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PUTIX vs PLDTX

Shared holdings
23
PUTIX covered by PLDTX
33.45%
PLDTX covered by PUTIX
33.45%

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.

PUTIX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2513.74%
PIMCO PRV SHORT TERM FLT III MUTUAL FUND9.45%
Uniform Mortgage-Backed Security, TBA7.21%
Uniform Mortgage-Backed Security, TBA6.64%
FNCL 6 6/246.64%
Uniform Mortgage-Backed Security, TBA3.09%
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND2.62%
Government National Mortgage Association, TBA2.32%
Uniform Mortgage-Backed Security, TBA2.24%
FNCL 3 6/242.16%
G2SF 5 5/262.15%
US TREASURY N/B2.06%
LETRA TESOURO NACIONAL BILLS 10/26 0.000001.68%
Uniform Mortgage-Backed Security, TBA1.60%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 07/15/20321.45%
U.S. Treasury Inflation-Protected Indexed Notes1.22%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.125% 01/15/20331.02%
SAGB 7 02/28/31 R2130.93%
RFR USD SOFR/3.50000 12/21/22-30Y CME0.66%
PROJECT CASHMERE CLASS A1 144A0.59%
RPLDCI 6.581 05/30/49 144A0.56%
BONOS DE TESORERIA SR UNSECURED 144A REGS 08/33 70.47%
LAZARD GROUP LLC0.46%
RESIDENTIAL ASSET SECURITIES C RASC 2006 EMX5 A40.45%
REPUBLIC OF PERU SR UNSECURED 144A 08/32 6.150.45%
REPUBLIC OF PERU SR UNSECURED REGS 08/31 6.950.44%
BARCLAYS PLC0.40%
TITULOS DE TESORERIA BONDS 01/35 11.750.40%
TITULOS DE TESORERIA BONDS 01/31 6.50.38%
SANTANDER UK GRP0.37%
FWD0Z35T8 COLOMBIA GOVT0.36%
UMBS0.34%
US TREASURY N/B0.34%
REPUBLIC OF SOUTH AFRICA BONDS 01/30 80.34%
LETRA TESOURO NACIONAL BILLS 07/26 0.000000.33%
TORO EUROPEAN CLO TCLO 3A ARRE 144A0.33%
CARLYLE GLOBAL MARKET STRATEGI CGMSE 2025 1A A1 144A0.33%
CORDATUS CLO PLC CORDA 12A ARR 144A0.33%
JAPAN (20 YEAR ISSUE) BONDS 12/44 20.33%
SG MORTGAGE SECURITIES TRUST SGMS 2006 OPT2 A3D0.32%
FNCL 4 6/240.32%
BPCE SA REGD V/R 144A P/P 6.612000000.32%
FWD0JVF55 COLOMBIA GOVT NDF0.29%
SHACKLETON CLO LTD SHACK 2019 14A A1RR 144A0.29%
ROMARK CLO LTD RMRK 2021 4A A1R 144A0.29%
NORTHWOODS CAPITAL LTD WOODS 2021 25A AR 144A0.29%
BENEFIT STREET PARTNERS CLO XXII LTD AR2 TSFR3M+115 04/20/2035 144A0.29%
UBS GROUP0.29%
ROYAL BK SCOTLND0.29%
BEAR STEARNS ASSET BACKED SECU BSABS 2007 HE2 2A40.28%

PLDTX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2522.01%
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND12.55%
Uniform Mortgage-Backed Security, TBA6.36%
FNCL 6 6/244.49%
PIMCO PRV SHORT TERM FLT III MUTUAL FUND3.06%
FR SD82372.27%
U.S. Treasury Bills2.26%
U.S. Treasury Bills2.10%
U.S. Treasury Bills2.03%
FNMA POOL BV5376 FN 04/52 FIXED 31.53%
U.S. Treasury Bills1.39%
U.S. Treasury Bills1.38%
U.S. Treasury Bills1.06%
U.S. Treasury Bill0.93%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.125% 01/15/20330.85%
FANNIE MAE FNR 2025 69 FB0.84%
FREDDIE MAC FHR 5565 FC0.84%
FREDDIE MAC NOTES 10/26 0.80.83%
FED HM LN PC POOL QG7216 FR 07/53 FIXED 50.81%
FREDDIE MAC FHR 5569 FB0.68%
Uniform Mortgage-Backed Security, TBA0.65%
US TREASURY N/B0.62%
SFO COMMERICAL MORTGAGE TRUST SFO 2021 555 A 144A0.62%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION SER 2025-H20 CL FA V/R 4.868880000.57%
FREDDIE MAC FHR 5563 FV0.54%
FNMA POOL BM1447 FN 07/47 FIXED VAR0.53%
BBCMS Mortgage Trust, Series 2022-C15, Class A50.51%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 07/15/20320.48%
S+P GLOBAL INC0.44%
JTI Financial Services North America LLC0.44%
CBRE SVCS INC DISC COML PAPER 06/26 ZCP0.43%
U.S. Treasury Bills0.42%
ONE MARKET PLAZA TRUST OMPT 2017 1MKT A 144A0.41%
FNMA POOL CA0694 FN 11/47 FIXED 3.50.40%
U.S. Treasury Bills0.39%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION SER 2020-H14 CL FH V/R 5.364110000.37%
U.S. Treasury Bills0.36%
DROP Mortgage Trust 2021-FILE0.36%
NIAGARA MOHAWK0.35%
FNMA POOL CB3277 FN 04/52 FIXED 30.34%
FNMA POOL CA0384 FN 09/47 FIXED 3.50.34%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION SER 2023-H11 CL FC V/R 5.198880000.33%
SYNIT 2023-A2 A0.33%
HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 03/27 5.30.33%
ABBVIE INC0.33%
JPMORGAN CHASE + CO SR UNSECURED 09/27 VAR0.32%
U.S. Treasury Bills0.32%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION SER 2023-H12 CL FA V/R 4.917650000.30%
PRK 2017-280P A0.29%
New Orleans Hotel Trust, Series 2019-HNLA, Class A0.29%

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