Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CMALX vs CDL
Shared holdings
15
CMALX covered by CDL
16.27%
CDL covered by CMALX
16.27%
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% |
CDL (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRSTENERGY CORP | 1.79% | |
| DUKE ENERGY CORP NEW | 1.77% | |
| WEC ENERGY GROUP INC | 1.75% | |
| ALLIANT ENERGY CORPORATION | 1.66% | |
| CMS ENERGY CORP | 1.66% | |
| EVERGY INC | 1.64% | |
| DTE ENERGY CO | 1.62% | |
| SOUTHERN CO | 1.57% | |
| CONSOLIDATED EDISON INC | 1.50% | |
| PPL CORPORATION | 1.46% | |
| COCA-COLA CO/THE | 1.45% | |
| AMERICAN ELECTRIC POWER CO INC | 1.38% | |
| EXELON CORP | 1.37% | |
| CHEVRON CORP | 1.34% | |
| XCEL ENERGY INC | 1.31% | |
| DOMINION ENERGY INC | 1.29% | |
| PUB SERV ENTERP | 1.27% | |
| PROCTER & GAMBLE | 1.27% | |
| C N A FINANCIAL CORP | 1.25% | |
| KINDER MORGAN INC | 1.24% | |
| EXXON MOBIL CORP | 1.23% | |
| AT&T INC | 1.22% | |
| MEDTRONIC PLC | 1.17% | |
| EOG RESOURCES INC | 1.17% | |
| AUTOMATIC DATA PROCESSING INC | 1.11% | |
| TYSON FOODS INC CL A | 1.11% | |
| PNC FINANCIAL SERVICES GRP INC | 1.10% | |
| PRUDENTL FINL | 1.08% | |
| ALTRIA GROUP INC | 1.08% | |
| ONEOK INC | 1.07% | |
| M&T BANK CORP | 1.06% | |
| PRINCIPAL FINL GROUP INC | 1.05% | |
| PHILLIPS 66 | 1.04% | |
| MONDELEZ INTL INC | 1.04% | |
| US BANCORP DEL | 1.03% | |
| VERIZON COMMUNICATIONS INC | 1.03% | |
| WILLIAMS COS INC | 1.03% | |
| METLIFE INC | 1.02% | |
| CONOCOPHILLIPS | 1.02% | |
| TRUIST FINL CORP | 1.01% | |
| PEPSICO INC | 1.00% | |
| EVEREST RE GROUP | 0.99% | |
| ARCHER DANIELS MIDLAND CO | 0.98% | |
| PFIZER INC | 0.97% | |
| HOME DEPOT INC | 0.97% | |
| PAYCHEX INC | 0.96% | |
| STATE STREET CORP | 0.96% | |
| COMCAST CORP CL A | 0.96% | |
| PROGRESSIVE CORP OHIO | 0.96% | |
| KEYCORP | 0.95% |
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