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YYY vs MDFIX

Shared holdings
4
YYY covered by MDFIX
10.52%
MDFIX covered by YYY
10.52%

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%

MDFIX (March 31, 2026)

SecurityWeight
MONEYMKT31.58%
PIMCO CA MU INC9.53%
PIMCO-NY MUN II8.00%
FS Credit Opportunities Corporation USD Class3.94%
CLOSED-E3.82%
FS Specialty Lending Fund3.78%
Western Asset Inflation-Linked Opportunities & Income Fund3.67%
Invesco Senior Income Trust3.64%
Nuveen Floating Rate Income Fund COM3.55%
Blackstone Long-Short Credit Income Fund3.50%
CLOSED-E3.49%
CLOSED-E3.28%
NUVEEN CREDIT STRAT INC F2.89%
NEUBERGER MUNICIPAL FUND INC2.60%
FH-PREM MUNI INC2.43%
CLOSED-E2.11%
CLOSED-E1.54%
BLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC1.29%
RVRNRT-FLX MUNI21.17%
Western Asset Inflation-Linked Income Fund0.81%
NVN-PA QUAL MUNI0.78%
MFS INVT GRADE MUN TR SH BEN INT0.72%
MFS HIGH YIELD MUN TR SH BEN INT0.68%
MFS-HI INC MUNI0.51%
MFS-MUNI INC0.28%
Eaton Vance Senior Income Trust0.26%
Eaton Vance Floating Rate Income Trust COM0.08%
Western Asset Intermediate Muni Fund, Inc.0.06%

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