Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

JPDIX vs PCSFX

Shared holdings
65
JPDIX covered by PCSFX
27.57%
PCSFX covered by JPDIX
27.57%

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.

JPDIX (March 31, 2026)

SecurityWeight
JPMorgan Prime Money Market Fund, IM Shares3.18%
UBS V9.25 PERP 144A2.91%
Invesco Preferred ETF2.14%
SANTAN 9 5/8 PERP2.08%
HSBC Holdings PLC2.07%
Wells Fargo & Co.2.05%
BNP V7.75 PERP 144A2.03%
SCHW V4 PERP H1.91%
ING Groep NV1.89%
Bank of America Corp.1.69%
Banco Bilbao Vizcaya Argentaria S.A.1.65%
The PNC Financial Services Group, Inc.1.62%
Goldman Sachs Group, Inc. (The), Series X1.55%
CRBG V6.875 PERP1.50%
BANK OF AMERICA CORP REGD V/R /PERP/ 6.250000001.43%
Toronto-Dominion Bank/The1.19%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR1.18%
Citigroup Inc., Series DD1.16%
MS 6 5/8 PERP1.14%
C V6.875 PERP GG1.12%
NWG 8 1/8 PERP1.11%
NextEra Energy Capital Holdings, Inc., Series U, Pfd.1.10%
Truist Financial Corp., Series N1.07%
GS V6.85 PERP1.07%
ENBRIDGE INC SUBORDINATED 01/84 VAR1.05%
Wells Fargo & Co., Series Z, Pfd.0.94%
BARCLAYS PLC REGD V/R /PERP/ 9.625000000.93%
STT V6.7 PERP I0.93%
Energy Transfer LP0.92%
Credit Agricole SA0.92%
METLIFE INC JR SUBORDINA 144A 04/68 9.250.90%
RY V6.75 08/24/850.90%
Wells Fargo & Co.0.90%
USB V3.7 PERP0.89%
DOMINION ENERGY0.86%
UBS V7 PERP 1440.79%
ENBRIDGE INC SUBORDINATED 07/80 VAR0.79%
ET V7.125 PERP G0.79%
Morgan Stanley, Series P, Pfd.0.77%
Societe Generale SA (pfd) 9.38% 05/22/2174 Perpetual0.76%
BNP V9.25 PERP 144A0.75%
The PNC Financial Services Group, Inc.0.75%
SCE Trust VIII, Series N, Pfd.0.73%
FITB V0 PERP H0.72%
BNP V6.875 PERP 144A0.72%
METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/370.71%
AXP 3.55 PERP0.69%
HSBC Holdings PLC Floating rate, Due 12/31/20490.67%
TRANSCANADA TRUST REGD V/R 5.500000000.65%
Bank of Nova Scotia (The)0.65%

PCSFX (Feb. 28, 2026)

SecurityWeight
USB V3.7 PERP2.98%
BNS 6 7/8 10/27/20852.53%
Principal Government Money Market Fund - Class R-62.47%
Goldman Sachs Group, Inc. (The), Series X2.37%
Royal Bank of Canada2.31%
NWG 4.6 PERP1.74%
Bank of America Corp.1.57%
TORONTO DOM BANK1.54%
Huntington Bancshares, Inc. Series G, 4.450%, to 10/15/20271.53%
UBS V9.25 PERP 144A1.46%
The PNC Financial Services Group, Inc.1.45%
BARCLAYS PLC REGD V/R /PERP/ 7.625000001.42%
METLIFE INC JR SUBORDINA 144A 04/68 9.251.41%
TRANSCANADA TRUST REGD V/R 5.500000001.31%
Citigroup Inc., Series DD1.27%
CORPBOND1.24%
Standard Chartered PLC1.23%
Energy Transfer L.P.1.20%
Wells Fargo & Co.1.18%
State Street Corp., Series J1.18%
C V6.875 PERP GG1.17%
ENBRIDGE INC SUBORDINATED 03/78 VAR1.16%
JPMorgan Chase & Co., Series OO1.14%
JPMorgan Chase & Co., Series NN1.11%
Bank of America Corp., Series TT1.08%
BBVASM V7.75 PERP1.08%
VOYA FINANCIAL1.08%
Zurich Finance Ireland Designated Activity Co.1.06%
Wells Fargo & Co.1.06%
Banco Bilbao Vizcaya Argentaria S.A.0.98%
Nippon Life Insurance Co.0.98%
CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 10/85 VAR0.95%
UBS GROUP AG REGD V/R /PERP/ 144A P/P 4.875000000.93%
Bank of Montreal0.86%
HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR0.85%
Electricite de France SA0.84%
ENTERPRISE PRODU0.82%
MTB V3.5 PERP0.82%
Societe Generale SA (pfd) 10.00% 05/14/2174 Perpetual0.80%
Deutsche Bank AG, Series USTR0.78%
STANDARD CHARTERED PLC 144A 7.014000% MATURITY: PERPETUAL0.78%
PRUDENTIAL FIN0.77%
TRANSCANADA TRUST REGD V/R 5.600000000.76%
LIBMUT V4.125 12/15/51 144A0.75%
STT V6.7 PERP I0.75%
LIBMUT 7.8 03/15/370.73%
Dairy Farmers of America Inc0.73%
RY 6.35 11/24/20840.72%
Bank of Nova Scotia (The)0.70%
FARM CREDIT BK OF TEXAS JR SUBORDINA 12/99 VAR0.70%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.