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LRRTX vs PSFRX

Shared holdings
93
LRRTX covered by PSFRX
23.46%
PSFRX covered by LRRTX
23.46%

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.

LRRTX (Feb. 28, 2026)

SecurityWeight
RBC DOM 8 REPO3.30%
FIXED INC CLEARING CORP.REPO3.13%
MONEY MARKET FUND1.90%
INVESCO SENIOR LOAN ETF MUTUAL FUND1.18%
Alloy Finco Ltd.0.91%
T/L JANE STREET GROUP LLC REGD ZCP TERM LOAN 0.000000000.78%
HUDSON RIV TRADI 03/18/300.69%
X Corp., Term Loan B0.66%
Culligan Holding 07/31/280.61%
T/L AADVANTAGE LOYALTY IP LTD. REGD 0.000000000.61%
Belron Finance 2019 LLC, First Lien, CME Term Loan, B0.61%
UNSEAM TL B 1L USD0.58%
T/L GREAT OUTDOORS GROUP LLC REGD 0.000000000.57%
Quikrete Term Loan B-3 (Incremental) 225 2032-01-230.57%
PROOFPOINT TERM 1LN 08/31/20280.56%
Novolex Term Loan B (Incremental) 325 2032-03-150.53%
T/L MADISON IAQ LLC REGD 0.000000000.53%
PERCOR TL B 1L USD0.53%
WHTCAP TL B 1L USD0.52%
MasOrange Finco Plc 2025 EUR Term Loan B0.51%
Sedgwick CMS Term Loan B 250 2031-07-010.51%
T/L DAYFORCE INC REGD 0.000000000.51%
STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND0.50%
OPELLA TERM B 1LN 04/23/20320.47%
Commercial Barge Line Co., Pfd.0.47%
Lackawanna Energy Center LLC/Term Loan B 07/250.47%
T/L ACRISURE LLC REGD 0.000000000.47%
BAYONNE ENERGY CENTER LLC TERM LOAN B0.46%
POTOMAC ENERGY CENTER LLC 2026 TERM LOAN B0.46%
SFR TERM B14 1LN 5/31/20310.45%
William Morris Endeavor Entertainment LLC, Term Loan C0.45%
AZURIA WATER SOLUTIONS INC 2026 TERM LOAN B0.45%
CZR TL B1 1L USD0.45%
BRADYPLUS TERM B 1LN 12/29/20320.45%
Imperial Dade Term Loan B 325 2030-12-010.44%
RP TL B 1L USD0.44%
PROAMPAC TERM B 1LN 02/18/20330.44%
T/L SOUTH FIELD ENERGY LLC REGD 0.000000000.44%
T/L TENNECO INC REGD 0.000000000.44%
TK Elevator Midco GmbH 2025 EUR Term Loan B10.43%
LSFCRO TL B 1L USD0.42%
T/L ROCKET SOFTWARE INC REGD 0.000000000.42%
HEARTL TL B 1L USD0.42%
TALEN ENERGY SUPPLY TERM TLB-EXIT 1LN 05/17/20300.41%
GMABDC 6.25 12/15/32 144A0.41%
MCFE TL B1 1L USD0.40%
ORGANON TERM B 1LN 05/19/20310.40%
NOURYON TERM B-1 1LN 04/03/20280.40%
TransDigm Term Loan L (Incremental) 250 2032-01-010.40%
Press Ganey Holdings, Inc., Repriced Term Loan B0.40%

PSFRX (March 31, 2026)

SecurityWeight
APPLIED SYSTEMS INC1.06%
TRANSDIGM TERM J 1LN 02/28/20311.05%
ACRISU TL B 1L USD0.99%
Garda World Security Corporation, Term Loan B0.92%
Ultimate Software Group, Inc., First Lien Term Loan0.90%
WESTINGHOUSE TERM B 1LN 01/27/20310.89%
Indicor LLC, First Lien, Dollar CME Term Loan, E0.88%
NOURYON TERM B-1 1LN 04/03/20280.88%
NORTHLAND/MEGA B 11/12/270.87%
Culligan Holding 07/31/280.87%
PROOFPOINT TERM 1LN 08/31/20280.87%
Froneri US Inc2024 USD Term Loan B40.85%
Univision Communications/Televisa Term Loan B (Incremental) 350 2029-01-010.84%
TL B 1L USD0.82%
T/L CMG MEDIA CORPORATION REGD 0.000000000.82%
ConnectWise Term Loan B 350 2028-09-070.80%
ROAD TL B 1L USD0.80%
SFR TERM B14 1LN 5/31/20310.79%
SSNC TL B8 1L USD0.79%
NOVOLEX TERM 1LN 04/13/20290.78%
DTV TL 1L USD0.78%
Sinclair Television Group, Inc., First Lien Term Loan B70.77%
Wellsky (Project 03/10/280.75%
FAIRBANKS MORSE DEFENSE0.74%
Triton Water Holdings, Inc., Term Loan B0.73%
T/L MILANO ACQUISITION CORP REGD 0.000000000.73%
NLSN TL B 1L USD0.72%
Phoenix Guarantor Inc, Term Loan B0.71%
PLTK TL B 1L USD0.70%
SOUVET TL B 1L USD0.69%
Windsor Holdings III, LLC, Term Loan B0.69%
T/L AADVANTAGE LOYALTY IP LTD. REGD 0.000000000.69%
VETSTRATEGY CANADA HOLDINGS INC0.68%
Iron Mountain Information Management LLC0.68%
McDermott International/Lummus 7/25 Cov-Lite TLB0.68%
Pegasus BidCo BV, Repriced Term Loan B0.68%
COGECO COMMUNICATIONS USA II LP0.68%
Mozart Debt Merger Sub Inc. (Medline Industries), Term Loan0.66%
T/L DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC REGD 0.000000000.65%
LSFCRO TL B 1L USD0.64%
EPICOR SOFTWARE TERM 1LN 05/30/20310.64%
OPELLA TERM B 1LN 04/23/20320.63%
Signature Aviation Term Loan B 275 2028-04-060.63%
CPV Fairview LLC 2025 Term Loan0.62%
CTAC TL B 1L USD0.62%
CLARIOS TERM B 1LN 05/06/20300.61%
ECL ENTM 08/30/300.60%
Chariot Buyer LLC/Term Loan B 07/250.59%
Cincinnati Bell, Inc., Term Loan B40.58%
VSAT TL B 1L USD0.58%

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