

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.

FTVAX (March 31, 2026)

SecurityWeight
MUFG Collateral5.93%
GRAPHIC PACKAGING HOLDING CO4.51%
GLOBAL PAYMENTS INC4.42%
FIDELITY NATL INFORM SVCS INC4.31%
CFD_EQS BARCUS33 BV7DQ554.26%
HEALTHPEAK PROPERTIES INC3.59%
EVEREST RE GROUP3.44%
DEVON ENERGY CORP3.22%
DOLLAR GENERAL CORP3.13%
AGCO CORP3.03%
Americold Realty Trust Inc2.81%
ALLY FINANCIAL INC2.42%
KEYCORP2.26%
DENTSPLY SIRONA INC2.26%
ADVANCE AUTO PARTS INC2.03%
BROWN & BROWN2.01%
CELANESE CORP1.98%
PRIMO BRANDS CORP A1.98%
ROPER TECHNOLOGIES INC1.88%
AMERICAN TOWER CORP1.88%
MARKEL GROUP INC1.84%
LKQ CORP1.74%
U-HAUL HOLDING CO1.68%
TRANSUNION1.57%
SMURFIT WESTROCK1.56%
OLIN CORP1.54%
DOW INC1.43%
ZEBRA TECHNOLOGIES CORP CL A1.42%
CONOCOPHILLIPS1.41%
REPUBLIC SVCS1.38%
CARMAX INC1.37%
KEMPER CORP1.28%
US ULTRA BOND CBT Sep251.11%
ARAMARK1.09%
DOLLAR TREE INC1.07%
GLOBE LIFE INC1.06%
SONOCO PRODUCTS CO1.03%
INGREDION INC0.96%
SHERWIN WILLIAMS CO0.83%
SCIENCE APPLICATIONS INTERNATIONAL CORP0.80%
AMETEK INC NEW0.75%
CONCENTRIX CORP0.75%
SYNCHRONY FINANCIAL0.72%
CHENIERE ENERGY INC0.72%
CENTERPOINT ENERGY INC0.70%
FIRST CITIZENS BANCSHARES INC CL A0.67%
HENRY SCHEIN INC0.66%
LYONDELLBASELL-A0.63%
PUBLIC STORAGE0.61%
ALLIANT ENERGY CORPORATION0.60%

UBVLX (March 31, 2026)

SecurityWeight
AMCOR PLC4.83%
HEALTHPEAK PROPERTIES INC4.27%
JPMorgan Prime Money Market Fund, IM Shares3.25%
OLD NATL BANCORP3.09%
LKQ CORP2.62%
PRIMO BRANDS CORP A2.39%
SONOCO PRODUCTS CO2.34%
FNB CORP PA2.30%
DEVON ENERGY CORP2.25%
CELANESE CORP2.17%
WHITE MOUNTAINS INS GROUP LTD2.14%
PORTLAND GENERAL ELECTRIC CO1.94%
SENSATA TECHNOLOGIES HOLDING PLC1.93%
UGI CORP NEW1.81%
RAYONIER INC REIT1.78%
AGCO CORP1.72%
Americold Realty Trust Inc1.70%
GRAPHIC PACKAGING HOLDING CO1.67%
KITE REALTY GROUP TRUST1.62%
JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares1.52%
TELEFLEX INC1.52%
ICU MEDICAL INC1.48%
CABOT CORP1.44%
CNO FINANCIAL GROUP INC1.44%
SPIRE INC1.41%
REYNOLDS CONSUMER PRODUCTS INC1.35%
SCIENCE APPLICATIONS INTERNATIONAL CORP1.34%
OLIN CORP1.33%
DENTSPLY SIRONA INC1.24%
PATTERSON-UTI ENERGY INC1.23%
RESIDEO TECHNOLOGIES INC1.23%
SILGAN HOLDINGS INC1.19%
ADVANCE AUTO PARTS INC1.18%
MAXIMUS INC1.15%
BERKSHIRE HILLS BANCORP INC1.14%
FIRST HAWAIIAN INC1.10%
BRINK'S CO/THE1.10%
ENSIGN GROUP INC1.06%
FIDELITY NATL INFORM SVCS INC1.05%
GENTEX CORP1.05%
MARRIOTT VACATIONS WORLD1.04%
RANGE RESOURCES CORP1.03%
KEMPER CORP1.01%
WASHINGTON FEDERAL INC0.95%
GRANITE CONSTRUCTION INC0.95%
ENVISTA HOLDINGS CORP0.90%
EVEREST REINSURANCE GROUP LTD0.89%
FLOWERS FOODS INC0.85%
NCR ATLEOS CORP0.83%
TEREX CORP0.82%

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