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ROBAX vs RDFI

Shared holdings
9
ROBAX covered by RDFI
21.68%
RDFI covered by ROBAX
21.68%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ROBAX (March 31, 2026)

SecurityWeight
BLACKROCK MUNIHOLDINGS FUND INC10.66%
BLACKROCK MUNIYIELD QUALITY FUND INC8.19%
BLACKROCK MUNIYIELD QUALITY FUND III INC7.78%
CLOSED-E5.34%
EATON VANCE MUNICIPAL BOND FUND4.59%
BLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC4.19%
INVESCO VAN KAMPEN MUN OPPORTUNITY TR COM STK NPV4.04%
RVRNRT-FLX MUNI23.72%
WESTERN ASSET MANAGED MUNICIPA WESTERN ASSET MANAGED MUNICI3.14%
NYLI MACKAY DEFINEDTERM MUNI OPPORTUNITIES FUND2.83%
V/E HI YLD MUNI2.78%
RiverNorth Managed Duration Municipal Income Fund, Inc.2.69%
Putnam Municipal Opportunities Trust2.62%
Invesco National AMT-Free Municipal Bond ETF2.57%
CLOSED-E2.56%
PIMCO CA MU INC2.23%
BLACKROCK MUNIYIELD MICH QUALITY FD INC COM STK USD0.12.12%
Nuveen New York AMT-Free Quality Municipal Income Fund1.99%
NEUBERGER MUNICIPAL FUND INC1.90%
NVN-NJ QLTY MUNI1.87%
BLACKROCK MUNIHOLDINGS N J QUALITY FD INC COM STK USD0.11.82%
INVESCO VAN KAMPEN MUN TR COM STK USD0.011.72%
PIMCO MUNICIPAL INCOME FUND II PIMCO MUNICIPAL INCOME FD II1.51%
UMB IB MONEY MARKET II /1.41%
RiverNorth Managed Duration Municipal Income Fund II, Inc.1.31%
ALLIANCE-NTL MUN1.30%
BNYM-STR MUNI1.17%
RiverNorth Opportunistic Municipal Income Fund, Inc.1.08%
MFS-HI INC MUNI1.01%
RiverNorth Flexible Municipal Income Fund, Inc.0.99%
FH-PREM MUNI INC0.98%
PIMCO-NY MUN II0.90%
INVESCO QUALITY MUN INCOME TR QUALITY MUNI INCOM TRST0.86%
Putnam Managed Municipal Income Trust0.82%
INVESCO VAN KAMPEN PA VALUE MUN INCOME TR COM0.80%
Western Asset Intermediate Muni Fund, Inc.0.80%
Zywave_Pfd Equity0.74%
BlackRock MuniAssets Fund, Inc.0.63%
Eaton Vance National Municipal Opportunities Trust0.57%
DWS MUNICIPAL INCOME TRUST COM USD0.010.56%
MFS-MUNI INC0.44%
BNYM-MUN BD INFR0.33%
CLOSED-E0.26%
INVESCO VAN KAMPEN TR INVT GRADE MUNS COM STK USD0.010.15%
NVN-PA QUAL MUNI0.05%

RDFI (March 31, 2026)

SecurityWeight
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.6.72%
BLACKROCK CREDIT ALLOCATION INCOME TRUST5.14%
BLACKROCK MUNIHOLDINGS FUND INC4.93%
abrdn Asia-Pacific Income Fund, Inc.4.79%
Templeton Emerging Markets Income Fund, Inc.4.58%
BROOKFIELD REAL ASSETS INCOME FUND INC4.50%
WESTERN ASSET EMERGING MARKETS DEBT FUND INC3.89%
Cohen & Steers Limited Duration Preferred and Income Fund, Inc.3.66%
BlackRock Corporate High Yield Fund, Inc.3.62%
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC3.47%
BLACKROCK MUNIYIELD QUALITY FUND INC3.38%
BLACKROCK MUNIYIELD QUALITY FUND III INC3.31%
DOUBLELINE YIELD OPPORTUNITIES FUND3.24%
NEUBERGER MUNICIPAL FUND INC3.20%
ALLIANCE-NTL MUN3.10%
EATON VANCE MUNICIPAL BOND FUND3.09%
RAREVIEW GOVERNMENT MONEY MARKET ETF3.07%
KKR INCOME OPPORTUNITIES FUND2.75%
PIMCO-DYN INC ST2.75%
Morgan Stanley Emerging Markets Debt Fund, Inc.2.63%
ANGEL OAK INCOME ETF2.57%
BLACKROCK CORE BOND TRUST2.56%
BLACKROCK MULTI SECTOR INCOME TRUST2.56%
BLACKROCK INCOME TRUST INC2.34%
ALLSPRING MULTI SECTOR INCOME FUND2.29%
First Trust Intermediate Duration Preferred & Income Fund2.24%
WESTERN ASSET MANAGED MUNICIPA WESTERN ASSET MANAGED MUNICI2.13%
CLOSED-E1.72%
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund1.70%
CLOSED-E1.21%
DOUBLELINE INCOME SOLUTIONS MUTUAL FUND1.14%
CLOSED-E1.03%
INVESCO VAN KAMPEN MUN TR COM STK USD0.010.61%
TCW Strategic Income Fund, Inc.0.09%

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