Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FSWFX vs SMDHX
Shared holdings
89
FSWFX covered by SMDHX
20.99%
SMDHX covered by FSWFX
20.99%
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.
FSWFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| CAPITAL GROUP CENTRAL CASH FUND | 3.94% | |
| COMFORT SYSTEMS USA INC | 1.46% | |
| LUMENTUM HOLDINGS INC | 1.26% | |
| DIPLOMA PLC COMMON STOCK | 1.01% | |
| TOPBUILD CORP | 0.87% | |
| KOKUSAI ELECTRIC | 0.77% | |
| ATI INC | 0.76% | |
| MKS INSTRUMENTS INC | 0.72% | |
| BOMBARDIER INC-B | 0.69% | |
| LUNDIN MINING CORP | 0.62% | |
| MODINE MFG CO | 0.58% | |
| CAVA GROUP INC | 0.58% | |
| CELANESE CORP | 0.55% | |
| CRANE CO | 0.55% | |
| DOLLARAMA INC | 0.54% | |
| FABRINET | 0.51% | |
| ARCOSA INC | 0.51% | |
| INTL CONTAINER TERM SVCS INC COMMON STOCK | 0.48% | |
| VIAVI SOLUTIONS INC | 0.47% | |
| NIPPON TV HDS | 0.47% | |
| RESONAC HOLDINGS | 0.44% | |
| FTAI AVIATION LTD | 0.44% | |
| NATL BANK GREECE | 0.44% | |
| EMEMORY TECH | 0.43% | |
| LOTTOMATICA GROU | 0.42% | |
| JENTECH | 0.42% | |
| KNIFE RIVER HOLDING CO W/I | 0.41% | |
| GLOBAL UNICHIP | 0.41% | |
| IONIS PHARMACEUTICALS INC | 0.41% | |
| SEMTECH CORP | 0.41% | |
| SPX TECHNOLOGIES INC | 0.41% | |
| IMI PLC ORD | 0.40% | |
| RAIADROGASIL | 0.39% | |
| CAVCO INDUSTRIES INC | 0.39% | |
| ROYAL GOLD INC | 0.39% | |
| ENPRO INDUSTRIES INC | 0.38% | |
| BABCOCK INTL GRP | 0.38% | |
| MARUWA CO LTD | 0.38% | |
| ESSENT GROUP LTD | 0.37% | |
| WEATHERFORD INTERNATIONAL PLC | 0.37% | |
| SAIA INC | 0.36% | |
| VSE CORP | 0.36% | |
| APL APOLLO TUBES | 0.36% | |
| 360 ONE WAM LTD | 0.35% | |
| WAYFAIR INC- A | 0.35% | |
| GAMES WORKSHOP GROUP CO PLC | 0.35% | |
| ASMPT LTD | 0.35% | |
| FED SIGNAL CORP | 0.35% | |
| RENAISSANCERE HLDGS LTD | 0.35% | |
| PATRICK INDUSTRIES INC | 0.34% |
SMDHX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| CAPITAL GROUP CENTRAL CASH FUND | 3.62% | |
| US FOODS HOLDING CORP | 2.56% | |
| VAIL RESORTS INC | 1.86% | |
| EXELON CORP | 1.85% | |
| BROWN & BROWN | 1.79% | |
| RENAISSANCERE HLDGS LTD | 1.77% | |
| COMFORT SYSTEMS USA INC | 1.74% | |
| LKQ CORP | 1.66% | |
| YUM! BRANDS INC | 1.47% | |
| CAPITAL ONE FINANCIAL CORP | 1.40% | |
| KEYSIGHT TECHNOLOGIES INC | 1.36% | |
| BLOOM ENERGY CORP CL A | 1.28% | |
| MONSTER BEVERAGE CORP | 1.25% | |
| ALIGN TECHNOLOGY INC | 1.23% | |
| CIENA CORP | 1.21% | |
| ELF BEAUTY INC | 1.21% | |
| SIMON PROPERTY | 1.20% | |
| INGRAM MICRO HOL | 1.18% | |
| FABRINET | 1.16% | |
| IONIS PHARMACEUTICALS INC | 1.15% | |
| XPO LOGISTICS INC | 1.10% | |
| LUMENTUM HOLDINGS INC | 1.03% | |
| AGCO CORP | 1.02% | |
| KARMAN HOLDINGS INC | 1.01% | |
| CORE & MAIN IN-A | 0.97% | |
| VICTORY CAPITAL HOLDINGS INC CL A | 0.94% | |
| CRANE CO | 0.93% | |
| WEX INC | 0.89% | |
| ATI INC | 0.89% | |
| DIAMONDBACK ENERGY INC | 0.88% | |
| APTIV PLC | 0.88% | |
| ROBLOX CORP - A | 0.87% | |
| PROCORE TECHNOLOGIES INC | 0.87% | |
| KEYCORP | 0.87% | |
| TEXAS ROADHOUSE INC | 0.85% | |
| SLB LTD | 0.85% | |
| FIVE BELOW INC | 0.85% | |
| FTAI AVIATION LTD | 0.83% | |
| FIFTH THIRD BANCORP | 0.82% | |
| BAKER HUGHES CO | 0.78% | |
| UNITED RENTALS INC | 0.77% | |
| GENERAL MOTORS CO | 0.76% | |
| PERPETUA RESOURC | 0.76% | |
| TRADEWEB MARKETS INC A | 0.74% | |
| FLEX LTD | 0.73% | |
| EXPAND ENERGY CORP | 0.73% | |
| HILTON WORLDWIDE HOLDINGS INC | 0.71% | |
| API GROUP CORP | 0.71% | |
| INGERSOLL RAND INC | 0.71% | |
| CASEY'S GENERAL | 0.69% |
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