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PIFRX vs PACAX

Shared holdings
399
PIFRX covered by PACAX
14.31%
PACAX covered by PIFRX
14.31%

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.

PIFRX (Jan. 31, 2026)

SecurityWeight
Uniform Mortgage-Backed Security, TBA8.25%
Putnam Short Term Investment Fund, Class P6.76%
Uniform Mortgage-Backed Security, TBA3.85%
Uniform Mortgage-Backed Security, TBA2.40%
TBA GNMA 30 YR 5.500000002.32%
Franklin Ultra Short Bond ETF1.92%
Uniform Mortgage-Backed Security, TBA1.39%
U.S. Treasury Bills0.98%
Government National Mortgage Association0.75%
US ULTRA BOND CBT Sep250.75%
Uniform Mortgage-Backed Security, TBA0.70%
FNCL 3 2/260.67%
Government National Mortgage Association0.59%
STACR 2022-HQA1 M20.50%
Government National Mortgage Association, TBA0.48%
MORGAN STANLEY0.44%
Uniform Mortgage-Backed Security, TBA0.41%
FN MA44730.40%
BRAVO Residential Funding Trust, Series 2020-RPL1, Class M10.39%
FHLMC Pool, 30 Year0.39%
FORDO 2024-A A30.39%
JPMORGAN CHASE0.39%
FNMA, 30 Year0.37%
FNMDI4 3.5 BF0219 09-01-570.33%
Banc of America Commercial Mortgage Trust, Series 2015-UBS7, Class B0.32%
FR SD38620.31%
FNMA, 30 Year0.31%
Government National Mortgage Association, TBA0.30%
CIFC Funding Ltd., Series 2021-7A, Class AR0.30%
FNMA, Series 2021-12, Class NI0.30%
Hyundai Auto Receivables Trust, Series 2025-C, Class A2B0.29%
Uniform Mortgage-Backed Security, TBA0.29%
HART 2024-A A30.29%
STACR 2021-HQA4 M20.28%
FORDO 2024-B A30.28%
BANK OF AMER CRP0.26%
CITIGROUP INC0.26%
FN FS07540.26%
Station Place Securitization Trust, Series 2025-1, Class A0.26%
Station Place Securitization Trust, Series 2025-7, Class A0.26%
Station Place Securitization Trust, Series 2025-3, Class A0.25%
Government National Mortgage Association, Series 2020-151, Class MI0.25%
PRKCM Trust, Series 2023-AFC2, Class A10.25%
Chase Auto Owner Trust, Series 2024-1A, Class A30.25%
FNMA 15YR 2.5% 09/01/2036#CB17560.25%
Freddie Mac Seasoned Credit Risk Transfer Trust Series 2019-30.24%
CCL 4 08/01/28 144A0.24%
Wells Fargo Commercial Mortgage Trust, Series 2020-C55, Class XA0.24%
Venture 41 CLO Ltd., Series 2021-41A, Class A1RR0.23%
BERRY GLOBAL INC0.23%

PACAX (March 31, 2026)

SecurityWeight
Putnam Short Term Investment Fund, Class P5.19%
NVIDIA CORP2.90%
FNCL 2.5 4/262.56%
APPLE INC2.45%
FNCL 5 4/262.41%
U.S. Treasury Bills2.07%
MICROSOFT CORP1.74%
AMAZON.COM INC1.43%
ALPHABET INC CL A1.36%
Uniform Mortgage-Backed Security, TBA1.06%
META PLATFORMS INC CL A1.03%
BROADCOM INC0.90%
G2SF 3 4/260.80%
ZAR/USD FORWARD0.80%
TESLA INC0.68%
US ULTRA BOND CBT Sep250.67%
CITIGROUP INC0.67%
MASTERCARD INC CL A0.66%
LILLY ELI and CO0.66%
Bank of Montreal0.60%
FNCL 3.5 4/260.59%
FNCL 4.5 4/260.58%
Coca-Cola Co. (The)0.56%
LAM RESEARCH CORP0.54%
Atlantic Asset Securitization LLC0.52%
ALPHABET INC CL C0.50%
GOVERNMENT NATIONAL MORTGAGE CORPORATION0.48%
Walmart, Inc.0.47%
DNB Bank ASA0.47%
TotalEnergies Capital SA0.45%
Nestle Finance International Ltd.0.45%
Royal Bank of Canada0.44%
Westpac Banking Corp.0.44%
Gotham Funding Corp.0.44%
Toronto-Dominion Bank (The)0.44%
GOLDMAN SACHS GROUP INC0.44%
CATERPILLAR INC0.43%
GE VERNOVA LLC0.42%
NETFLIX INC0.40%
PHILIP MORRIS INTL INC0.40%
ING US Funding LLC0.40%
BofA Securities0.39%
US DOLLARS0.39%
G2 MA68200.38%
MERCK & CO0.38%
US DOLLARS0.38%
REGENERON PHARMACEUTICALS INC0.37%
EXXON MOBIL CORP0.32%
Putnam Government Money Market Fund, Class G0.31%
AT&T INC0.31%

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