Fund comparison · from official SEC filings
ACTIX vs LDRC: how much do they overlap?
Advisors Capital Tactical Fixed Income Fund and iShares iBonds 1-5 Year Corporate Ladder ETF
vs
Shared holdings
Company
ACTIX
LDRC
I
IBDUISHARES IBONDS DEC 2029 TERM
7.44%
19.96%
I
IBDVISHARES IBONDS DEC 2030 CORP
4.97%
19.94%
Only in ACTIX
S
SPHYSS SPDR P HIGH YIELD ETF
19.94%
I
IGLBISHARES 10+ YEAR INV GR CORP
13.58%
I
IBDWISHARES IBONDS DEC 2031 CORP
12.48%
I
IGIBISHARES 5-10Y INV GRADE CORP
10.03%
U
USIGISHARES BROAD USD INVESTMENT
9.99%
V
VCITVANGUARD INT-TERM CORPORATE
9.92%
V
VRPINVESCO VARIABLE RATE PREFER
9.91%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
1.73%
Only in LDRC
I
IBDRISHARES IBONDS DEC 2026 TERM
20.03%
I
IBDSISHRS IBNDS DEC 27 CORP ETF
20.01%
I
IBDTISHARES IBONDS DEC 2028 ETF
19.94%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.12%
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0% overlap
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.