Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Morningstar Defensive Bond Fund Morningstar Funds Trust · 6 lines · as of Apr 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Morningstar Defensive Bond Fund |
|---|---|
| Schwab Short-Term U.S. Treasury ETF | 36.70 % |
| iShares Ultra Short Duration B | 11.81 % |
| Vanguard Malvern Funds | 5.01 % |
| PHI Group Inc/DE | 1.28 % |
| Copper Property CTL Pass Through Trust | 0.27 % |
| Uniti Group Inc | 0.04 % |
1 funds, 6 lines read.