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MADFX vs DAEIX

Shared holdings
11
MADFX covered by DAEIX
23.26%
DAEIX covered by MADFX
23.26%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MADFX (March 31, 2026)

SecurityWeight
LOCKHEED MARTIN CORP5.46%
MICROSOFT CORP5.41%
TEXAS INSTRUMENTS INC5.33%
NEXTERA ENERGY INC5.32%
TARGET CORP5.12%
AMGEN INC4.93%
PNC FINANCIAL SERVICES GRP INC4.82%
PEPSICO INC4.76%
US BANCORP DEL4.67%
QUALCOMM INC4.59%
STARBUCKS CORP4.54%
MEDTRONIC PLC4.54%
AMERICAN ELECTRIC POWER CO INC4.51%
HOME DEPOT INC4.45%
MORGAN STANLEY4.23%
JPMORGAN CHASE and CO4.12%
M&T BANK CORP3.70%
BANK OF NEW YORK MELLON CORP3.49%
COMCAST CORP CL A2.84%
NESTLE S A SPONSORED ADR2.68%
TYSON FOODS INC CL A2.54%
CONSTELLATION BRANDS INC CL A2.28%
ACCENTURE PLC-A2.01%
PROCTER & GAMBLE1.46%
AUTOMATIC DATA PROCESSING INC1.20%
FRST AM-GV OB-X1.01%

DAEIX (March 31, 2026)

SecurityWeight
CHEVRON CORP3.92%
PEPSICO INC3.57%
AMGEN INC3.37%
EOG RESOURCES INC3.26%
JOHNSON&JOHNSON3.14%
ILLINOIS TOOL WORKS INC2.93%
VERIZON COMMUNICATIONS INC2.73%
XCEL ENERGY INC2.63%
PRINCIPAL FINL GROUP INC2.48%
ALTRIA GROUP INC2.38%
WEC ENERGY GROUP INC2.36%
JPMORGAN CHASE and CO2.35%
LAMAR ADVERTISING CO CL A2.31%
PNC FINANCIAL SERVICES GRP INC2.26%
AMERICAN ELECTRIC POWER CO INC2.25%
ESSEX PROPERTY TRUST INC2.20%
PROCTER & GAMBLE2.17%
HERSHEY CO/THE2.13%
US ULTRA BOND CBT Sep252.09%
DIGITAL REALTY TRUST INC2.07%
DUKE ENERGY CORP NEW2.07%
ALLIANT ENERGY CORPORATION2.03%
PAYCHEX INC2.02%
UNION PACIFIC CORP1.94%
CFD_EQS GOLDUS33 22569081.90%
HOME DEPOT INC1.79%
LOCKHEED MARTIN CORP1.79%
AIR PRODUCTS and CHEMICALS INC1.76%
T ROWE PRICE GRP1.76%
CISCO SYSTEMS INC1.74%
MERCK & CO1.70%
OMNICOM GROUP INC1.68%
TEXAS INSTRUMENTS INC1.68%
PRUDENTL FINL1.65%
SONOCO PRODUCTS CO1.64%
PPG INDUSTRIES INC1.61%
MONDELEZ INTL INC1.54%
SYSCO CORP1.51%
TRUIST FINL CORP1.51%
NEXTERA ENERGY INC1.48%
FASTENAL CO1.38%
MARSH & MCLENNAN1.37%
PFIZER INC1.34%
KINDER MORGAN INC1.30%
AMERICAN TOWER CORP1.28%
COMCAST CORP CL A1.25%
BRISTOL-MYERS SQUIBB CO1.23%
BLACKROCK INC1.23%
PUBLIC STORAGE1.21%
LKQ CORP0.99%

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