Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LGWIX vs ACGRX
Shared holdings
2
LGWIX covered by ACGRX
23.91%
ACGRX covered by LGWIX
23.91%
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.
LGWIX (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% |
ACGRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHW-US L/C GRW | 18.95% | |
| VANGUARD GRW ETF | 18.95% | |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND | 14.98% | |
| VANGUARD RUSSELL 1000 GROWTH MUTUAL FUND | 14.88% | |
| Fidelity Enhanced Large Cap Growth ETF | 10.05% | |
| OPTION | 9.92% | |
| SoFi Select 500 ETF | 4.97% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 4.95% | |
| MONEYMKT | 2.34% |
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