Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CSMFX vs IWR
Shared holdings
106
CSMFX covered by IWR
21.45%
IWR covered by CSMFX
21.45%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CSMFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| VIPER ENERGY INC A | 2.18% | |
| CENOVUS ENERGY INC | 1.93% | |
| FTAI AVIATION LTD | 1.88% | |
| WEC ENERGY GROUP INC | 1.80% | |
| ATI INC | 1.76% | |
| CASEY'S GENERAL | 1.75% | |
| QUANTA SVCS INC | 1.69% | |
| CENTERPOINT ENERGY INC | 1.65% | |
| ATMOS ENERGY CORP | 1.62% | |
| AGREE REALTY CORP | 1.60% | |
| MARATHON PETROLEUM CORP | 1.54% | |
| AGILENT TECHNOLOGIES INC | 1.52% | |
| JBS NV, Class A | 1.48% | |
| EQT CORPORATION | 1.43% | |
| MURPHY USA INC | 1.42% | |
| CITIZENS FINANCIAL GROUP INC | 1.42% | |
| HUNTINGTON BANCSHARES INC | 1.39% | |
| STAG INDUSTRIAL INC CL A | 1.36% | |
| EVERGY INC | 1.28% | |
| CLOUDFLARE INC-A | 1.28% | |
| QNITY ELECTRONICS INC | 1.24% | |
| BRUNSWICK CORP | 1.23% | |
| FIRST HORIZON CORP | 1.18% | |
| HERSHEY CO/THE | 1.14% | |
| CIENA CORP | 1.14% | |
| TERADYNE INC | 1.13% | |
| OSHKOSH CORP | 1.11% | |
| COUPANG INC A | 1.09% | |
| ROSS STORES INC | 1.05% | |
| GE HEALTHCARE TECHNOLOGIES INC WI | 1.04% | |
| CBOE GLOBAL MARKETS INC | 1.03% | |
| DELTA AIR LI | 1.02% | |
| CENCORA INC | 1.00% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.97% | |
| TEXTRON INC | 0.95% | |
| QUEST DIAGNOSTICS INC | 0.94% | |
| MARTIN MAR MTLS | 0.92% | |
| CUMMINS INC | 0.90% | |
| CELESTICA INC SUB VTG | 0.90% | |
| APTIV PLC | 0.90% | |
| MOSAIC CO/THE | 0.89% | |
| TKO GROUP HOLDINGS INC | 0.89% | |
| FRESHPET INC | 0.88% | |
| ZIMMER BIOMET HO | 0.88% | |
| HENRY SCHEIN INC | 0.87% | |
| L3HARRIS TECHNOLOGIES INC | 0.87% | |
| ENCOMPASS HEALTH CORP | 0.85% | |
| UNITED RENTALS INC | 0.84% | |
| LIVE NATION ENTERTAINMENT INC | 0.82% | |
| WILLIS TOWERS WATSON PLC | 0.81% |
IWR (March 31, 2026)
| Security | Weight | |
|---|---|---|
| BlackRock Cash Funds: Institutional, SL Agency Shares | 2.90% | |
| CORNING INC | 0.82% | |
| VERTIV HOLDINGS CO | 0.73% | |
| HOWMET AEROSPACE INC | 0.71% | |
| WESTERN DIGITAL CORP | 0.71% | |
| SANDISK CORPORATION | 0.70% | |
| BANK OF NEW YORK MELLON CORP | 0.63% | |
| QUANTA SVCS INC | 0.62% | |
| VALERO ENERGY CORP | 0.58% | |
| CUMMINS INC | 0.57% | |
| MARATHON PETROLEUM CORP | 0.57% | |
| PHILLIPS 66 | 0.57% | |
| ROYAL CARIBBEAN CRUISES LTD | 0.54% | |
| HILTON WORLDWIDE HOLDINGS INC | 0.53% | |
| ROSS STORES INC | 0.53% | |
| KINDER MORGAN INC | 0.50% | |
| CLOUDFLARE INC-A | 0.50% | |
| L3HARRIS TECHNOLOGIES INC | 0.50% | |
| WARNER BROS DISCOVERY INC | 0.49% | |
| DIGITAL REALTY TRUST INC | 0.48% | |
| BAKER HUGHES CO | 0.47% | |
| CHENIERE ENERGY INC | 0.47% | |
| SIMON PROPERTY | 0.47% | |
| CENCORA INC | 0.44% | |
| CORTEVA INC | 0.44% | |
| ONEOK INC | 0.44% | |
| REALTY INCOME CORP REIT | 0.43% | |
| CIENA CORP | 0.42% | |
| ALLSTATE CORPORATION | 0.42% | |
| FASTENAL CO | 0.41% | |
| TARGA RESOURCES CORP | 0.41% | |
| ROBINHOOD MARKETS INC | 0.40% | |
| ELECTRONIC ARTS INC | 0.39% | |
| VISTRA CORP | 0.39% | |
| MONOLITHIC POWER SYS INC | 0.39% | |
| CARDINAL HEALTH INC | 0.39% | |
| ENTERGY CORP | 0.39% | |
| EXELON CORP | 0.38% | |
| LUMENTUM HOLDINGS INC | 0.38% | |
| AMETEK INC NEW | 0.38% | |
| ANGLOGOLD ASHANTI PLC | 0.38% | |
| KEYSIGHT TECHNOLOGIES INC | 0.37% | |
| COMFORT SYSTEMS USA INC | 0.37% | |
| WW GRAINGER INC | 0.37% | |
| XCEL ENERGY INC | 0.36% | |
| TERADYNE INC | 0.36% | |
| UNITED RENTALS INC | 0.36% | |
| OCCIDENTAL PETROLEUM CORP | 0.35% | |
| FORD MOTOR CO | 0.35% | |
| IDEXX LABS INC | 0.34% |
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