Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
JCVFX vs HWLIX
Shared holdings
10
JCVFX covered by HWLIX
15.99%
HWLIX covered by JCVFX
15.99%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
JCVFX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| BAXTER INTL INC | 5.62% | |
| CVS HEALTH CORP | 4.68% | |
| CITIGROUP INC | 4.08% | |
| Fresenius Medical Care AG SPON ADR-EACH REP 0.5 NPV | 4.05% | |
| WELLS FARGO & CO | 3.88% | |
| DOLLAR GENERAL CORP | 3.83% | |
| HUMANA INC | 3.73% | |
| COREBRIDGE FINANCIAL INC | 3.73% | |
| CAPITAL ONE FINANCIAL CORP | 3.70% | |
| PPG INDUSTRIES INC | 3.66% | |
| METLIFE INC | 3.62% | |
| TYSON FOODS INC CL A | 3.62% | |
| MAGNA INTL | 3.61% | |
| BRISTOL-MYERS SQUIBB CO | 3.51% | |
| GLOBAL PAYMENTS INC | 3.32% | |
| SKYWORKS SOLUTIONS INC | 3.27% | |
| BANK OF AMERICA CORPORATION | 3.13% | |
| CFD_EQS GOLDUS33 2256908 | 3.00% | |
| COGNIZANT TECH SOLUTIONS CL A | 3.00% | |
| DOW INC | 2.98% | |
| LEAR CORP NEW | 2.94% | |
| SHELL PLC SPONS ADR | 2.65% | |
| PFIZER INC | 2.61% | |
| Medtronic plc (Ireland) | 2.58% | |
| SS&C TECHNOLOGIE | 2.41% | |
| VOYA FINANCIAL INC | 2.03% | |
| NOV INC | 1.99% | |
| DELTA AIR LI | 1.97% | |
| UBS GROUP AG USD0.10 (REG S) | 1.73% | |
| EQUITABLE HOLDINGS INC | 1.50% | |
| TE CONNECTIVITY | 1.01% | |
| PVH CORP | 0.97% | |
| NEWELL BRANDS INC | 0.92% | |
| STATE STR INSTL INVT TR TREAS MMKT FD INST | 0.65% |
HWLIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| APA CORP | 4.74% | |
| WORKDAY INC CL A | 4.44% | |
| F5 INC | 4.20% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 3.17% | |
| CITIGROUP INC | 3.04% | |
| Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 | 2.95% | |
| COMCAST CORP CL A | 2.81% | |
| AMERICAN INTERNATIONAL GROUP | 2.73% | |
| ELEVANCE HEALTH INC | 2.71% | |
| GE HEALTHCARE TECHNOLOGIES INC WI | 2.66% | |
| DOMINION ENERGY INC | 2.58% | |
| SALESFORCE INC | 2.41% | |
| GENERAL MOTORS CO | 2.37% | |
| PPG INDUSTRIES INC | 2.27% | |
| US BANCORP DEL | 2.23% | |
| MAGNA INTL | 2.16% | |
| FEDEX CORP | 2.10% | |
| FRST AM-GV OB-X | 1.96% | |
| WELLS FARGO & CO | 1.95% | |
| UNITEDHEALTH GRP | 1.88% | |
| STATE STREET CORP | 1.88% | |
| SHELL PLC SPONS ADR | 1.87% | |
| CNH INDUSTRIAL NV | 1.73% | |
| OVINTIV INC | 1.72% | |
| TRUIST FINL CORP | 1.72% | |
| SLB LTD | 1.68% | |
| MEDTRONIC PLC | 1.67% | |
| OLIN CORP | 1.54% | |
| PACCAR INC | 1.48% | |
| OMNICOM GROUP INC | 1.43% | |
| CUMMINS INC | 1.36% | |
| KRAFT HEINZ CO/T | 1.25% | |
| FISERV INC | 1.17% | |
| STANLEY BLACK and DECKER INC | 1.11% | |
| GSK plc SPONSORED ADR | 1.06% | |
| ALPHABET INC CL A | 1.05% | |
| MONDELEZ INTL INC | 1.04% | |
| NOV INC | 1.03% | |
| CDW CORPORATION | 1.02% | |
| JM SMUCKER CO/THE | 1.01% | |
| HUMANA INC | 0.99% | |
| BANK OF AMERICA CORPORATION | 0.98% | |
| NORFOLK SOUTHERN CORP | 0.97% | |
| WPP PLC SPONSORED ADR | 0.93% | |
| AMDOCS LTD | 0.91% | |
| CVS HEALTH CORP | 0.88% | |
| CONOCOPHILLIPS | 0.85% | |
| COREBRIDGE FINANCIAL INC | 0.82% | |
| CONSTELLATION BRANDS INC CL A | 0.78% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.76% |
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