Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

AFPIX vs RIMHX

Shared holdings
7
AFPIX covered by RIMHX
15.97%
RIMHX covered by AFPIX
15.97%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFPIX (June 30, 2025)

SecurityWeight
Federated Inst'l Prime Obligations Fund11.96%
HUNTINGTON INGALLS INDUSTRIES INC5.08%
Barrick Gold Corp.4.51%
NEWMONT CORP4.40%
BROADCOM INC4.31%
JACKSON FINANCIAL INC4.20%
AGNICO EAGLE MINES LTD4.05%
PHILIP MORRIS INTL INC3.99%
Himax Technologies Inc. SPONSORED ADR3.44%
BLACKSTONE GROUP L P COM UNIT RE3.29%
PUB SERV ENTERP3.07%
PEABODY ENERGY CORP2.84%
DUKE ENERGY CORP NEW2.77%
FIFTH THIRD BANCORP2.77%
META PLATFORMS INC CL A2.76%
ORACLE CORP2.59%
RTX CORP2.55%
METLIFE INC2.53%
EQUITY RESIDENTIAL REIT2.44%
BANK OF AMERICA CORPORATION2.38%
KIMBERLY CLARK CORP2.30%
DOMINION ENERGY INC2.25%
EQUINIX INC2.23%
STATE STREET CORP2.19%
HERCULES CAPITAL INC2.06%
Seagate Technology Holdings plc2.06%
BAKER HUGHES CO2.04%
AVALONBAY COMMUNITIES INC REIT1.99%
VENTAS INC REIT1.99%
FIDELITY NATL INFORM SVCS INC1.79%
TJX COS INC1.69%
PACKAGING CORP OF AMERICA1.46%

RIMHX (March 31, 2025)

SecurityWeight
WILLIAMS COS INC3.88%
ALTRIA GROUP INC3.65%
ENTERGY CORP3.64%
AT&T INC3.43%
INTL PAPER CO3.30%
PHILIP MORRIS INTL INC3.02%
AMERICAN ELECTRIC POWER CO INC2.96%
DUKE ENERGY CORP NEW2.86%
CITIZENS FINANCIAL GROUP INC2.79%
REGIONS FINANCIAL CORP2.63%
NISOURCE INC2.60%
FIFTH THIRD BANCORP2.59%
CHEVRON CORP2.58%
VERIZON COMMUNICATIONS INC2.47%
WEC ENERGY GROUP INC2.44%
CINCINNATI FINANCIAL CORP2.43%
INTL BUS MACH CORP2.35%
PUB SERV ENTERP2.32%
COCA-COLA CO/THE2.32%
METLIFE INC2.29%
US BANCORP DEL2.21%
FIRSTENERGY CORP2.19%
CITIGROUP INC2.18%
DTE ENERGY CO2.12%
XCEL ENERGY INC2.10%
DOMINION ENERGY INC1.97%
FIDELITY NATIONAL FINL INC1.96%
TRUIST FINL CORP1.88%
ABBVIE INC1.86%
LYONDELLBASELL-A1.58%
UNUM GROUP1.58%
SEMPRA ENERGY1.51%
EVERSOURCE ENERGY1.44%
GENERAL MILLS INC1.43%
INTERPUBLIC GRP1.36%
FORD MOTOR CO1.26%
PFIZER INC1.21%
ONEMAIN HOLDINGS INC1.08%
WATSCO INC1.08%
BROOKFIELD ASSET MANAGEMENT LTD A1.05%
KIMBERLY CLARK CORP1.01%
H&R BLOCK INC1.00%
LAZARD INC CL A0.99%
HP INC0.98%
GENUINE PARTS CO0.97%
LOCKHEED MARTIN CORP0.95%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)0.95%
PRINCIPAL FINL GROUP INC0.92%
SONOCO PRODUCTS CO0.90%
SEAGATE TECHNOLO0.89%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.