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YYY vs CEFS

Shared holdings
10
YYY covered by CEFS
10.64%
CEFS covered by YYY
10.64%

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.

YYY (March 31, 2026)

SecurityWeight
Tortoise Energy Infrastructure Corp4.04%
Royce Value Trust, Inc.3.31%
Blackrock Capital Allocation Trust3.29%
abrdn Total Dynamic Dividend Fund3.28%
DOUBLELINE INCOME SOLUTIONS MUTUAL FUND3.28%
Nuveen Floating Rate Income Fund COM3.14%
ABRDN-HEALTH INV3.07%
BLKR-ESG CAP ALL2.97%
NUVEEN CREDIT STRAT INC F2.93%
Western Asset Diversified Income Fund2.85%
PIMCO Access Income Fund2.73%
CBRE Global Real Estate Income Fund USD Class2.71%
abrdn Income Credit Strategies Fund2.62%
FS Specialty Lending Fund2.46%
BlackRock Debt Strategies Fund, Inc.2.44%
abrdn Asia-Pacific Income Fund, Inc.2.43%
Invesco Senior Income Trust2.03%
abrdn Life Sciences Investors1.97%
India Fund Inc/The1.89%
KKR INCOME OPPORTUNITIES FUND1.84%
BlackRock Floating Rate Income Strategies Fund, Inc.1.60%
Saba Capital Income & Opportunities Fund1.47%
Western Asset High Income Fund II, Inc.1.47%
ClearBridge Energy Midstream Opportunity Fund, Inc.1.41%
Nuveen Real Asset Income and Growth Fund1.39%
KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND1.38%
Blackrock Floating Rate Income Trust COM1.31%
COHEN & STEERS QUALITY INCOME REALTY FUND, INC.1.28%
NYLI CBRE Global Infrastructure Megatrends Term Fund COM1.24%
RiverNorth Opportunities Fund, Inc.1.24%
Nuveen Core Plus Impact Fund1.20%
First Trust High Yield Opportunities 2027 Term Fund1.17%
BROOKFIELD REAL ASSETS INCOME FUND INC1.15%
BLACKROCK MULTI SECTOR INCOME TRUST1.15%
DOUBLELINE YIELD OPPORTUNITIES FUND1.15%
PGIM Global High Yield Fund, Inc.1.13%
BlackRock Corporate High Yield Fund, Inc.1.13%
abrdn Healthcare Opportunities Fund1.13%
abrdn World Healthcare Fund1.12%
VRTS-DVD INT PRM1.12%
WESTERN ASSET EMERGING MARKETS DEBT FUND INC1.12%
Advent Convertible and Income Fund1.10%
abrdn Global Dynamic Dividend Fund1.10%
CLOSED-E1.07%
BLACKROCK HEALTH SCIENCES TERM TRUST1.07%
Liberty All-Star Equity Fund USD Class1.04%
First Trust Senior Floating Rate Income Fund II1.02%
FRST AM-GV OB-X1.02%
NVN-M/A INC1.00%
NEUBERGER NEXT GENERATION CONNECTIVITY FUND INC1.00%

CEFS (Feb. 28, 2026)

SecurityWeight
ASA Gold and Precious Metals, Ltd.12.50%
BBH SWEEP VEHICLE10.88%
BLKR-SCI & TECH9.45%
BLKR-ESG CAP ALL7.54%
VRTS-DVD INT PRM6.74%
GABELLI DVD&INC4.12%
General American Investors Company, Inc.3.43%
PIMCO-DYN INC ST3.12%
NEUBERGER NEXT GENERATION CONNECTIVITY FUND INC2.67%
NEUBERGER ENERGY INFRASTUCTUR AND INCOME FUND INC2.66%
OXLC US Closed-End Fund2.56%
TRI-CONTL CORP2.20%
NYLI CBRE Global Infrastructure Megatrends Term Fund COM1.99%
Royce Micro-Cap Trust, Inc.1.75%
Virtus Equity & Convertible Income Fund1.63%
CLOSED-E1.62%
NOMURA-JPN S/C1.57%
BLKR-EN GL DVD1.44%
CLOSED-E1.41%
Mexico Fund Inc/The1.38%
New Germany Fund, Inc. (The)1.37%
NVN-D30 DYM O/W1.33%
BNYM-MUN BD INFR1.20%
HIGHL-OPP & INC1.19%
KOREA FUND INC THE0.96%
Virtus Artificial Intelligence & Technology Opportunities Fund0.94%
Virtus Convertible & Income Fund0.90%
abrdn Life Sciences Investors0.81%
Virtus Convertible & Income Fund II0.77%
Virtus Total Return Fund, Inc.0.73%
GABELLI-HLTH&WEL0.70%
Saba Capital Income & Opportunity Fund II0.65%
Voya Asia Pacific High Dividend Equity Income Fund0.64%
Destra Multi-Alternative Fund0.61%
BNYM-STR MUNI0.60%
Ellsworth Growth and Income Fund, Ltd.0.58%
RVRNRT-FLX MUNI20.55%
NVN-PA QUAL MUNI0.47%
Taiwan Fund Inc/The/MD0.40%
MS-INDIA INVEST0.38%
Western Asset Inflation-Linked Opportunities & Income Fund0.33%
CLOUGH-GL OPP0.32%
VOYA-EM HI DV EQ0.29%
High Income Securities Fund0.29%
ALLIANCE-NTL MUN0.27%
Adams Natural Resources Fund, Inc.0.24%
JOHN HNCK DIV IN0.24%
PIMCO CA MU INC0.22%
TEMPLETON DRAGON FUND INC0.22%
Morgan Stanley China A Share Fund Inc0.20%

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