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RSFCX vs SOUAX

Shared holdings
43
RSFCX covered by SOUAX
14.17%
SOUAX covered by RSFCX
14.17%

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.

RSFCX (March 31, 2026)

SecurityWeight
Knight Health Holdings LLC Term Loan B4.58%
AIR METHODS CORPORATION3.01%
INVESCO SENIOR LOAN ETF MUTUAL FUND2.37%
STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND2.33%
T/L LIFEPOINT HEALTH INC REGD ZCP TERM LOAN 0.000000001.42%
LS Group OpCo Acquistion LLC, First Lien, Term Loan, B1.34%
U.S. Treasury Bills1.30%
LA FITNESS TERM B 1LN 02/12/20291.29%
Core & Main LP, First Lien, CME Term Loan, E1.21%
TRAVERSE MIDSTREAM TERM B 1LN 02/16/20281.17%
T/L MILANO ACQUISITION CORP REGD 0.000000001.12%
Cengage Learning, Inc., Term Loan B1.12%
HARSCO CORPORATION 2021 TERM LOAN1.11%
Delek US Holdings, Inc., First Lien, CME Term Loan, B1.10%
Chariot Buyer LLC/Term Loan B 07/251.08%
EMBECTA TERM B 1LN 3/30/20291.06%
Innio North America Holding, Inc., Facility 1st Lien Term Loan B1.04%
Janus International Group LLC, First Lien, 8th Amendment CME Term Loan1.02%
Ineos US Finance LLC, TLB0.98%
T/L AADVANTAGE LOYALTY IP LTD. REGD 0.000000000.94%
RP TL B 1L USD0.94%
SKYMILES TL 10/20/2028 10/20/20280.89%
NorthRiver Midstream Finance LP 2023 USD Term Loan B0.87%
MADISON IAQ LLC TERM LOAN0.86%
Perrigo Investments LLC, First Lien 2024 Refinancing Term Loan B0.86%
MARRIOTT VACATIONS TERM B 1LN 04/01/20310.85%
Gates Global LLC, Term Loan B50.85%
T/L FLUTTER FINANCING B V REGD 0.000000000.83%
T/L AUDACY CAPITAL LLC REGD ZCP TERM LOAN 0.000000000.83%
LSF12 Badger Bidco LLC Term Loan B0.83%
WJACN TL B 1L USD0.82%
Houghton Mifflin Harcourt Publishing Company 2022 Term Loan0.80%
Fleet US Bidco Inc 2024 1st Lien Term Loan B0.79%
GIP Pilot Acquisition Partners LP, First Lien, Initial Term Loan0.78%
MH Sub I LLC, First Lien, 2024 December New Term Loan0.77%
MCFE TL B1 1L USD0.76%
Arsenal AIC Parent LLC, Term Loan B0.75%
Sedgwick CMS Term Loan B 250 2031-07-010.75%
NOVAE TERM 1LN 12/22/20280.70%
RISING TIDE HOLDINGS INC0.70%
VESTIS TL B 1L USD0.69%
NOVOLEX TERM 1LN 04/13/20290.66%
GRAY TELEVISION TERM D 1LN 12/01/20280.65%
WOOF TL B 1L USD0.65%
Wireco WorldGroup Term Loan B 375 2028-11-010.64%
Healthpeak Properties Inc 0% CP 01/04/20260.64%
FISERV INC COMMERCIAL PAPER (ISITC)0.64%
ERP OPERATING LP0.64%
TAYLOR MADE TERM B 1LN 02/07/20290.63%
CHART INDUSTRIES TERM B 1LN 3/15/20300.63%

SOUAX (March 31, 2026)

SecurityWeight
American Beacon U.S. Government Money Market Fund9.98%
FRONERI US INC1.64%
Bausch & Lomb Corporation, Repriced Term Loan1.46%
ZAYO TL 1L USD1.41%
Victra Holdings LLC, First Lien Term Loan1.37%
CZR TL B1 1L USD1.21%
Ultimate Software Group, Inc., First Lien Term Loan1.17%
GRATHO TL B 1L USD1.17%
Cengage Learning, Inc., Term Loan B1.10%
T/L FOCUS FINANCIAL PARTNERS LLC REGD 0.000000001.10%
T/L DAYFORCE INC REGD 0.000000001.10%
T/L ACRISURE LLC REGD 0.000000001.09%
BOXER PARENT TL1.07%
OneDigital Health and Benefits Term Loan B 300 2031-07-011.05%
Chariot Buyer LLC/Term Loan B 07/251.04%
HOLOGIC INC 2026 TERM LOAN B1.00%
T/L HIGHTOWER HOLDING LLC REGD 0.000000001.00%
T/L DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC REGD 0.000000000.97%
GOLDEN NUGGET TERM B 1LN 01/29/20290.93%
T/L OVG BUSINESS SERVICES LLC REGD 0.000000000.92%
T/L MILANO ACQUISITION CORP REGD 0.000000000.92%
T/L ASCEND LEARNING LLC REGD 0.000000000.91%
Mitchell International, Inc., Term Loan0.86%
AVEANNA HEALTHCARE TERM B 1LN 9/17/20320.78%
Garda World Security Corporation, Term Loan B0.78%
T/L CROWN FINANCE US INC 0.000000000.76%
UNITED PACIFIC TERM B 1LN 07/09/20310.76%
T/L RADIOLOGY PARTNERS INC REGD 0.000000000.74%
RP TL B 1L USD0.73%
UNSEAM TL B 1L USD0.72%
ELECTRONIC ARTS INC USD TERM LOAN B0.72%
EG GROUP TERM B 1LN 02/10/20310.72%
WAND NEWCO 3, INC. TL 30-Jan-310.72%
T/L ALPHA GENERATION LLC REGD ZCP TERM LOAN 0.000000000.71%
LC AHAB US BIDCO LLC TERM LOAN B0.71%
ZELIS TERM B 1LN 11/26/20310.71%
RESTAURANT TECHNOLOGIES TERM B 1LN 4/2/20290.71%
Golden State Foods LLC, First Lien, Initial CME Term Loan0.70%
VOYAGER PARENT LLC TL-B 1ST LIEN (TSFR3M+425)(FLR 0.0) FRN 07-01-320.68%
WESTINGHOUSE TERM B 1LN 01/27/20310.67%
HARSCO CORPORATION 2021 TERM LOAN0.66%
T/L LIFEPOINT HEALTH INC REGD ZCP TERM LOAN 0.000000000.65%
SFR TERM B14 1LN 5/31/20310.64%
Verscend Holding Corp., Term Loan B0.64%
Ardonagh Midco 3 PLC 2024 USD Term Loan B0.64%
VIRGIN MEDIA TERM Y 1LN 03/31/20310.62%
Eisner Advisory Group Term Loan B 400 2031-02-050.61%
T/L KAMAN CORPORATION REGD 0.000000000.61%
IONPLA TL B 1L USD0.61%
REZI TL B 1L USD0.60%

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