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LRYAX vs BVALX

Shared holdings
4
LRYAX covered by BVALX
14.94%
BVALX covered by LRYAX
14.94%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LRYAX (Feb. 28, 2026)

SecurityWeight
NRG ENERGY INC6.62%
JOHNSON CONTROLS5.99%
EXPEDIA INC5.03%
HCA HEALTHCARE INC5.00%
EBAY INC4.99%
FLEX LTD4.89%
AerCap Holdings N.V. (Ireland)4.88%
CORPAY INC4.27%
NXP SEMICONDUCTO4.16%
AMERIPRISE FINANCIAL INC3.82%
NETAPP INC3.61%
UBER TECHNOLOGIES INC3.58%
SS&C TECHNOLOGIE3.55%
THE CIGNA GROUP3.06%
F5 INC3.06%
FIDELITY NATL INFORM SVCS INC3.01%
WESCO INTL2.75%
GEN DIGITAL INC2.51%
GLOBAL PAYMENTS INC2.47%
ASSURANT INC2.47%
AFFIL MANAGERS2.29%
CENTENE CORP2.24%
TD SYNNEX CORP2.17%
HENRY SCHEIN INC1.94%
ARROW ELECTRONICS INC1.93%
Invesco Treasury Portfolio, Institutional Class1.74%
PRIMERICA INC1.70%
LKQ CORP1.66%
ICON PLC1.63%
LITHIA MOTORS INC CL A1.43%
WEX INC1.16%
CONCENTRIX CORP0.36%

BVALX (March 31, 2026)

SecurityWeight
WESTINGHOUSE AIR BRAKE TECH CORP6.09%
EBAY INC5.11%
MERCK & CO5.05%
PPG INDUSTRIES INC4.94%
NETAPP INC4.94%
MEDTRONIC PLC4.78%
CHUBB LTD4.69%
OMNICOM GROUP INC4.50%
AMDOCS LTD4.26%
AMERIPRISE FINANCIAL INC4.20%
QUALCOMM INC3.96%
COMCAST CORP CL A3.67%
ELEVANCE HEALTH INC3.49%
UNION PACIFIC CORP3.44%
FRST AM-GV OB-Z3.12%
AMGEN INC2.94%
GEN DIGITAL INC2.89%
MASCO CORPORATION2.66%
KIMBERLY CLARK CORP2.65%
AMERICAN EXPRESS CO2.62%
CUMMINS INC2.58%
FLOWSERVE CORP2.18%
WELLS FARGO & CO2.05%
SEI INVESTMENTS2.05%
APPLIED MATERIALS INC2.04%
MARSH & MCLENNAN2.01%
BECTON DICKINSON and CO1.97%
SYSCO CORP1.72%
BLACKROCK INC1.69%
CARLYLE GROUP INC (THE)1.06%
CENCORA INC0.67%

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