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SOUAX vs NFIAX

Shared holdings
88
SOUAX covered by NFIAX
22.12%
NFIAX covered by SOUAX
22.12%

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.

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%

NFIAX (Jan. 31, 2026)

SecurityWeight
State Street Navigator Securities Lending Portfolio II6.35%
CITCO FUNDING LLC 2026 TERM LOAN B0.62%
HOLOGIC INC 2026 TERM LOAN B0.59%
UNSEAM TL B 1L USD0.51%
Ensemble RCM LLC Term Loan First Lien0.51%
FRONERI US INC0.51%
WHTCAP TL B 1L USD0.51%
BAUSCH HEALTH TERM B 1LN 10/08/20300.50%
BROPAR TL B4 1L USD0.49%
Verscend Holding Corp., Term Loan B0.48%
SFR TERM B14 1LN 5/31/20310.47%
Chariot Buyer LLC/Term Loan B 07/250.46%
PERCOR TL B 1L USD0.46%
Sedgwick CMS Term Loan B 250 2031-07-010.46%
Bausch & Lomb Corporation, Repriced Term Loan0.46%
T/L ACRISURE LLC REGD 0.000000000.46%
OPELLA TERM B 1LN 04/23/20320.45%
T/L GREAT OUTDOORS GROUP LLC REGD 0.000000000.43%
T/L MILANO ACQUISITION CORP REGD 0.000000000.43%
Level 3 Term Loan B-4 325 2032-03-010.43%
T/L DAYFORCE INC REGD 0.000000000.42%
PROOFPOINT TERM 1LN 08/31/20280.42%
GLOB MED RESPONS 09/11/320.42%
PRXL TL B 1L USD0.41%
HUNTER DOUGLAS TERM B 1LN 1/17/20320.41%
T/L CSC HOLDINGS LLC REGD 0.000000000.41%
William Morris Endeavor Entertainment LLC, Term Loan C0.41%
NORD ANGLIA EDUCATION TERM B 1LN 01/09/20320.40%
ALLIANT INSURANCE 7/25 COV-LITE TLB 9/19/20310.39%
PetSmart Term Loan B 400 2032-08-020.39%
MEDRSK TL 1L USD0.38%
FAIRBANKS MORSE DEFENSE0.38%
T/L KAMAN CORPORATION REGD 0.000000000.38%
TRAVERSE MIDSTREAM TERM B 1LN 02/16/20280.38%
PING TL 1L USD0.38%
FREEPORT LNG INVESTMENTS LLLP 2026 TERM LOAN B0.38%
Trident TPI Holdings, Inc./Term Loan 10/240.37%
Imperial Dade Term Loan B 325 2030-12-010.37%
T/L AAL DELAWARE HOLDCO INC REGD 0.000000000.37%
T/L BOOTS GROUP BIDCO LIMITED THE REGD 0.000000000.36%
Surf Holdings, LLC, Incremental Term Loan0.36%
Mavis Tire Express Services TopCo, L.P., First Lien Term Loan0.36%
NIELSEN HOLDINGS LTD0.36%
ANTISS TL B 1L USD0.36%
PROPULSION BC FINCO SARL TERM LOAN0.36%
Weber-Stephen Products LLC, Term Loan B0.36%
VRTV TL B 1L USD0.36%
TECTA AMERICA CORP 2025 TERM LOAN B0.36%
LSF12 HELIX PARENT LLC TERM LOAN0.36%
Pregis TopCo LLC/Term Loan 5/250.35%

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