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MASAX vs ADVAX

Shared holdings
9
MASAX covered by ADVAX
8.83%
ADVAX covered by MASAX
8.83%

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.

MASAX (Jan. 31, 2026)

SecurityWeight
US TREASURY N/B6.24%
US TREASURY N/B4.30%
US TREASURY N/B3.41%
US TREASURY N/B1.28%
US TREASURY N/B1.24%
U.S. Treasury Bills0.78%
NYLI U.S. Government Liquidity Fund0.66%
FN MA51370.54%
FN MA55520.53%
US TREASURY N/B0.50%
FR RR00090.48%
Invesco Government & Agency Portfolio, Institutional Class0.46%
Fannie Mae Connecticut Avenue Securities0.41%
RCKT Mortgage Trust, Series 2021-5, Class A10.37%
STACR 2021-DNA6 B10.35%
FNMA Connecticut Avenue Securities Trust, Series 2020-SBT1, Class 1B10.35%
Multi-Family Connecticut Avenue Securities Trust, Series 2025-01, Class B10.35%
FN MA56140.34%
FNMA Connecticut Avenue Securities Trust, Series 2021-R03, Class 1M20.32%
WAYFAIR LLC SR SECURED 144A 11/32 6.750.32%
STACR TRUST 2018-HRP1 SER 2018-HRP1 CL B2 V/R REGD 144A P/P 15.936280000.31%
Mill City Mortgage Loan Trust, Series 2018-3, Class B20.30%
BX Commercial Mortgage Trust, Series 2024-VLT5, Class E0.30%
Fannie Mae Connecticut Avenue Securities0.29%
US TREASURY N/B0.29%
STACR 2021-DNA5 B20.29%
Freddie Mac Mscr Trust Mn100.29%
Freddie Mac Mscr Trust Mn90.28%
Fannie Mae Connecticut Avenue Securities0.28%
Bridgecrest Lending Auto Securitization Trust, Series 2025-3, Class E0.28%
SHENTL 2025-1A A20.28%
Flagship Credit Auto Trust, Series 2024-3, Class E0.28%
STACR 2021-HQA4 B20.28%
Freddie Mac STACR Trust 2019-FTR30.27%
NCMF Trust, Series 2025-MFS, Class E0.26%
BX Trust, Series 2025-ARIA, Class C0.26%
Freddie Mac STACR Trust 2019-HQA20.26%
Exeter Automobile Receivables Trust, Series 2025-4A, Class E0.25%
Short-Term Investment0.25%
OBX Trust, Series 2026-J1, Class AF0.25%
Fannie Mae Connecticut Avenue Securities0.25%
Flagship Credit Auto Trust, Series 2022-2, Class D0.25%
U.S. Treasury Bills0.25%
Hertz Vehicle Financing III LLC, Series 2025-3A, Class D0.25%
WULF COMPUTE LLC SR SECURED 144A 10/30 7.750.24%
Comstock Resources, Inc.0.24%
GS Mortgage Securities Trust, Series 2015-GC30, Class D0.24%
HUNTSMAN INT LLC0.24%
Commercial Mortgage Trust, Series 2016-DC2, Class D0.24%
Exeter Automobile Receivables Trust, Series 2021-3A, Class E0.24%

ADVAX (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B5.70%
US TREASURY N/B4.81%
US ULTRA BOND CBT Sep253.80%
U.S. Treasury Notes2.95%
V/E JPM EM L C B2.83%
Mexican Bonos1.98%
US TREASURY N/B1.58%
FR SD82431.33%
PLNT 2025-1A A2I1.32%
FN MA55831.19%
FNCL UMBS 4.0 CB3620 05-01-521.17%
US TREASURY N/B1.16%
Freddie Mac Pool1.14%
DOMINION ENERGY1.07%
Fannie Mae Pool1.06%
DIN 2025-1A A21.01%
Fannie Mae Pool0.99%
CNP 3 08/01/280.98%
EXELON CO0.97%
Truist Financial Corp. Series Q Perpetual, 5.10%, 03/01/20300.96%
Zayo Issuer LLC0.96%
CMS ENERGY0.92%
ET V6.625 PERP B0.92%
Freddie Mac Pool0.92%
Uniform Mortgage-Backed Securities0.91%
South Bow Canadian infrastructure Holdings Ltd.0.91%
Bell Canada0.91%
GM V5.75 PERP A0.90%
SAGB 8.875 02/28/35 20350.89%
ENBRIDGE INC SUBORDINATED 07/80 VAR0.87%
ALTAGAS LTD REGD V/R 144A P/P 7.200000000.85%
FR SD67640.82%
SCHW V4 PERP H0.81%
Bank of America Corp., Series FF0.78%
JPM V3.65 PERP KK0.76%
NEXTERA ENERGY CAPITAL REGD V/R SER . 6.500000000.76%
C V6.95 PERP FF0.74%
CITIZENS FINANCIAL GROUP JR SUBORDINA 12/99 VAR0.73%
Uniform Mortgage-Backed Securities0.71%
NISOURCE INC0.70%
Freddie Mac Pool0.70%
FNCL UMBS 2.5 CB2408 12-01-510.70%
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF0.68%
MSBAM Commercial Mortgage Securities Trust, Series 2012-CKSV, Class A20.68%
Freddie Mac Pool0.67%
NORDEA BANK ABP F2V0.67%
Uniform Mortgage-Backed Securities0.66%
FR SD11160.65%
SOUTHERN CO0.64%
Fannie Mae Pool0.63%

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