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USPFX vs RYLDX

Shared holdings
12
USPFX covered by RYLDX
33.70%
RYLDX covered by USPFX
33.70%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

USPFX (March 31, 2026)

SecurityWeight
APPLE INC7.74%
JPMORGAN CHASE and CO7.67%
MICROSOFT CORP7.07%
META PLATFORMS INC CL A7.03%
GOLDMAN SACHS GROUP INC5.60%
DOLLAR TREE INC5.48%
FEDEX CORP5.38%
JOHNSON&JOHNSON4.42%
EXXON MOBIL CORP4.19%
BOEING CO/THE3.53%
UNITEDHEALTH GRP3.39%
PG&E CORP3.38%
BANK OF AMERICA CORPORATION3.19%
SLB LTD3.18%
NIKE INC CL B3.15%
STARBUCKS CORP3.08%
WALT DISNEY CO/T3.01%
SIMON PROPERTY2.95%
CHEVRON CORP2.89%
MERCK & CO2.87%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT2.51%
HOME DEPOT INC2.36%
MONEYMKT2.13%
LVMH MOET HENNESSY-UNSP ADR Sponsored ADR2.05%
TARGET CORP1.76%

RYLDX (March 31, 2026)

SecurityWeight
GOLDMAN SACHS GROUP INC10.33%
CATERPILLAR INC8.65%
ZAR/USD FORWARD4.69%
MICROSOFT CORP4.52%
AMGEN INC4.29%
HOME DEPOT INC4.01%
SHERWIN WILLIAMS CO3.91%
MCDONALDS CORP3.79%
AMERICAN EXPRESS CO3.69%
VISA INC-CLASS A3.69%
JPMORGAN CHASE and CO3.59%
TRAVELERS COS IN3.56%
UNITEDHEALTH GRP3.30%
APPLE INC3.10%
JOHNSON&JOHNSON2.98%
INTL BUS MACH CORP2.96%
HONEYWELL INTL INC2.76%
AMAZON.COM INC2.54%
CHEVRON CORP2.53%
ZAR/USD FORWARD2.51%
BOEING CO/THE2.43%
SALESFORCE INC2.28%
NVIDIA CORP2.13%
3M CO1.77%
PROCTER & GAMBLE1.76%
WALMART INC1.52%
MERCK & CO1.47%
WALT DISNEY CO/T1.18%
CISCO SYSTEMS INC0.95%
COCA-COLA CO/THE0.93%
Short-Term Investment0.81%
NIKE INC CL B0.64%
VERIZON COMMUNICATIONS INC0.61%
ZSCALER INC0.11%

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