Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FUGAX vs RIMHX
Shared holdings
7
FUGAX covered by RIMHX
15.61%
RIMHX covered by FUGAX
15.61%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
FUGAX (July 31, 2025)
| Security | Weight | |
|---|---|---|
| NEXTERA ENERGY INC | 11.59% | |
| CONSTELLATION ENERGY CORP | 9.27% | |
| DUKE ENERGY CORP NEW | 7.95% | |
| VISTRA CORP | 7.51% | |
| SEMPRA ENERGY | 6.22% | |
| EXELON CORP | 5.41% | |
| ENTERGY CORP | 4.89% | |
| NRG ENERGY INC | 4.01% | |
| AMEREN CORP | 3.88% | |
| XCEL ENERGY INC | 3.87% | |
| PPL CORPORATION | 3.82% | |
| CENTERPOINT ENERGY INC | 3.76% | |
| EVERGY INC | 3.27% | |
| SOUTHERN CO | 3.16% | |
| NISOURCE INC | 3.09% | |
| PG&E CORP | 2.96% | |
| CAMECO CORP | 2.26% | |
| AMERICAN ELECTRIC POWER CO INC | 2.07% | |
| GE VERNOVA LLC | 1.71% | |
| QUANTA SVCS INC | 1.59% | |
| UGI CORP NEW | 1.58% | |
| TXNM ENERGY INC | 1.26% | |
| TALEN ENERGY CORP | 1.16% | |
| FIRST SOLAR INC | 0.86% | |
| EVERSOURCE ENERGY | 0.83% | |
| Fidelity Cash Central Fund | 0.57% | |
| TRANSALTA CORP | 0.43% | |
| AES CORP | 0.35% | |
| ALLIANT ENERGY CORPORATION | 0.30% | |
| CAPITAL POWER CO | 0.14% | |
| Fidelity Securities Lending Cash Central Fund | 0.10% | |
| SUNRUN INC | 0.09% |
RIMHX (March 31, 2025)
| Security | Weight | |
|---|---|---|
| WILLIAMS COS INC | 3.88% | |
| ALTRIA GROUP INC | 3.65% | |
| ENTERGY CORP | 3.64% | |
| AT&T INC | 3.43% | |
| INTL PAPER CO | 3.30% | |
| PHILIP MORRIS INTL INC | 3.02% | |
| AMERICAN ELECTRIC POWER CO INC | 2.96% | |
| DUKE ENERGY CORP NEW | 2.86% | |
| CITIZENS FINANCIAL GROUP INC | 2.79% | |
| REGIONS FINANCIAL CORP | 2.63% | |
| NISOURCE INC | 2.60% | |
| FIFTH THIRD BANCORP | 2.59% | |
| CHEVRON CORP | 2.58% | |
| VERIZON COMMUNICATIONS INC | 2.47% | |
| WEC ENERGY GROUP INC | 2.44% | |
| CINCINNATI FINANCIAL CORP | 2.43% | |
| INTL BUS MACH CORP | 2.35% | |
| PUB SERV ENTERP | 2.32% | |
| COCA-COLA CO/THE | 2.32% | |
| METLIFE INC | 2.29% | |
| US BANCORP DEL | 2.21% | |
| FIRSTENERGY CORP | 2.19% | |
| CITIGROUP INC | 2.18% | |
| DTE ENERGY CO | 2.12% | |
| XCEL ENERGY INC | 2.10% | |
| DOMINION ENERGY INC | 1.97% | |
| FIDELITY NATIONAL FINL INC | 1.96% | |
| TRUIST FINL CORP | 1.88% | |
| ABBVIE INC | 1.86% | |
| LYONDELLBASELL-A | 1.58% | |
| UNUM GROUP | 1.58% | |
| SEMPRA ENERGY | 1.51% | |
| EVERSOURCE ENERGY | 1.44% | |
| GENERAL MILLS INC | 1.43% | |
| INTERPUBLIC GRP | 1.36% | |
| FORD MOTOR CO | 1.26% | |
| PFIZER INC | 1.21% | |
| ONEMAIN HOLDINGS INC | 1.08% | |
| WATSCO INC | 1.08% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 1.05% | |
| KIMBERLY CLARK CORP | 1.01% | |
| H&R BLOCK INC | 1.00% | |
| LAZARD INC CL A | 0.99% | |
| HP INC | 0.98% | |
| GENUINE PARTS CO | 0.97% | |
| LOCKHEED MARTIN CORP | 0.95% | |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.95% | |
| PRINCIPAL FINL GROUP INC | 0.92% | |
| SONOCO PRODUCTS CO | 0.90% | |
| SEAGATE TECHNOLO | 0.89% |
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