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MDFIX vs HMXAX

Shared holdings
1
MDFIX covered by HMXAX
18.70%
HMXAX covered by MDFIX
18.70%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MDFIX (March 31, 2026)

SecurityWeight
MONEYMKT31.58%
PIMCO CA MU INC9.53%
PIMCO-NY MUN II8.00%
FS Credit Opportunities Corporation USD Class3.94%
CLOSED-E3.82%
FS Specialty Lending Fund3.78%
Western Asset Inflation-Linked Opportunities & Income Fund3.67%
Invesco Senior Income Trust3.64%
Nuveen Floating Rate Income Fund COM3.55%
Blackstone Long-Short Credit Income Fund3.50%
CLOSED-E3.49%
CLOSED-E3.28%
NUVEEN CREDIT STRAT INC F2.89%
NEUBERGER MUNICIPAL FUND INC2.60%
FH-PREM MUNI INC2.43%
CLOSED-E2.11%
CLOSED-E1.54%
BLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC1.29%
RVRNRT-FLX MUNI21.17%
Western Asset Inflation-Linked Income Fund0.81%
NVN-PA QUAL MUNI0.78%
MFS INVT GRADE MUN TR SH BEN INT0.72%
MFS HIGH YIELD MUN TR SH BEN INT0.68%
MFS-HI INC MUNI0.51%
MFS-MUNI INC0.28%
Eaton Vance Senior Income Trust0.26%
Eaton Vance Floating Rate Income Trust COM0.08%
Western Asset Intermediate Muni Fund, Inc.0.06%

HMXAX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X61.36%
MONEYMKT18.70%
USDpZARc Digi 17.50 DKO15.60%
US ULTRA BOND CBT Sep254.22%
CBOE Volatility Index Futures Contracts0.13%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.00%

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