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KMDIX vs BMSFX

Shared holdings
17
KMDIX covered by BMSFX
13.35%
BMSFX covered by KMDIX
13.35%

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.

KMDIX (March 31, 2026)

SecurityWeight
ALLISON TRANSMISSION HLDGS INC2.42%
UGI CORP NEW2.35%
JABIL INC2.12%
FRANCO-NEVADA CORP2.11%
OSHKOSH CORP2.09%
NVENT ELECTRIC PLC2.05%
NRG ENERGY INC1.90%
REGAL REXNORD CORP1.89%
ENSIGN GROUP INC1.78%
SOUTHWEST GAS HOLDINGS INC1.73%
POPULAR INC1.73%
STAG INDUSTRIAL INC CL A1.72%
ITT INC1.71%
VIRTU FINANCIAL INC- CL A1.69%
FLUOR CORP1.68%
FIFTH THIRD BANCORP1.66%
LAMAR ADVERTISING CO CL A1.65%
TECHNIPFMC PLC1.63%
GEN DIGITAL INC1.61%
SOUTHSTATE BANK CORP1.61%
BRUNSWICK CORP1.58%
BRIXMOR PROPERTY1.56%
TD SYNNEX CORP1.53%
HASBRO INC1.52%
EQUITABLE HOLDINGS INC1.50%
ENCOMPASS HEALTH CORP1.49%
MOLSON COORS BEVERAGE CO B1.49%
EXPAND ENERGY CORP1.46%
KNIFE RIVER HOLDING CO W/I1.42%
EVERGY INC1.42%
CHEMED CORP1.36%
PROSPERITY BNCSH1.36%
UNIVERSAL HLTH-B1.35%
NEXSTAR MEDIA GROUP INC1.34%
SOLSTICE ADV MAT1.33%
BLACK HILLS CORP1.31%
EXELON CORP1.29%
VOYA FINANCIAL INC1.28%
NOV INC1.24%
CRANE CO1.24%
VULCAN MATERIALS CO1.22%
AMRIZE LTD1.21%
DIAMONDBACK ENERGY INC1.21%
TIMKEN CO1.21%
RPM INTL INC1.15%
KB HOME1.14%
VALERO ENERGY CORP1.13%
COLUMBIA BANKING SYSTEMS INC1.11%
PINNACLE FINANCIAL PARTNERS INC1.10%
MDU RESOURCES GROUP INC1.09%

BMSFX (Feb. 28, 2026)

SecurityWeight
TECHNIPFMC PLC2.00%
VALERO ENERGY CORP1.92%
PHILLIPS 661.84%
EDISON INTL1.79%
PG&E CORP1.78%
WESTINGHOUSE AIR BRAKE TECH CORP1.73%
VIKING HOLDINGS LTD1.66%
NORTHERN TRUST CORP1.60%
AMERIPRISE FINANCIAL INC1.60%
AGCO CORP1.58%
DOLLAR GENERAL CORP1.52%
POPULAR INC1.44%
ARAMARK1.41%
APTIV PLC1.40%
ENVISTA HOLDINGS CORP1.40%
BWX TECHNOLOGIES INC1.39%
CURTISS WRIGHT CORPORATION1.38%
LEIDOS HOLDINGS INC1.35%
FLEX LTD1.35%
MCKESSON CORP1.34%
TKO GROUP HOLDINGS INC1.23%
MOHAWK INDUSTRIES INC1.23%
NRG ENERGY INC1.22%
SYNCHRONY FINANCIAL1.21%
WP CAREY INC1.20%
ROBLOX CORP - A1.19%
MASCO CORPORATION1.18%
CIENA CORP1.17%
O'REILLY AUTOMOTIVE INC1.17%
HARTFORD INSURANCE GROUP INC/THE1.16%
EQUITABLE HOLDINGS INC1.14%
TEXAS CAPITAL BANCSHARES INC1.13%
OKTA INC CL A1.09%
RPM INTL INC1.08%
EVEREST REINSURANCE GROUP LTD1.06%
TEXTRON INC1.05%
HUMANA INC1.04%
AVIENT CORP1.01%
UNIVERSAL HLTH-B0.99%
IQVIA HOLDINGS INC0.98%
OMNICOM GROUP INC0.98%
DATADOG INC CL A0.92%
EASTMAN CHEMICAL CO0.90%
MFS Institutional Money Market Portfolio, Class A0.89%
VERISK ANALYTICS INC0.89%
INCYTE CORP0.87%
ILLUMINA INC0.87%
HIGHWOODS PROPERTIES INC0.87%
FERGUSON ENTERPRISES INC0.83%
COREBRIDGE FINANCIAL INC0.82%

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