As of the latest SEC filings, COREVEST AMCR FIN TR 2020-2 (CAFL) is held by 88 institutional funds. The largest fund shareholder is Loomis Sayles Investment Grade Bond Fund (LSIIX), holding an estimated $30,485,268.24 in market value, representing 0.18% of its portfolio.
Funds holding COREVEST AMCR FIN TR 2020-2 (CAFL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CAFL
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.18% | $30,485,268.24 | 30,520,000 | Mar 31, 2026 | May 29, 2026 |
|
DHEAX
DIAMOND HILL SHORT DURATION SECURITIZED BOND
|
MF | Independent / Boutique | 0.45% | $23,148,626.85 | 23,175,000 | Mar 31, 2026 | Jun 1, 2026 |
|
OGLVX
JPMorgan Short Duration Bond Fund
|
MF | JPMorgan | 0.16% | $19,709,597.70 | 19,500,000 | Feb 28, 2026 | Apr 29, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.04% | $16,520,077.15 | 16,560,000 | Mar 31, 2026 | May 22, 2026 |
|
JSDHX
JPMorgan Short Duration Core Plus Fund
|
MF | JPMorgan | 0.16% | $11,118,234.60 | 11,000,000 | Feb 28, 2026 | Apr 29, 2026 |
|
BBTBX
Bridge Builder Core Bond Fund
|
MF | Independent / Boutique | 0.04% | $10,728,074.26 | 10,754,000 | Mar 31, 2026 | May 22, 2026 |
|
DHRIX
DIAMOND HILL CORE BOND FUND
|
MF | Independent / Boutique | 0.30% | $9,614,046.75 | 9,625,000 | Mar 31, 2026 | Jun 1, 2026 |
|
LSBNX
Loomis Sayles Income Fund
|
MF | Independent / Boutique | 0.18% | $7,696,231.71 | 7,705,000 | Mar 31, 2026 | May 29, 2026 |
|
-
JPMorgan Core Bond Trust
|
ETF | JPMorgan | 0.16% | $7,247,067.46 | 7,170,000 | Feb 28, 2026 | Apr 29, 2026 |
|
BBTBX
Bridge Builder Core Bond Fund
|
MF | Independent / Boutique | 0.02% | $5,490,969.40 | 5,862,000 | Mar 31, 2026 | May 22, 2026 |
|
EVMO
Eaton Vance Mortgage Opportunities ETF
|
ETF | Morgan Stanley | 0.58% | $5,000,446.00 | 5,000,000 | Mar 31, 2026 | May 27, 2026 |
|
NECZX
Loomis Sayles Strategic Income Fund
|
MF | Independent / Boutique | 0.18% | $4,799,531.91 | 4,805,000 | Mar 31, 2026 | May 29, 2026 |
|
NECZX
Loomis Sayles Strategic Income Fund
|
MF | Independent / Boutique | 0.18% | $4,702,913.22 | 5,350,000 | Mar 31, 2026 | May 29, 2026 |
|
TSDOX
Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund
|
MF | Independent / Boutique | 0.46% | $4,668,051.10 | 4,750,000 | Mar 31, 2026 | May 29, 2026 |
|
JBND
JPMorgan Active Bond ETF
|
ETF | JPMorgan | 0.07% | $4,649,443.56 | 4,600,000 | Feb 28, 2026 | Apr 29, 2026 |
|
LSBNX
Loomis Sayles Income Fund
|
MF | Independent / Boutique | 0.06% | $2,418,144.89 | 2,715,000 | Mar 31, 2026 | May 29, 2026 |
|
OWSCX
1WS Credit Income Fund
|
CEF | Independent / Boutique | 0.27% | $2,278,377.95 | 2,266,366 | Apr 30, 2026 | Jun 26, 2026 |
|
LSBNX
Loomis Sayles Income Fund
|
MF | Independent / Boutique | 0.05% | $2,049,205.40 | 2,280,000 | Mar 31, 2026 | May 29, 2026 |
|
LASYX
Loomis Sayles Strategic Alpha Fund
|
MF | Independent / Boutique | 0.18% | $1,947,780.90 | 1,950,000 | Mar 31, 2026 | May 29, 2026 |
|
JSCP
JPMorgan Short Duration Core Plus ETF
|
ETF | JPMorgan | 0.13% | $1,718,272.62 | 1,700,000 | Feb 28, 2026 | Apr 29, 2026 |
|
JCBPX
JPMorgan Core Bond Fund
|
MF | JPMorgan | 0.00% | $1,700,255.40 | 1,703,433 | Feb 28, 2026 | Apr 29, 2026 |
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.01% | $1,680,707.94 | 1,870,000 | Mar 31, 2026 | May 29, 2026 |
|
TUSI
Touchstone ETF Trust-Touchstone Ultra Short Income ETF
|
ETF | Independent / Boutique | 0.40% | $1,636,274.75 | 1,665,000 | Mar 31, 2026 | May 29, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.00% | $1,465,002.11 | 1,630,000 | Mar 31, 2026 | May 22, 2026 |
|
-
Diversified Bond Portfolio
|
ETF | Independent / Boutique | 0.11% | $1,439,084.79 | 1,430,000 | Mar 31, 2026 | May 27, 2026 |
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