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IIXIX vs RFXIX

Shared holdings
2
IIXIX covered by RFXIX
10.05%
RFXIX covered by IIXIX
10.05%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IIXIX (March 31, 2026)

SecurityWeight
RITM 8 04/01/29 144A7.53%
HCA INC6.13%
AMBAC ASSURANCE CORP SUBORDINATED 144A 12/99 5.15.84%
MAIN STREET CAPI4.87%
PMT 8.5 06/01/294.80%
FORD MOTOR CO4.79%
IT 4.5 07/01/28 144A4.52%
TransDigm, Inc.4.50%
DKS 4 10/01/29 144A4.47%
SUNOCO LP SR UNSECURED 144A 10/29 4.54.44%
CENTENE CORP4.36%
VERISIGN INC4.29%
FIRST AM-TR OB-X4.21%
ARES CAPITAL COR4.05%
OWL ROCK CAPITAL3.85%
MATTEL INC REGD 144A P/P 5.875000003.81%
THC 4.375 01/15/303.71%
GO DADDY OP/FIN3.57%
RWT 7.75 06/15/273.11%
MUSA 5 5/8 05/01/273.07%
SKYWORKS SOLUT3.05%
WARRIOR MET COAL INC REGD 144A P/P 7.875000002.01%
ET 6 02/01/29 144A1.54%
MUSA 4 3/4 09/15/291.51%
MTZ 6.625 08/15/29 144A0.85%
VM CONSOLIDATED INC REGD 144A P/P 5.500000000.74%
BLOCK INC REGD ZCP CONVERTIBLE 0.000000000.38%

RFXIX (March 31, 2026)

SecurityWeight
AMBAC ASSURANCE CORP SUBORDINATED 144A 12/99 5.19.57%
FIRST AM-TR OB-X4.74%
WFLD 2014-MONT Mortgage Trust2.07%
MBI 0 12/15/331.91%
COMM Mortgage Trust, Series 2012-CR3, Class B1.61%
J.P. Morgan Chase Commercial Mortgage Securities Trust, Series 2012-C6, Class E1.60%
Commercial Mortgage Pass-Through Certificates, Series 2012-LTRT, Class A21.52%
CG-CCRE Commercial Mortgage Trust 2014-FL11.00%
WFRBS 2013-C14 C0.98%
DBALT 2007-AR3 1A20.96%
MSBAM 2013-C10 C0.92%
JPMCC 2010-C2 E0.92%
ABK 5.1 PERP0.87%
COMM Mortgage Trust, Series 2013-LC6, Class E0.82%
Mortgage Loan Resecuritization Trust0.77%
WFRBS Commercial Mortgage Trust 2013-C140.77%
JURISCGCPC 8% 12/31/20270.77%
MSBAM 2012-C6 D0.72%
JPMCC 2010-C2 F0.72%
CFCRE Commercial Mortgage Trust, Series 2011-C2, Class E0.71%
Wells Fargo & Company0.70%
JP Morgan Chase Commercial Mortgage Securities Trust 2011-C30.68%
MSBAM 2013-C11 AS0.62%
COMM 2014-CR18 E0.61%
GSMS 2013-GC14 F0.59%
COMM Mortgage Trust, Series 2015-CR22, Class B0.59%
JPMCC 2018-MINN A0.54%
MSC 2011-C2 E0.54%
NAA 2007-3 A10.50%
WFRBS Commercial Mortgage Trust, Series 2014-C21, Class B0.50%
COMM 2014-LC17 E0.49%
TBRNA 2006-6A A20.49%
WFRBS 2014-C25 E0.49%
GSMS 2013-G1 C0.48%
RAAC 2005-SP3 SB0.46%
TBRNA 2005-1A A20.46%
COMM Mortgage Trust, Series 2013-CR7, Class D0.45%
WFRBS COMMERCIAL MORTGAGE TRUST 2014-C25 WFRBS 2014-C25 D0.45%
MLMI 2005-A3 M20.44%
KDIAK 2006-1A C0.44%
JPMBB Commercial Mortgage Securities Trust 2013-C150.42%
COMM 2012-LTRT B0.42%
Banc of America Merrill Lynch Commercial Mortgage Series 2020-BOC, Class A0.42%
TBRNA 2005-2A A20.41%
MBI 0 12/15/310.41%
Morgan Stanley Bank of America Merrill Lynch Trust 2015-C250.41%
DBWF Mortgage Trust, Series 2015-LCM, Class A20.40%
UBSBB 2013-C5 C0.40%
BB-UBS TRUST SER 2012-TFT CL B V/R REGD 144A P/P 3.559298000.40%
CBASS 2006-RP1 B30.40%

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