Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

RBND vs Pacific Funds Strategic Income

Shared holdings
12
RBND covered by B
1.90%
B covered by RBND
1.90%

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.

RBND (March 31, 2023)

SecurityWeight
DEUTSCHE TEL FIN1.09%
LLOYDS BK GR PLC1.05%
CISCO SYSTEMS0.88%
NOVARTIS CAPITAL0.85%
BANK OF MONTREAL0.73%
ANHEUSER-BUSCH0.73%
NOVARTIS CAPITAL0.72%
LLOYDS BK GR PLC0.69%
UNILEVER CAPITAL0.68%
APPLE INC0.67%
CISCO SYSTEMS0.66%
UNILEVER CAPITAL0.65%
JPMORGAN CHASE0.63%
BARCLAYS PLC0.63%
AT&T INC0.62%
NEWMONT GOLDCORP0.61%
BANK OF MONTREAL SR UNSECURED 01/27 VAR0.60%
JPMORGAN CHASE0.58%
VERIZON COMM INC0.57%
TOYOTA MTR CRED0.55%
DIAGEO CAP PLC0.55%
TORONTO DOM BANK0.55%
WESTPAC BANKING0.53%
MORGAN STANLEY0.52%
HP INC0.52%
BECTON DICKINSON0.52%
TECK RESOURCES0.51%
JPMORGAN CHASE0.51%
AT&T INC0.50%
SALESFORCE.COM0.49%
INTEL CORP0.49%
DIAGEO CAP PLC0.48%
VODAFONE GROUP0.48%
COMCAST CORP REGD 5.350000000.46%
HP INC0.46%
AUST & NZ BK NY0.45%
NATWEST GROUP0.44%
BANK NOVA SCOTIA0.44%
THE CAMPBELLS CO0.44%
MICROSOFT CORP0.44%
APPLE INC0.44%
UNILEVER CAPITAL0.43%
BANCO SANTANDER0.43%
GOLDMAN SACHS GP0.43%
COCA-COLA CO/THE0.43%
ADOBE INC0.43%
HEALTHPEAK OP0.42%
HSBC HOLDINGS0.42%
CITIGROUP INC0.42%
MICROSOFT CORP0.42%

Pacific Funds Strategic Income (March 31, 2023)

SecurityWeight
BLKR-LIQ T-INS1.72%
SRS Distribution Inc 2021 Term Loan B1.33%
Sunshine Luxembourg VII SARL 2021 USD Term Loan B31.00%
Applied Systems Inc 2022 Extended 1st Lien Term Loan0.98%
2020 TERM LOAN0.97%
BOEING CO0.85%
SOUTH32 TREASURY LTD COMPANY GUAR 144A 04/32 4.350.77%
MORGAN STANLEY0.72%
CIGNA GROUP/THE0.72%
CITIGROUP INC0.71%
B 0 08/24/230.68%
VERIZON COMM INC0.68%
ANHEUSER-BUSCH0.66%
Allied Universal Holdco LLC0.65%
MULTI-COLOR TERM B 1LN 10/30/20280.65%
CORELOGIC INC TL 1ST LIEN (TSFR3M+361.448) (FLR 0.5) 7.28640% 06-02-280.64%
CHENIERE ENERGYP0.63%
WEIR GROUP PLC (THE) SR UNSECURED 144A 05/26 2.20.62%
SOUTHERN CAL ED0.60%
Sandstone Peak Ltd., Series 2021-1A, Class B10.60%
Ultimate Software Group Inc (The) 2021 Term Loan0.60%
GLP CAP/FIN II0.60%
Deerfield Dakota Holding LLC 2020 USD Term Loan B0.60%
DISH Network Corp0.58%
NGGLN 5.994 03/06/33 144A0.57%
Heartland Dental LLC0.56%
CELANESE US HLDS0.56%
ROYAL BK CANADA0.56%
TREASURY BILL0.55%
TREASURY BILL 0.000000% 07/20/20230.55%
US BANCORP0.54%
Pathway Vet Alliance LLC 2021 Term Loan0.54%
U.S. Treasury Bills0.54%
Mavis Tire Express Services Corp 2021 Term Loan B0.54%
JBS USA/FOOD/FIN0.53%
PERCOR TL B 1L USD0.53%
MADISON IAQ LLC TERM LOAN0.52%
CHURCHILL DOWNS INC SR UNSECURED 144A 04/30 5.750.51%
GLENCORE FDG LLC0.51%
GSK CONSUMER0.51%
UNITEDHEALTH GRP0.51%
U S TREASURY BILL0.51%
TELEDYNE TECH0.50%
B 0 01/25/240.50%
Solera Term Loan B 400 2028-05-150.50%
ROGERS COMM INC0.50%
AMGEN INC0.50%
ANGLO AMERICAN CAPITAL PLC0.49%
ENERGY TRANSFER0.49%
GLOBAL PAY INC0.49%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.