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PEGAX vs PEFIX

Shared holdings
64
PEGAX covered by PEFIX
23.94%
PEFIX covered by PEGAX
23.94%

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.

PEGAX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep257.97%
FNCL 6 6/247.26%
Uniform Mortgage-Backed Security, TBA4.33%
FED HM LN PC POOL RA8648 FR 06/53 FIXED 5.53.59%
FNMA POOL CB8752 FN 06/54 FIXED 53.17%
FR SD85262.00%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/321.88%
Uniform Mortgage-Backed Security, TBA1.78%
U.S. Treasury Inflation-Protected Indexed Notes1.49%
RPLDCI 6.581 05/30/49 144A1.49%
US TREASURY N/B1.33%
US TREASURY N/B1.30%
FNCL 4 4/261.23%
REPUBLIC OF SOUTH AFRICA BONDS 02/35 8.8751.09%
FNCL 3 6/241.07%
FHLG 30YR 5% 07/01/2054#RJ19271.01%
Uniform Mortgage-Backed Security, TBA0.96%
US TREASURY N/B0.94%
FNMA POOL MB0297 FN 01/55 FIXED 5.50.94%
Republic of Colombia0.89%
FNMA POOL CB8271 FN 04/54 FIXED 50.81%
UMBS0.77%
MV CREDIT EURO CLO MVCLO 3A AR 144A0.77%
FNMA POOL CB8464 FN 05/54 FIXED 40.75%
Uniform Mortgage-Backed Security, TBA0.72%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.375 07/15/330.69%
CAPITAL FOUR CLO CFOUR 10A A 144A0.67%
ARBOUR CLO ARBR 6A AR 144A0.62%
US TREASURY N/B0.62%
US TREASURY N/B0.62%
FED HM LN PC POOL RJ1504 FR 05/54 FIXED 6.50.61%
G2SF 5 5/260.57%
FED HM LN PC POOL RA9796 FR 09/53 FIXED 4.50.55%
TRINITY SQUARE TRINI 2021 1A BR0.49%
FNMA POOL MB0298 FN 01/55 FIXED 60.49%
BBCCRE TRUST BBCCR 2015 GTP D 144A0.46%
FNMA POOL CB7589 FN 11/53 FIXED 5.50.44%
FED HM LN PC POOL RJ1108 FR 03/54 FIXED 50.44%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/20310.44%
US TREASURY N/B0.42%
FED HM LN PC POOL RJ0138 FR 12/53 FIXED 5.50.41%
Asset Backed Securities Corp Home Equity Loan Trust Series AEG 2006-HE10.40%
ASIAN DEVELOPMENT BANK SR UNSECURED 02/28 6.720.40%
UMBS0.39%
ALTICE FRANCE SA 2025 TERM LOAN B130.39%
CAPITAL FOUR CLO CFOUR 4A BRR 144A0.38%
MARGAY CLO MARGA 2A AR 144A0.38%
G2 MA90170.37%
FNMA POOL CB6608 FN 07/53 FIXED 40.36%
VERIZON COMM INC0.36%

PEFIX (March 31, 2026)

SecurityWeight
Uniform Mortgage-Backed Security, TBA14.97%
FNCL 6 6/2411.45%
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND9.13%
US ULTRA BOND CBT Sep257.71%
FNCL 5 4/263.85%
U.S. Treasury Bills3.27%
FR SD84752.16%
iShares Core S&P 500 ETF1.89%
G2SF 4 4/231.67%
FREDDIE MAC FHR 5575 FC1.53%
G2SF 3.5 4/241.45%
G2SF 5 5/261.30%
REPUBLIC OF PERU SR UNSECURED 144A 08/32 6.151.14%
Government National Mortgage Association1.10%
Uniform Mortgage-Backed Security, TBA0.90%
GSRPM MORTGAGE LOAN TRUST GSRPM 2006 1 M2 144A0.87%
Uniform Mortgage-Backed Security, TBA0.86%
Uniform Mortgage-Backed Security, TBA0.86%
FNCL 4 6/240.80%
FREDDIE MAC FHR 5580 FA0.76%
G2SF 4.5 4/260.75%
Government National Mortgage Association, TBA0.75%
Government National Mortgage Association, TBA0.75%
LETRA TESOURO NACIONAL BILLS 10/26 0.000000.72%
FNCL 5.5 4/260.67%
US TREASURY N/B0.59%
US TREASURY N/B0.58%
TITULOS DE TESORERIA BONDS 01/35 11.750.56%
Keurig Dr Pepper Inc 0% CP 13/04/20260.54%
SBNA AUTO RECEIVABLES TRUST SBAT 2025 SF1 C 144A0.51%
LETRA TESOURO NACIONAL BILLS 07/26 0.000000.46%
FNMA POOL FA1296 FN 08/51 FIXED VAR0.45%
U.S. Treasury Bill0.43%
FNMA POOL FS2937 FN 04/43 FIXED VAR0.37%
REPUBLIC OF SOUTH AFRICA BONDS 03/36 6.250.37%
TITULOS DE TESORERIA BONDS 08/29 110.37%
WAMU MORTGAGE PASS THROUGH CER WAMU 2006 AR13 2A0.35%
GSAA Trust, Series 2006-7, Class AF20.34%
Uniform Mortgage-Backed Security, TBA0.34%
MASTR SPECIALIZED LOAN TRUST MASD 2005 3 M1 144A0.33%
FED HM LN PC POOL RJ0137 FR 12/53 FIXED 50.31%
BONOS DE TESORERIA SR UNSECURED 144A REGS 08/33 70.30%
TITULOS DE TESORERIA BONDS 02/33 13.250.30%
GSAA HOME EQUITY TRUST GSAA 2007 4 A20.30%
Boyce Park Clo Ltd0.30%
LEHMAN XS TRUST LXS 2006 GP4 3A50.29%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 25-124 HF SOFR30A+115 07/20/20550.29%
PALMER SQUARE EUROPEAN LOAN FU PSTET 2024 2A B 144A0.29%
MORGAN STANLEY CAPITAL INC MSAC 2007 HE5 A2B0.29%
WAMU MORTGAGE PASS THROUGH CER WAMU 2006 AR15 2A0.28%

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