Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FSMCX vs TSMDX
Shared holdings
11
FSMCX covered by TSMDX
15.14%
TSMDX covered by FSMCX
15.14%
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.
FSMCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| BURLINGTON STORES INC | 3.16% | |
| IDACORP INC | 3.05% | |
| LITTELFUSE INC | 3.02% | |
| ONTO INNOVATION INC | 2.58% | |
| CACI INTL-A | 2.57% | |
| ENPRO INDUSTRIES INC | 2.47% | |
| PERMIAN RESOURCES CORP CL A | 2.43% | |
| DIODES INC | 2.34% | |
| STIFEL FINANCIAL CORP | 2.34% | |
| MARKEL GROUP INC | 2.31% | |
| SOUTHSTATE BANK CORP | 2.20% | |
| LAMAR ADVERTISING CO CL A | 2.18% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 2.16% | |
| MOELIS & CO-CL A | 2.16% | |
| CARLISLE COS INC | 1.98% | |
| PTC INC | 1.97% | |
| TETRA TECH INC | 1.97% | |
| ENERSYS INC | 1.96% | |
| CASEY'S GENERAL | 1.92% | |
| EXLSERVICE HOLDINGS INC | 1.87% | |
| LINCOLN ELECTRIC HLDGS INC | 1.81% | |
| POWER INTEGRATIONS INC | 1.74% | |
| SELECTIVE INSURANCE GROUP INC | 1.74% | |
| ATLANTIC UNION B | 1.74% | |
| JONES LANG LASALLE INC | 1.70% | |
| REVVITY INC | 1.68% | |
| NORTHERN OIL AND GAS INC | 1.66% | |
| RPM INTL INC | 1.64% | |
| AAON INC | 1.63% | |
| AGREE REALTY CORP | 1.60% | |
| BROADRIDGE FINL | 1.55% | |
| TRACTOR SUPPLY CO. | 1.55% | |
| WYNDHAM HOTELS and RESORTS INC | 1.49% | |
| INTEGER HOLDINGS CORP | 1.41% | |
| EASTGROUP PROP | 1.41% | |
| RELIANCE STEEL and ALUMINUM CO | 1.39% | |
| DORMAN PRODUCTS INC | 1.36% | |
| BALCHEM CORP | 1.36% | |
| DYNATRACE INC | 1.33% | |
| ICF INTERNATIONAL INC | 1.32% | |
| MANHATTAN ASSOCIATES INC | 1.32% | |
| ICON PLC | 1.30% | |
| CONCENTRA GROUP HOLDINGS PARENT INC | 1.30% | |
| CULLEN FROST BANKERS INC | 1.28% | |
| RYAN SPECIALTY HOLDINGS INC | 1.27% | |
| FRANKLIN ELECTRIC CO. INC. | 1.26% | |
| APTARGROUP INC | 1.25% | |
| MARZETTI COMPANY/THE | 1.24% | |
| SEACOAST BANKING CORP FLORIDA | 1.20% | |
| TOPBUILD CORP | 1.18% |
TSMDX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NT-INST TRSR-PRM | 3.74% | |
| EAST WEST BNCRP | 3.09% | |
| NEW YORK TIMES CO CL A | 2.95% | |
| MYR GROUP INC/DELAWARE | 2.53% | |
| LINCOLN ELECTRIC HLDGS INC | 2.53% | |
| SITIME CORP | 2.36% | |
| BURLINGTON STORES INC | 2.35% | |
| TRIMBLE INC | 2.25% | |
| HUNT J B TRANSPORT SERVICES IN | 2.18% | |
| WEBSTER FINL | 2.05% | |
| MSA SAFETY INC | 1.89% | |
| INGEVITY CORP | 1.86% | |
| PALO ALTO NETWORKS INC | 1.81% | |
| ULTA BEAUTY INC | 1.72% | |
| MERIT MEDICAL SYSTEMS INC | 1.71% | |
| HEXCEL CORPORATION | 1.67% | |
| DECKERS OUTDOOR CORP | 1.67% | |
| VALMONT INDUSTRIES INC | 1.66% | |
| TETRA TECH INC | 1.64% | |
| PENUMBRA INC | 1.61% | |
| ENCOMPASS HEALTH CORP | 1.57% | |
| NVENT ELECTRIC | 1.55% | |
| HANOVER INSURANCE GROUP INC | 1.52% | |
| InterContinental Hotels Group PLC SPON ADS EACH REP 1 ORD SHS | 1.51% | |
| FIRST SOLAR INC | 1.51% | |
| DOMINOS PIZZA INC | 1.50% | |
| ALLEGION PLC | 1.47% | |
| DYNATRACE INC | 1.46% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 1.46% | |
| JONES LANG LASALLE INC | 1.46% | |
| EASTGROUP PROP | 1.45% | |
| STIFEL FINANCIAL CORP | 1.34% | |
| NEXTRACKER INC CL A | 1.34% | |
| LPL FINL HLDGS INC | 1.33% | |
| JACK HENRY | 1.28% | |
| QUEST DIAGNOSTICS INC | 1.24% | |
| ALLEGRO MICROSYSTEMS INC | 1.24% | |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 1.21% | |
| APTARGROUP INC | 1.17% | |
| TRANSMEDICS GROUP INC | 1.16% | |
| ALLY FINANCIAL INC | 1.15% | |
| CMS ENERGY CORP | 1.15% | |
| MCCORMICK-N/V | 1.14% | |
| PAYLOCITY HOLDING CORP | 1.12% | |
| BADGER METER INC | 1.09% | |
| OMNICELL INC | 1.09% | |
| BJS WHSL CLUB HLDGS INC | 1.09% | |
| QCR HOLDINGS INC | 0.98% | |
| KEYCORP | 0.95% | |
| FED REALTY INVS | 0.95% |
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