Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

JACIX vs JRIPX

Shared holdings
19
JACIX covered by JRIPX
96.49%
JRIPX covered by JACIX
96.49%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 19 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

JACIX (May 31, 2023)

SecurityWeight
JHF II US STRAT EQUITY ALLOC MUTUAL FUND36.54%
JHF II INTL STRAT EQUITY ALLO MUTUAL FUND23.43%
FMR-MID CAP11.69%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET4.78%
VANGUARD FTSE EM4.04%
FMR-S/C INDX3.71%
JH COLLATERAL3.07%
U.S. Treasury Bonds Principal STRIPS2.36%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/512.22%
VANGUARD INT-TERM CORPORATE MUTUAL FUND2.10%
UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.000000001.85%
Vanguard World Fund HEALTH CAR ETF1.27%
U.S. Treasury Bonds Principal STRIPS0.96%
State StreetFinSelSectSPDRETF0.94%
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.000000000.52%
VANGUARD INF T E0.52%
DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.00.00%
CHINA COM RICH RENE ENE INVEST0.00%
NMC HEALTH PLC COMMON STOCK GBP.10.00%

JRIPX (May 31, 2023)

SecurityWeight
JHF II US STRAT EQUITY ALLOC MUTUAL FUND37.38%
JHF II INTL STRAT EQUITY ALLO MUTUAL FUND23.99%
FMR-MID CAP11.92%
VANGUARD FTSE EM4.17%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET4.13%
FMR-S/C INDX3.83%
U.S. Treasury Bonds Principal STRIPS2.44%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/512.29%
UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.000000001.90%
VANGUARD INT-TERM CORPORATE MUTUAL FUND1.82%
Vanguard World Fund HEALTH CAR ETF1.27%
U.S. Treasury Bonds Principal STRIPS0.98%
State StreetFinSelSectSPDRETF0.98%
Vanguard Emerging Markets Government Bond Index ETF0.88%
VANGUARD INF T E0.52%
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.000000000.51%
JH COLLATERAL0.49%
Vanguard Real Estate Index Fund ETF Shares0.15%
VANGUARD ENERGY ETF VANGUARD ENERGY ETF0.14%
VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF0.09%
ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR0.05%
VG GLB EX-US R E0.05%
DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.00.00%
CHINA COM RICH RENE ENE INVEST0.00%
NMC HEALTH PLC COMMON STOCK GBP.10.00%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.