Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LNCAX vs BVAL
Shared holdings
1
LNCAX covered by BVAL
8.94%
BVAL covered by LNCAX
8.94%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LNCAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| PIMCO Active Bond Exchange-Traded Fund | 21.94% | |
| Vanguard Intermediate-Term Bond ETF | 18.01% | |
| State Street DoubleLine TR Tact ETF | 14.94% | |
| Invesco Total Return Bond ETF | 12.95% | |
| SCHWAB US LG VAL | 8.94% | |
| SCHW-US L/C GRW | 5.70% | |
| JPM HG EQ ETF | 4.01% | |
| FMR-ENH INTL | 3.04% | |
| FRST AM-GV OB-X | 2.21% | |
| Avantis U.S. Small Cap Value ETF | 2.12% | |
| INVESCO S&P SMAL | 2.11% | |
| WisdomTree U.S. Value Fund | 2.08% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 1.95% |
BVAL (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND | 34.57% | |
| SCHWAB US LG VAL | 29.84% | |
| VANGUARD RUSSELL 1000 VALUE MUTUAL FUND | 20.10% | |
| SPDR Portfolio S&P 500 ETF | 15.49% |
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