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MMNIX vs PCONX

Shared holdings
20
MMNIX covered by PCONX
16.27%
PCONX covered by MMNIX
16.27%

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.

MMNIX (April 30, 2026)

SecurityWeight
BNP CASH DEPOSIT ACCT34.77%
JAZZ INVTS I LTD CONV 3.125% 09/15/20302.19%
AVT 1.75 09/01/301.93%
PPL Capital Funding, Inc., Convertible1.83%
FLUOR CORP SR UNSECURED 08/29 1.1251.78%
ASND 2.25 04/01/281.71%
WORLD KINECT CORP CONV 3.25% 07/01/20281.69%
LNT 3 1/4 05/30/281.58%
ARRY 2 7/8 07/01/311.53%
ZTS 0.25 06/15/291.45%
PITNEY-BOWES INC CONV 1.5% 08/15/2030 144A1.45%
HALOZYME THERAPEUTICS INC CONV 0% 02/15/2031 144A1.43%
VSH 2.25 09/15/301.43%
Microchip Technology Inc1.35%
LMAT 2.5 02/01/301.33%
EURONET WORLDWIDE INC SR UNSECURED 144A 10/30 0.6251.33%
Mirion Technologies (US), Inc.1.33%
IMAX CORP SR UNSECURED 144A 11/30 0.751.32%
Post Holdings, Inc., Convertible1.31%
SOUTHERN CO/THE SR UNSECURED 06/27 4.51.31%
LYV 2.875 01/15/301.31%
Cheesecake Factory, Inc. (The)1.30%
ETSY INC SR UNSECURED 144A 06/30 11.28%
BWX Technologies, Inc., Convertible1.28%
GME 0 06/15/321.28%
MMSI 3 02/01/291.26%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.51.26%
Omnicell, Inc.1.26%
CNP 3 08/01/281.25%
Ormat Technologies Inc1.25%
COLLEGIUM PHARMACEUTICAL INC CONV 2.875% 02/15/20291.22%
Duke Energy Corp.1.18%
ITRON INC SR UNSECURED 07/30 1.3751.17%
Akamai Technologies, Inc., Convertible1.16%
DOORDASH INC SR UNSECURED 144A 05/30 0.00001.12%
LIVN 2.5 03/15/291.09%
COGT 1.625 11/15/310.93%
CRISPR Therapeutics AG0.92%
BOX INC CONV 1.5% 09/15/20290.90%
RGEN 1 12/15/280.87%
CHKP 0 12/15/300.87%
GWRE 1.25 11/01/290.87%
JBT MAREL CORP SR UNSECURED 144A 09/30 0.3750.84%
NCLH 0.75 09/15/300.83%
TTEK 2.25 08/15/280.81%
NUTANIX INC SR UNSECURED 12/29 0.50.75%
CRWV 1 3/4 10/01/320.74%
HAEMONETICS CORP SR UNSECURED 06/29 2.50.71%
WIX.COM LTD SR UNSECURED 144A 09/30 0.00000.71%
LANTHEUS HOLDING0.70%

PCONX (Jan. 31, 2026)

SecurityWeight
Lumentum Holdings Inc., Conv.3.25%
STX 3.5 06/01/282.72%
Boeing Co. (The), Conv. Pfd.2.39%
NextEra Energy Capital Holdings, Inc., Convertible2.21%
Putnam Cash Collateral Pool LLC2.20%
Bank of America Corp., Series L, Conv. Pfd.1.82%
Putnam Short Term Investment Fund, Class P1.80%
GWRE 1.25 11/01/291.49%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-281.48%
WAYFAIR INC SR UNSECURED 09/27 3.251.48%
DOORDASH INC SR UNSECURED 144A 05/30 0.00001.41%
SNOWFLAKE INC CONV 0% 10/01/20271.37%
PLANET LABS PBC CONV 0.5% 10/15/2030 144A1.34%
MKS INC SR UNSECURED 06/30 1.251.29%
PPL Capital Funding, Inc., Convertible1.29%
HALOZYME THERAPEUTICS INC CV SR UNSEC 1.0% 08-15-281.28%
AVAV 0 07/15/301.26%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A1.19%
Liberty Media Corp.-Liberty Formula One Corp.1.18%
BARCLAYS BANK PLC SR UNSECURED 02/29 11.17%
LYV 2.875 01/15/301.17%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.51.15%
SOUTHERN CO/THE SR UNSECURED 06/27 4.51.15%
CIPHER MINING INC CONV 0% 10/01/2031 144A1.13%
DLR 1.875 11/15/291.12%
CMS Energy Corporation, Convertible1.12%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-281.10%
NVMI 0 09/15/301.09%
Welltower OP, LLC, Convertible1.09%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8751.08%
Patrick Industries, Inc., Convertible1.08%
STRATEGY INC SR UNSECURED 144A 03/30 0.00001.05%
GLXYLP 0.5 05/01/311.04%
APOLLO GLOBAL MANAGEMENT PFD1.03%
KKR & Company, Inc., Convertible, 6.250%1.03%
Chefs' Warehouse, Inc. (The), Conv.1.02%
BXP 2 10/01/301.01%
Post Holdings, Inc., Convertible1.01%
ITRON INC SR UNSECURED 07/30 1.3751.01%
NCLH 0.75 09/15/300.98%
COMPASS INC CONV 0.25% 04/15/2031 144A0.98%
ASND 2.25 04/01/280.97%
AFRM 0.75 12/15/290.97%
CYBR 0 06/15/300.96%
RGEN 1 12/15/280.95%
LYV 3.125 01/15/290.93%
Spectrum Brands Incorporated 3.375%, Due 06/01/20290.92%
DDOG 0 12/01/290.92%
ALNYLAM PHARMACEUTICALS INC SR UNSECURED 144A 09/28 0.00000.91%
HPE 7 5/80.91%

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