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PEGIX vs PONAX

Shared holdings
183
PEGIX covered by PONAX
17.42%
PONAX covered by PEGIX
17.42%

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.

PEGIX (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%

PONAX (March 31, 2026)

SecurityWeight
FNCL 6.5 6/246.65%
FNCL 6 6/245.62%
FNCL 6 7/253.16%
Uniform Mortgage-Backed Security, TBA2.01%
LETRA TESOURO NACIONAL BILLS 07/26 0.000001.92%
Uniform Mortgage-Backed Security, TBA1.57%
FNCL 4 6/241.48%
Uniform Mortgage-Backed Security, TBA1.45%
Uniform Mortgage-Backed Security, TBA1.34%
RPLDCI 6.581 05/30/49 144A1.22%
U.S. Treasury Inflation-Protected Indexed Notes1.20%
US TREASURY N/B1.07%
US TREASURY N/B1.07%
FR RQ00751.01%
Uniform Mortgage-Backed Security, TBA0.88%
LETRA TESOURO NACIONAL BILLS 10/26 0.000000.84%
Uniform Mortgage-Backed Security, TBA0.78%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.375 07/15/330.74%
FR RQ00840.66%
Government National Mortgage Association, TBA0.64%
Government National Mortgage Association, TBA0.60%
US ULTRA BOND CBT Sep250.56%
US TREASURY N/B0.51%
FR RQ00940.51%
RFRF USD SF+26.161/1.2* 06/16/21-30Y LCH0.51%
IRS EUR 0.50000 06/17/20-30Y LCH0.49%
Government National Mortgage Association, TBA0.48%
FN MA59440.48%
Freddie Mac Pool0.48%
FN MA58780.45%
US TREASURY N/B0.44%
U.S. TREASURY INFLATION-PROTECTED SECURITIES .25% 07/15/290.43%
JAPAN (30 YEAR ISSUE) BONDS 09/55 3.20.38%
CREDIT SUISSE MORTGAGE TRUST CSMC 2018 RPL6 A2 144A0.37%
U.S. Treasury Notes0.37%
CITIGROUP MORTGAGE LOAN TRUST CMLTI 2021 RP4 A5 144A0.34%
LEGACY MORTGAGE ASSET TRUST LMAT 2024 INV1 PT 144A0.34%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 07/15/20320.33%
FNCL 5.5 4/260.31%
FNCL 5 4/260.30%
BANC OF AMERICA MERRILL LYNCH BAMLL 2024 LB1 AE 144A0.30%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 10/15/20260.30%
Freddie Mac Pool0.29%
Eagle Funding LuxCo S.a.r.l.0.28%
Uniform Mortgage-Backed Security, TBA0.28%
FN MA59710.28%
DUTCH MORTGAGE FINANCE DMFI 2024 1A A 144A0.26%
VALERIE ASSET LTD 09/50 10.26%
FNCL 4 4/260.26%
FNMA POOL MA5909 FN 12/55 FIXED 50.26%

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