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OWCIX vs HTFIX

Shared holdings
2
OWCIX covered by HTFIX
11.17%
HTFIX covered by OWCIX
11.17%

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.

OWCIX (Jan. 30, 2026)

SecurityWeight
iShares JP Morgan USD Em Mkts Bd ETF8.30%
ISHARES MBS ETF MUTUAL FUND5.79%
MMDA OVERNIGHT SWEEP5.42%
State Street SPDR Bloomberg Convertible Securities ETF4.39%
US TREASURY N/B3.00%
US TREASURY N/B2.39%
US TREASURY N/B2.26%
US TREASURY N/B2.18%
US TREASURY N/B2.08%
US TREASURY N/B1.96%
Invesco Preferred ETF1.60%
US TREASURY N/B1.60%
US TREASURY N/B1.57%
US TREASURY N/B1.52%
US TREASURY N/B1.51%
US TREASURY N/B1.47%
US TREASURY N/B1.46%
US TREASURY N/B1.44%
US TREASURY N/B1.43%
US TREASURY N/B1.39%
US TREASURY N/B1.36%
Barclays Mortgage Loan Trust, Series 2025-NQM5, Class PT20.80%
Barclays Mortgage Loan Trust, Series 2025-NQM4, Class PT20.79%
Barclays Mortgage Loan Trust, Series 2025-NQM7, Class PT20.78%
US TREASURY N/B0.72%
Barclays Mortgage Loan Trust, Series 2025-NQM2, Class A10.55%
GLOBAL X US PREFERRED ETF MUTUAL FUND0.48%
Barclays Mortgage Loan Trust, Series 2024-NQM3, Class A10.46%
Soundview Home Loan Trust 2006-OPT50.42%
CWABS Asset-Backed Certificates Trust, Series 2006-18, Class M10.40%
Ajax Mortgage Loan Trust, Series 2023-C, Class A10.39%
Saxon Asset Securities Trust, Series 2007-1, Class M10.33%
First Franklin Mortgage Loan Trust 2006-FF80.32%
Ajax Mortgage Loan Trust, Series 2023-A, Class A10.30%
Structured Asset Securities Corp. Mortgage Loan Trust, Series 2006-RF3, Class 1A20.29%
Carrington Mortgage Loan Trust, Series 2007-FRE1, Class M10.27%
Ajax Mortgage Loan Trust, Series 2022-B, Class A10.27%
CWABS Asset-Backed Certificates Trust, Series 2006-22, Class M10.26%
NEW RESIDENTIAL MTG LN TR 2022-SFR1 F 4.443% 02/17/2039 144A0.26%
MCM 2021-VFN1: NOTE CMO/WHOLE0.25%
Ajax Mortgage Loan Trust, Series 2021-F, Class A0.24%
CWABS Asset-Backed Certificates Trust, Series 2006-26, Class M10.24%
CIT MTG LN TR 2007-1 STEP 10/25/2037 144A0.24%
DRMT 2025-INV1 VAR 11/25/2060 144A0.23%
HOMES Trust, Series 2025-NQM5, Class A10.23%
Asset Backed Securities Corp Home Equity Loan Trust Series AEG 2006-HE10.23%
Barclays Mortgage Trust, Series 2021-NPL1, Class A0.22%
Ajax Mortgage Loan Trust, Series 2023-B, Class A0.22%
GSAA Home Equity Trust 2007-90.21%
Voyager OPTONE Delaware Trust, Series 2009-1, Class SAA70.21%

HTFIX (Feb. 28, 2026)

SecurityWeight
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.0000000021.64%
FRST AM-GV OB-X21.05%
V/E F ANGL HI YL17.09%
State Street SPDR Bloomberg Convertible Securities ETF11.78%
iShares US Preferred Stock ETF7.93%
iShares JP Morgan USD Em Mkts Bd ETF6.78%
ISHARES 7-10 YEAR TSY. BD4.42%
VANGUARD TOTAL INTERNATIONAL BOND ETF2.54%
OPTION2.53%
iShares Trust IBOXX USD INVST GRADE CORP2.52%
C&S PREF & INCOME ACTIVE ETF MUTUAL FUND1.72%

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