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VMAFX vs SOUAX

Shared holdings
47
VMAFX covered by SOUAX
17.87%
SOUAX covered by VMAFX
17.87%

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.

VMAFX (March 31, 2026)

SecurityWeight
INVESCO SENIOR LOAN ETF MUTUAL FUND3.09%
CHTR TL B5 1L USD2.44%
Quikrete Holdings, Inc., Term Loan B-12.30%
NORTHLAND/MEGA B 11/12/271.92%
BRKMAN TL B 1L USD1.72%
Froneri US Inc2024 USD Term Loan B41.58%
COGECO COMMUNICATIONS USA II LP1.55%
Ineos US Finance LLC 2023 USD Term Loan B1.55%
Triton Water Holdings, Inc., Term Loan B1.53%
DTV TL 1L USD1.48%
Mozart Debt Merger Sub Inc. (Medline Industries), Term Loan1.42%
Phoenix Guarantor Inc, Term Loan B1.41%
Gates Global LLC, Term Loan B51.37%
Cincinnati Bell, Inc., Term Loan B41.36%
ROAD TL B 1L USD1.36%
McDermott International/Lummus 7/25 Cov-Lite TLB1.29%
Simon & Schuster 7/25 10/30/20301.27%
LSFCRO TL B 1L USD1.26%
MADISON IAQ LLC TERM LOAN1.22%
SFR TERM B14 1LN 5/31/20311.22%
Ultimate Software Group, Inc., First Lien Term Loan1.19%
WESTINGHOUSE TERM B 1LN 01/27/20311.18%
Signature Aviation Term Loan B 275 2028-04-061.13%
UFC Holdings, LLC, Term Loan1.12%
CITSEC TL B 1L USD1.11%
Belron Finance 2019 LLC, First Lien, CME Term Loan, B1.05%
T/L ACRISURE LLC REGD 0.000000001.04%
LGHTGN TL B 1L USD1.03%
T/L DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC REGD 0.000000000.99%
CLARIOS TERM B 1LN 05/06/20300.99%
T/L CMG MEDIA CORPORATION REGD 0.000000000.98%
CTAC TL B 1L USD0.97%
TL B 1L USD0.95%
FTDR TL B 1L USD0.90%
AMWINS TERM B 1LN 01/30/20320.89%
AL GCX Fund VIII Holdings LLC Term Loan B0.89%
GENESYS TERM B 1LN 01/30/20320.86%
Peer Holding III BV 2025 USD Term Loan B4B0.86%
T/L NEXSTAR MEDIA INC REGD 0.000000000.83%
HBR FGHT TOOLS U 06/05/310.81%
PRSESE TL B1 1L USD0.80%
GRIFOLS WORLDWIDE OPERATIONS U USD 2019 TERM LOAN B0.78%
TK Elevator US Newco Inc2025 USD Term Loan B0.77%
RGCARE TL B 1L USD0.77%
TRANSDIGM TERM K 1LN 03/22/20300.76%
WHITWM TL B 1L USD0.74%
MX Holdings US, Inc., First Lien, Senior USD Term Loan, B0.74%
LTH TL B 1L USD0.74%
GRAY TELEVISION TERM D 1LN 12/01/20280.71%
WhiteWater DBR Term Loan B 225 2031-03-010.70%

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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