Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CMALX vs CDGCX
Shared holdings
7
CMALX covered by CDGCX
14.04%
CDGCX covered by CMALX
14.04%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CMALX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| KINDER MORGAN INC | 4.03% | |
| MONEY MARKET FUND | 3.89% | |
| SCHW V4 PERP I | 3.80% | |
| Southern Co. (The), Series 2020, Pfd. | 3.22% | |
| WILLIAMS COS INC | 3.14% | |
| Bank of America Corp., Series TT | 3.08% | |
| AMER ELEC PWR | 3.05% | |
| Wells Fargo & Co., Series L, Conv. Pfd. | 3.04% | |
| AGNC Investment Corp., Series G, Pfd. | 2.97% | |
| Two Harbors Investment Corp., Series B, Pfd. | 2.62% | |
| ABBVIE INC | 2.61% | |
| WP CAREY INC | 2.60% | |
| AMERICAN ELECTRIC POWER CO INC | 2.58% | |
| Armada Hoffler Properties, Inc. 6.750% Preferred | 2.50% | |
| Truist Financial Corp., Series N | 2.46% | |
| KINETIK HOLDINGS INC | 2.43% | |
| CHEVRON CORP | 2.43% | |
| CROWN CASTLE INC | 2.41% | |
| AXP 3.55 PERP | 2.25% | |
| BLACK HILLS CORP | 2.22% | |
| UNITED PARCEL SERVICE INC CL B | 2.22% | |
| DOMINION ENERGY INC | 2.13% | |
| DUKE ENERGY CORP NEW | 2.10% | |
| LAMAR ADVERTISING CO CL A | 2.03% | |
| JPMorgan Chase & Co., Series OO | 2.02% | |
| HEALTHPEAK PROPERTIES INC | 1.99% | |
| PFIZER INC | 1.99% | |
| CROWN CASTLE INC | 1.97% | |
| OMNICOM GROUP INC | 1.96% | |
| HUNTINGTON BANCSHARES INC | 1.95% | |
| FOUR CORNERS PRO | 1.94% | |
| DIGITAL RLTY TR INC SER L 5.2% PERP PFD | 1.81% | |
| Invesco Mortgage Capital, Inc. | 1.76% | |
| ONEOK INC | 1.76% | |
| EVERSOURCE ENERG | 1.54% | |
| PNC FINANCIAL SERVICES GRP INC | 1.52% | |
| SPONSORED ADR | 1.51% | |
| CUBESMART | 1.49% | |
| UMH Properties, Inc., 6.375%, Series D | 1.43% | |
| PHILIP MORRIS INTL INC | 1.43% | |
| PRUDENTL FINL | 1.41% | |
| VORNADO REALTY TRUST SER M 5.25% PFD PERP | 1.09% | |
| Annaly Capital Management, Inc., Series F, Pfd. | 1.02% | |
| FIRST HAWAIIAN INC | 0.85% | |
| M&T Bank Corp., Series J, Pfd. | 0.83% | |
| MID AMERICA APT CMNTY INC | 0.71% | |
| Bank of America Corp., Series KK, Pfd. | 0.12% | |
| SEMPRA PREFERRED STOCK 07/79 5.75 | 0.10% |
CDGCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 5.93% | |
| AMERICAN EXPRESS CO | 5.26% | |
| JOHNSON CONTROLS | 4.97% | |
| AstraZeneca PLC ORD USD0.25 | 4.33% | |
| ABBVIE INC | 4.01% | |
| PHILIP MORRIS INTL INC | 3.99% | |
| TE CONNECTIVITY | 3.67% | |
| JOHNSON&JOHNSON | 3.49% | |
| COCA-COLA CO/THE | 3.45% | |
| MONEY MARKET FUND | 3.14% | |
| MEDTRONIC PLC | 3.04% | |
| BLACKROCK INC | 2.87% | |
| TEXAS INSTRUMENTS INC | 2.85% | |
| RTX CORP | 2.71% | |
| VISA INC-CLASS A | 2.68% | |
| HOME DEPOT INC | 2.55% | |
| SCHWAB CHARLES CORP | 2.48% | |
| S&P GLOBAL INC | 2.46% | |
| WEC ENERGY GROUP INC | 2.44% | |
| WILLIS TOWERS WA | 2.42% | |
| QUEST DIAGNOSTICS INC | 2.41% | |
| CSX CORP | 2.16% | |
| UNITED PARCEL SERVICE INC CL B | 2.07% | |
| PROCTER & GAMBLE | 2.00% | |
| OMNICOM GROUP INC | 1.96% | |
| ACCENTURE PLC-A | 1.88% | |
| PNC FINANCIAL SERVICES GRP INC | 1.83% | |
| HONEYWELL INTL INC | 1.77% | |
| GENUINE PARTS CO | 1.75% | |
| MARSH & MCLENNAN | 1.72% | |
| INTERCONTINENTAL EXCHANGE INC | 1.71% | |
| MONDELEZ INTL INC | 1.60% | |
| CFD_EQS GOLDUS33 2256908 | 1.55% | |
| ROSS STORES INC | 1.52% | |
| AMERICAN ELECTRIC POWER CO INC | 1.31% | |
| SAP SE | 1.20% | |
| PAYCHEX INC | 1.13% | |
| JPMORGAN CHASE and CO | 1.03% | |
| STRYKER CORP | 0.63% |
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