Fund comparison · from official SEC filings
ACTIX vs AIHAX: how much do they overlap?
Advisors Capital Tactical Fixed Income Fund and Horizon Active Income Fund
vs
Shared holdings
Company
ACTIX
AIHAX
I
IGIBISHARES 5-10Y INV GRADE CORP
10.03%
18.40%
I
IGLBISHARES 10+ YEAR INV GR CORP
13.58%
11.74%
Only in ACTIX
S
SPHYSS SPDR P HIGH YIELD ETF
19.94%
I
IBDWISHARES IBONDS DEC 2031 CORP
12.48%
U
USIGISHARES BROAD USD INVESTMENT
9.99%
V
VCITVANGUARD INT-TERM CORPORATE
9.92%
V
VRPINVESCO VARIABLE RATE PREFER
9.91%
I
IBDUISHARES IBONDS DEC 2029 TERM
7.44%
I
IBDVISHARES IBONDS DEC 2030 CORP
4.97%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
1.73%
Only in AIHAX
P
PYLDPIMCO MULTISECTOR BOND ACTV
24.08%
B
BNDXVANGUARD TOTAL INTL BOND ETF
10.66%
T
TOTLSS DOUBLELINE TR TACT ETF
8.64%
T
TIPISHARES TIPS BOND ETF
4.85%
P
PMBSPIMCO MBS ACTIVE ETF
4.85%
B
BONDPIMCO ACTIVE BOND EXCHANGE-T
4.82%
J
JMBSJANUS HENDERSON MORTG BACKED
4.81%
T
TLTISHARES 20+ YEAR TREASURY BD
3.81%
F
FGXXXFIRST AM GOVT OBLIG-X
3.33%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.