Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LGWIX vs AIHAX
Shared holdings
2
LGWIX covered by AIHAX
6.86%
AIHAX covered by LGWIX
6.86%
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% |
AIHAX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 18.26% | |
| PIMCO MULTISECTOR BOND ACTV MUTUAL FUND | 16.30% | |
| State Street DoubleLine TR Tact ETF | 10.81% | |
| FRST AM-GV OB-X | 9.62% | |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8.73% | |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 8.32% | |
| Janus Henderson Mortgage-Backed Securities ETF | 7.33% | |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 7.07% | |
| PIMCO Active Bond Exchange-Traded Fund | 4.57% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 4.51% | |
| SIMPLIFY MBS ETF | 4.48% |
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