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LNCIX vs AIHAX

Shared holdings
3
LNCIX covered by AIHAX
17.58%
AIHAX covered by LNCIX
17.58%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LNCIX (March 31, 2026)

SecurityWeight
PIMCO Active Bond Exchange-Traded Fund21.94%
Vanguard Intermediate-Term Bond ETF18.01%
State Street DoubleLine TR Tact ETF14.94%
Invesco Total Return Bond ETF12.95%
SCHWAB US LG VAL8.94%
SCHW-US L/C GRW5.70%
JPM HG EQ ETF4.01%
FMR-ENH INTL3.04%
FRST AM-GV OB-X2.21%
Avantis U.S. Small Cap Value ETF2.12%
INVESCO S&P SMAL2.11%
WisdomTree U.S. Value Fund2.08%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW1.95%

AIHAX (Feb. 28, 2026)

SecurityWeight
iShares 5-10 Year Investment Grade Corporate Bond ETF18.26%
PIMCO MULTISECTOR BOND ACTV MUTUAL FUND16.30%
State Street DoubleLine TR Tact ETF10.81%
FRST AM-GV OB-X9.62%
VANGUARD TOTAL INTERNATIONAL BOND ETF8.73%
iShares 10+ Year Investment Grade Corporate Bond ETF8.32%
Janus Henderson Mortgage-Backed Securities ETF7.33%
State Street SPDR Portfolio Short Term Corporate Bond ETF7.07%
PIMCO Active Bond Exchange-Traded Fund4.57%
ISHARES TIPS BOND ETF MUTUAL FUND4.51%
SIMPLIFY MBS ETF4.48%

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