Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LGWAX vs LAWAX
Shared holdings
11
LGWAX covered by LAWAX
88.99%
LAWAX covered by LGWAX
88.99%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 12 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LGWAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LG VAL | 26.63% | |
| SCHW-US L/C GRW | 20.54% | |
| WisdomTree U.S. Value Fund | 9.13% | |
| Avantis U.S. Small Cap Value ETF | 7.40% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 5.42% | |
| INVESCO S&P SMAL | 5.15% | |
| FMR-ENH INTL | 5.06% | |
| Invesco Total Return Bond ETF | 4.97% | |
| JPM HG EQ ETF | 4.84% | |
| Vanguard Intermediate-Term Bond ETF | 4.00% | |
| PIMCO Active Bond Exchange-Traded Fund | 3.99% | |
| FRST AM-GV OB-X | 2.87% |
LAWAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LG VAL | 27.67% | |
| SCHW-US L/C GRW | 21.51% | |
| WisdomTree U.S. Value Fund | 11.23% | |
| Avantis U.S. Small Cap Value ETF | 8.48% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 8.30% | |
| INVESCO S&P SMAL | 7.33% | |
| FMR-ENH INTL | 5.06% | |
| FRST AM-GV OB-X | 3.62% | |
| JPM HG EQ ETF | 2.89% | |
| Invesco Total Return Bond ETF | 2.00% | |
| Vanguard Intermediate-Term Bond ETF | 1.91% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.