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SIFIX vs PEFIX

Shared holdings
4
SIFIX covered by PEFIX
6.20%
PEFIX covered by SIFIX
6.20%

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.

SIFIX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep255.05%
JAPAN GOVT 30-YR3.71%
FRTR 3 1/2 11/25/333.47%
EURO-SCHATZ FUT JUN26 FINANCIAL COMMODITY FUTURE.2.97%
BUNDESREPUB. DEUTSCHLAND 2.600000% 05/15/20412.97%
UNITED KINGDOM GILT GBP REG S 4.75% 10-22-352.94%
SPANISH GOV'T2.58%
EURO-BOBL FUTURE JUN26 FINANCIAL COMMODITY FUTURE.2.47%
US TREASURY N/B2.24%
JAPAN (2 YEAR ISSUE) 0.800000% 03/01/20271.73%
US TREASURY N/B1.70%
PROVINCE OF BRITISH COLUMBIA CANADA1.56%
ITALY BUONI POLIENNALI DEL TESORO1.54%
CHINA GOVERNMENT BOND 2.390000% 03/15/20291.50%
Ten-Year Government of Canada Bond Futures1.45%
US TREASURY N/B1.28%
JAPAN GOVT 10-YR1.18%
FNCL 5.5 4/261.01%
USD P/ILS C EXPIRATION: 02/10/20260.99%
AGRICULTURAL BANK OF CHINA LTD/HONG KONG MTN 2.800000% 07/31/20270.98%
Sweden Inflation Linked Bond0.93%
Titulos de Tesoreria0.87%
EUROPEAN UNION MTN 3.375000% 12/12/20350.85%
European Union0.85%
NETHERLANDS GOVERNMENT OF 2.5% 01/15/2033 144A REGS0.78%
JAPAN GOVT 20-YR0.78%
GERMANY FEDERAL REPUBLIC OF 0% 08/15/2030 REGS0.76%
UNITED KINGDOM GILT GBP REG S 1.125% 01-31-390.76%
TITULOS DE TESORERIA 13.250000% 02/09/20330.75%
Republic of Poland Government International Bond0.70%
JAPAN GOVT 10-YR0.67%
Canadian Government Bond0.64%
Commonwealth of Australia0.64%
SWITZERLAND CONFEDERATION 3.5% 04/08/2033 REGS0.64%
RIKISBREF 6.500000% 02/15/20380.63%
JAPAN GOVT 20-YR0.60%
GERMANY FEDERAL REPUBLIC OF 2.2% 02/15/2034 REGS0.60%
Republic of Indonesia, The Government of, The0.57%
CHINA PEOPLES REPUBLIC OF 3.81% 09/14/20500.57%
NEW ZEALAND GVT0.56%
ASIAN DEVELOPMENT BANK MTN 2.350000% 06/21/20270.53%
CHINA GOVT BOND0.52%
US LONG BOND(CBT) DEC25 DUMMY FINANCIAL COMMODITY FUTURE.0.52%
MEXICO UNITED MEXICAN STATES 10% 11/20/20360.52%
UNITED MEXICAN STATES 4.000000% 03/15/21150.48%
JAPAN GOVT #36 2% 3/20/420.47%
Eagle Funding LuxCo S.a.r.l.0.45%
Republic of Chile0.45%
UTD KINGDOM GILT GBP REG S 1.25% 07-31-510.44%
International Bank for Reconstruction & Development0.43%

PEFIX (March 31, 2026)

SecurityWeight
Uniform Mortgage-Backed Security, TBA14.97%
FNCL 6 6/2411.45%
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND9.13%
US ULTRA BOND CBT Sep257.71%
FNCL 5 4/263.85%
U.S. Treasury Bills3.27%
FR SD84752.16%
iShares Core S&P 500 ETF1.89%
G2SF 4 4/231.67%
FREDDIE MAC FHR 5575 FC1.53%
G2SF 3.5 4/241.45%
G2SF 5 5/261.30%
REPUBLIC OF PERU SR UNSECURED 144A 08/32 6.151.14%
Government National Mortgage Association1.10%
Uniform Mortgage-Backed Security, TBA0.90%
GSRPM MORTGAGE LOAN TRUST GSRPM 2006 1 M2 144A0.87%
Uniform Mortgage-Backed Security, TBA0.86%
Uniform Mortgage-Backed Security, TBA0.86%
FNCL 4 6/240.80%
FREDDIE MAC FHR 5580 FA0.76%
G2SF 4.5 4/260.75%
Government National Mortgage Association, TBA0.75%
Government National Mortgage Association, TBA0.75%
LETRA TESOURO NACIONAL BILLS 10/26 0.000000.72%
FNCL 5.5 4/260.67%
US TREASURY N/B0.59%
US TREASURY N/B0.58%
TITULOS DE TESORERIA BONDS 01/35 11.750.56%
Keurig Dr Pepper Inc 0% CP 13/04/20260.54%
SBNA AUTO RECEIVABLES TRUST SBAT 2025 SF1 C 144A0.51%
LETRA TESOURO NACIONAL BILLS 07/26 0.000000.46%
FNMA POOL FA1296 FN 08/51 FIXED VAR0.45%
U.S. Treasury Bill0.43%
FNMA POOL FS2937 FN 04/43 FIXED VAR0.37%
REPUBLIC OF SOUTH AFRICA BONDS 03/36 6.250.37%
TITULOS DE TESORERIA BONDS 08/29 110.37%
WAMU MORTGAGE PASS THROUGH CER WAMU 2006 AR13 2A0.35%
GSAA Trust, Series 2006-7, Class AF20.34%
Uniform Mortgage-Backed Security, TBA0.34%
MASTR SPECIALIZED LOAN TRUST MASD 2005 3 M1 144A0.33%
FED HM LN PC POOL RJ0137 FR 12/53 FIXED 50.31%
BONOS DE TESORERIA SR UNSECURED 144A REGS 08/33 70.30%
TITULOS DE TESORERIA BONDS 02/33 13.250.30%
GSAA HOME EQUITY TRUST GSAA 2007 4 A20.30%
Boyce Park Clo Ltd0.30%
LEHMAN XS TRUST LXS 2006 GP4 3A50.29%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 25-124 HF SOFR30A+115 07/20/20550.29%
PALMER SQUARE EUROPEAN LOAN FU PSTET 2024 2A B 144A0.29%
MORGAN STANLEY CAPITAL INC MSAC 2007 HE5 A2B0.29%
WAMU MORTGAGE PASS THROUGH CER WAMU 2006 AR15 2A0.28%

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