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NFRA vs VCRCX

Shared holdings
34
NFRA covered by VCRCX
23.75%
VCRCX covered by NFRA
23.75%

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.

NFRA (Jan. 31, 2026)

SecurityWeight
DEUTSCHE TELEKOM3.60%
SOFTBANK GROUP CORP3.40%
CANADIAN PACIFIC KANSAS CITY LTD3.13%
CAN NATL RAILWAY2.56%
VERIZON COMMUNICATIONS INC2.50%
AT&T INC2.48%
NEXTERA ENERGY INC2.45%
IBERDROLA SA2.41%
DHL GROUP2.41%
WASTE CONNECTIONS INC2.01%
ENBRIDGE INC1.90%
UNION PACIFIC CORP1.86%
BHARTI AIRTEL LIMITED1.83%
Treasury Repurchase Agreement1.82%
NTT INC1.63%
NATIONAL GRID PL1.56%
ENEL SPA1.53%
KDDI Corporation1.49%
COMCAST CORP CL A1.44%
TRANSURBAN GROUP1.43%
T-MOBILE US INC1.42%
EAST JAPAN RAIL1.32%
SOUTHERN CO1.31%
DUKE ENERGY CORP NEW1.26%
CENTRAL JAPAN RL1.25%
CONSTELLATION ENERGY CORP1.18%
VEOLIA ENVIRONNE1.17%
Other Repurchase Agreement1.14%
AMERICAN TOWER CORP1.12%
WASTE MANAGEMENT INC1.11%
WILLIAMS COS INC1.10%
TC ENERGY CORP1.09%
EQUINIX INC1.09%
Fresenius SE & Company KGaA1.08%
AENA SME SA1.08%
HCA HEALTHCARE INC1.04%
ENGIE0.99%
CSX CORP0.94%
NORFOLK SOUTHERN CORP0.87%
AMERICAN ELECTRIC POWER CO INC0.86%
E.ON SE0.85%
KINDER MORGAN INC0.80%
INTL CONTAINER TERM SVCS INC COMMON STOCK0.77%
SEMPRA ENERGY0.76%
BCE INC0.74%
DIGITAL REALTY TRUST INC0.71%
GFL ENVIRONM-SUB0.69%
DOMINION ENERGY INC0.68%
VISTRA CORP0.68%
ONEOK INC0.66%

VCRCX (Jan. 31, 2026)

SecurityWeight
VINCI SA4.58%
UNION PACIFIC CORP4.54%
ENTERGY CORP4.39%
PUB SERV ENTERP4.15%
XCEL ENERGY INC4.15%
WEC ENERGY GROUP INC4.09%
CHENIERE ENERGY INC4.09%
CAN NATL RAILWAY3.98%
FERROVIAL SE3.83%
PPL CORPORATION3.46%
AENA SME SA3.19%
E.ON SE3.13%
TARGA RESOURCES CORP2.92%
ATMOS ENERGY CORP2.89%
EQUINIX INC2.77%
CMS ENERGY CORP2.77%
AES CORP2.40%
PG&E CORP2.37%
AERO DEL PACIF-B2.37%
OGE ENERGY CORP2.27%
CONSTELLATION ENERGY CORP2.23%
CANADIAN PACIFIC KANSAS CITY LTD1.90%
West Japan Railway Company1.77%
SEVERN TRENT1.70%
GRUPO AEROPORTUA1.58%
AMERICAN TOWER CORP1.58%
NYLI U.S. Government Liquidity Fund1.56%
FLUGHAFEN ZU-REG1.54%
SOUTHERN CO1.52%
SSE PLC1.51%
CELLNEX TELECOM1.43%
CENTERPOINT ENERGY INC1.39%
KANSAI ELECTRIC POWER CO INC1.06%
NATIONAL GRID PL1.02%
ESSENTIAL UTILITIES INC0.98%
ELIA GROUP SA/NV0.92%
NEXTERA ENERGY INC0.91%
KYUSHU ELEC PWR0.83%
PENNON GRP PLC0.80%
INFRASTRUTTURE W0.77%
CHESAPEAKE UTILITIES CORP0.67%
AUCKLAND AIRPORT0.64%
CALIF WATER SRVC0.62%
ATLAS ARTERIA0.51%
CONSOLIDATED EDISON INC0.50%
TC ENERGY CORP0.50%
EAST JAPAN RAIL0.43%
Invesco Government & Agency Portfolio, Institutional Class0.26%
EIFFAGE0.26%
TRANSURBAN GROUP0.25%

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