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MVAL vs NEFOX

Shared holdings
11
MVAL covered by NEFOX
16.14%
NEFOX covered by MVAL
16.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MVAL (March 31, 2026)

SecurityWeight
BRISTOL-MYERS SQUIBB CO4.85%
CONSTELLATION BRANDS INC CL A4.59%
UNITED PARCEL SERVICE INC CL B4.57%
KENVUE INC4.46%
BROWN FORMAN CORP NON VTG CL B4.42%
ZIMMER BIOMET HO4.39%
CLOROX CO4.37%
DANAHER CORP4.03%
THE CAMPBELL'S COMPANY3.70%
GE HEALTHCARE TECHNOLOGIES INC WI3.02%
OTIS WORLDWIDE CORP3.01%
NXP SEMICONDUCTORS NV2.91%
NORTHROP GRUMMAN CORP2.62%
AIR PRODUCTS and CHEMICALS INC2.57%
MERCK & CO2.53%
MASCO CORPORATION2.47%
ESTEE LAUDER COS INC CL A2.45%
HERSHEY CO/THE2.44%
US BANCORP DEL2.39%
MARKETAXESS HLDGS INC2.37%
NIKE INC CL B2.32%
THERMO FISHER SCIENTIFIC INC2.31%
MONDELEZ INTL INC2.22%
PEPSICO INC2.22%
BOEING CO/THE2.08%
MICROSOFT CORP2.03%
ETSY INC2.00%
AIRBNB INC CLASS A1.98%
ZOETIS INC CL A1.66%
APPLIED MATERIALS INC1.58%
AGILENT TECHNOLOGIES INC1.46%
CORTEVA INC1.39%
S&P GLOBAL INC1.31%
SCHWAB CHARLES CORP1.14%
BLACKSTONE INC1.03%
ADOBE INC0.97%
HUNTINGTON INGALLS INDUSTRIES INC0.95%
IDEX CORPORATION0.91%
WEST PHARMACEUTICAL SVCS INC0.81%
SALESFORCE INC0.77%
State Street Navigator Securities Lending Government Money Market Portfolio0.72%

NEFOX (March 31, 2026)

SecurityWeight
CONOCOPHILLIPS3.22%
TARGA RESOURCES CORP3.19%
INTERCONTINENTAL EXCHANGE INC2.81%
MERCK & CO2.78%
CORTEVA INC2.77%
AIRBNB INC CLASS A2.71%
FIXED INC CLEARING CORP.REPO2.64%
SALESFORCE INC2.64%
KEURIG DR PEPPER INC2.49%
CITIGROUP INC2.48%
WILLIS TOWERS WATSON PLC2.47%
DELTA AIR LI2.32%
PHILLIPS 662.26%
SCHWAB CHARLES CORP2.24%
ALLY FINANCIAL INC2.24%
FIRST CITIZENS BANCSHARES INC CL A2.23%
AMERICAN INTERNATIONAL GROUP2.20%
ELEVANCE HEALTH INC2.18%
ZIMMER BIOMET HO2.16%
FISERV INC2.16%
ALPHABET INC CL A2.11%
CAPITAL ONE FINANCIAL CORP1.95%
IQVIA HOLDINGS INC1.92%
GE HEALTHCARE TECHNOLOGIES INC WI1.85%
UNION PACIFIC CORP1.82%
EQUIFAX INC1.72%
GENERAL MOTORS CO1.69%
AERCAP HOLDINGS NV1.64%
REINSURANCE GROUP OF AMERICA1.61%
CARLYLE GROUP INC (THE)1.52%
GLOBAL PAYMENTS INC1.52%
NIKE INC CL B1.49%
STATE STREET CORP1.49%
NETFLIX INC1.48%
COMCAST CORP CL A1.45%
BANK OF AMERICA CORPORATION1.45%
NASDAQ INC1.34%
AMRIZE LTD1.33%
MARSH & MCLENNAN1.28%
ROPER TECHNOLOGIES INC1.26%
WELLS FARGO & CO1.23%
ADOBE INC1.22%
ACCENTURE PLC CL A1.21%
CDW CORPORATION1.19%
RAYMOND JAMES FINANCIAL INC.1.18%
CHARTER COMMUNICATIONS INC A1.14%
AMAZON.COM INC1.14%
EOG RESOURCES INC1.06%
MARATHON PETROLEUM CORP1.06%
CONSTELLATION BRANDS INC CL A0.98%

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