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MCSOX vs LOTAX

Shared holdings
6
MCSOX covered by LOTAX
7.56%
LOTAX covered by MCSOX
7.56%

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.

MCSOX (Jan. 31, 2026)

SecurityWeight
MFS Institutional Money Market Portfolio, Class A8.58%
US TREASURY N/B6.22%●
US TREASURY N/B4.85%●
US TREASURY N/B4.75%
US TREASURY N/B3.75%
US TREASURY N/B3.35%
WHEAT MAY 262.66%
ZSCALER INC CFD2.63%
US TREASURY N/B2.45%
FHLBDN 0 02/02/262.11%
S&P 500 MINI INDEX 02/06/26W 680P1.76%
ZOOM COMMUNICATIONS INC CLASS A1.75%
PNC V5.354 12/02/280.55%
BOEING CO0.52%
JBS/FOODS/FOOD0.52%
SMBC AVIATION CAPITAL FI REGD 144A P/P 5.300000000.46%
FORD MOTOR CRED0.45%
ELEMENT FLEET MA0.44%
TORONTO DOM BANK0.44%
BACARDI / MARTIN0.44%
MARS INC0.43%●
PIONEER NATURAL0.43%
TCW CLO Ltd., Series 2020-1A, Class BR30.43%
NATIONWIDE BUILDING SOC(UNGTD) 2.972%/VAR 02/16/2028 144A0.42%
BROOKFIELD FIN0.42%
Dryden 75 CLO Ltd., Series 2019-75A, Class BR30.41%
ROGERS COMMUNIC0.41%
AUTONATION INC0.41%
Rentokil Terminix Funding, LLC0.41%
WELLS FARGO CO0.40%
DCP MIDSTREAM OP0.40%
SAMMONS FIN GLO0.38%
EQT CORP0.37%
MARRIOTT INTL0.36%
Cox Enterprises, Inc. 5.45 09/15/20280.36%
PACIFIC GAS&ELEC0.36%
TRUIST FINANCIAL0.36%
BNP PARIBAS0.35%
Trinitas CLO XV Ltd., Series 2021-15A, Class B1R0.35%
PNC FINANCIAL0.35%
CAIXABANK SA SR UNSECURED 144A 03/30 VAR0.35%
Element Fleet Management Corp.0.35%
CPGX 6.042 08/15/280.35%
Invesco CLO Ltd., Series 2022-2A, Class BR0.34%
PFP 2025-12 LTD SER 2025-12 CL A V/R REGD 144A P/P 5.223670000.34%
MORGAN STANLEY0.34%
CORPORATE OFFICE0.34%
Dryden 95 CLO Ltd., Series 2021-95A, Class BR0.33%
CHARLES SCHWAB0.33%
PAYCHEX INC0.33%

LOTAX (March 31, 2026)

SecurityWeight
US TREASURY N/B8.03%●
US BANK MMDA - USBGFS 96.43%
US TREASURY N/B6.22%
US TREASURY N/B6.18%
US TREASURY N/B5.36%
US TREASURY N/B4.58%
US TREASURY N/B4.16%
US TREASURY N/B3.24%
US TREASURY N/B2.92%
US TREASURY N/B2.85%
FHLB2.17%
MORGAN STANLEY1.76%
US ULTRA BOND CBT Sep251.46%
US TREASURY N/B1.35%
JPMORGAN CHASE1.21%
FANNIE MAE1.14%
MARS INC1.00%●
US TREASURY N/B0.98%
WELLS FARGO CO0.90%
CARMX 2024-4 A30.77%
Ford Credit Auto Owner Trust, Series 2024-C, Class A30.76%
Fannie Mae Connecticut Avenue Securities0.76%
TAOT 2024-B A30.74%
MARS INC SR UNSECURED 144A 03/28 4.60.72%●
BX Trust 2026-RISE0.70%
FHLB0.70%
Fannie Mae Connecticut Avenue Securities, Series 2023-R06, Class 1M20.65%
HEALTHCARE RLTY0.64%
Fannie Mae Connecticut Avenue Securities, Series 2022-R08, Class 1M20.62%
AMXCA 2024-1 A0.59%
KSL Commercial Mortgage Trust, Series 2024-HT2, Class A0.59%
NYCT Trust, Series 2024-3ELV, Class A0.58%
Honda Auto Receivables 2026-1 Owner Trust0.58%
MORGAN STANLEY0.58%
FREDDIE MAC STACR REMIC TRUST 2023-DNA2 STACR 2023-DNA2 M1B0.52%
CVS HEALTH CORP0.52%
AMCOR GROUP0.51%
FED HOME LN BANK0.47%
SCG Trust, Series 2025-SNIP, Class A0.47%
MTN Commercial Mortgage Trust, Series 2022-LPFL, Class A0.47%
FNMA Connecticut Avenue Securities Trust, Series 2022-R03, Class 1M20.47%
Federal National Mortgage Association Connecticut Avenue Securities Trust0.47%
MVWOT 2024-1A A0.46%
UBS V6.327 12/22/27 144A0.45%
NRTH PARK Mortgage Trust0.41%
UNITEDHEALTH GRP0.40%
WOART 2026-A A30.40%
CITIBANK NA0.40%
PFS Financing Corp., Series 2024-D, Class A0.39%
ENERGY TRANS0.39%

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