Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LMRIX vs FIDAX
Shared holdings
11
LMRIX covered by FIDAX
23.06%
FIDAX covered by LMRIX
23.06%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 43 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LMRIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMORGAN CHASE and CO | 10.41% | |
| CHUBB LTD | 6.28% | |
| VISA INC-CLASS A | 6.03% | |
| BANK OF AMERICA CORPORATION | 5.82% | |
| BERKSHIRE HATH-B | 5.29% | |
| INTERCONTINENTAL EXCHANGE INC | 5.18% | |
| QCR HOLDINGS INC | 4.79% | |
| COASTAL FINANCIAL CORP/WA | 4.19% | |
| FIFTH THIRD BANCORP | 3.99% | |
| SCHWAB CHARLES CORP | 3.22% | |
| AMERIPRISE FINANCIAL INC | 2.86% | |
| BROWN & BROWN | 2.73% | |
| PNC FINANCIAL SERVICES GRP INC | 2.61% | |
| STOCK YARDS BANCORP INC | 2.51% | |
| SOUTHSTATE BANK CORP | 2.34% | |
| BANNER CORPORATI | 2.26% | |
| M&T BANK CORP | 2.24% | |
| SMARTFINANCIAL INC | 2.03% | |
| MONEYMKT | 2.01% | |
| VERISK ANALYTICS INC | 1.99% | |
| S&P GLOBAL INC | 1.97% | |
| HANOVER INSURANCE GROUP INC | 1.80% | |
| GLOBE LIFE INC | 1.75% | |
| COMMUNITY FINANCIAL SYSTEM INC | 1.53% | |
| CME GROUP INC CL A | 1.46% | |
| TERRENO REALTY CORP | 1.43% | |
| MARSH & MCLENNAN | 1.40% | |
| ARCH CAPITAL GROUP LTD | 1.36% | |
| REINSURANCE GROUP OF AMERICA | 1.20% | |
| MASTERCARD INC CL A | 1.10% | |
| PROGRESSIVE CORP OHIO | 0.78% | |
| RLI CORP | 0.76% | |
| GLOBAL PAYMENTS INC | 0.71% | |
| BANCORP INC/THE | 0.69% | |
| AMALGAMATED FINANCIAL CORP | 0.58% | |
| SIMON PROPERTY | 0.47% | |
| EQUITY LIFESTYLE PPTYS INC | 0.45% | |
| FIRST AMERICAN FINANCIAL CORP | 0.38% | |
| FISERV INC | 0.36% | |
| ATLANTIC UNION B | 0.32% | |
| STONEX GROUP INC | 0.27% | |
| INTERACTIVE BROKERS GROUP INC | 0.25% | |
| RYAN SPECIALTY HOLDINGS INC | 0.19% |
FIDAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| CITIZENS FINANCIAL GROUP INC | 5.04% | |
| MORGAN STANLEY | 4.37% | |
| CITIGROUP INC | 4.05% | |
| SCHWAB CHARLES CORP | 3.99% | |
| COLUMBIA BANKING SYSTEMS INC | 3.84% | |
| CAPITAL ONE FINANCIAL CORP | 3.77% | |
| JPMORGAN CHASE and CO | 3.62% | |
| FIFTH THIRD BANCORP | 3.59% | |
| VISA INC-CLASS A | 3.35% | |
| BANK OF AMERICA CORPORATION | 3.29% | |
| CAIXABANK SA COMMON STOCK EUR1.0 | 3.12% | |
| NN GROUP NV COMMON STOCK EUR.12 | 3.12% | |
| CARLYLE GROUP INC (THE) | 3.10% | |
| POPULAR INC | 3.06% | |
| HARTFORD INSURANCE GROUP INC/THE | 2.95% | |
| BANK OF IRELAND GROUP PLC COMMON STOCK EUR1.0 | 2.95% | |
| NASDAQ INC | 2.91% | |
| INTERCONTINENTAL EXCHANGE INC | 2.57% | |
| SUMITOMO MITSUI TRUST GROUP IN COMMON STOCK | 2.46% | |
| ZIONS BANCORP NA | 2.43% | |
| OLD NATL BANCORP | 2.42% | |
| WELLS FARGO & CO | 2.34% | |
| UNUM GROUP | 2.27% | |
| AMERICAN EXPRESS CO | 2.18% | |
| DEUTSCHE BANK AG REGISTERED COMMON STOCK | 1.99% | |
| PINNACLE FINANCIAL PARTNERS INC | 1.82% | |
| MASTERCARD INC CL A | 1.76% | |
| KKR & CO INC | 1.69% | |
| PALOMAR HOLDINGS | 1.68% | |
| EASTERN BANKSHARES INC | 1.63% | |
| AMERICAN BUSINESS BANK COMMON STOCK | 1.60% | |
| MAREX GRP. PLC | 1.46% | |
| MIAMI INTERNATIONAL HOLDINGS INC | 1.41% | |
| JEFFERIES FINANCIAL GROUP INC | 1.18% | |
| AMERICAN INTEGRITY INSURANCE GROUP INC | 1.15% | |
| JH COLLATERAL | 1.13% | |
| RENASANT CORP | 1.11% | |
| COASTAL FINANCIAL CORP/WA | 0.92% | |
| M&T BANK CORP | 0.52% | |
| SOUTHSTATE BANK CORP | 0.51% | |
| NBT BANCORP INC | 0.50% | |
| FISERV INC | 0.48% | |
| ETHOS TECHNOLOGI | 0.35% | |
| BOWHEAD SPECIALTY HOLDINGS INC | 0.30% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.