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MWFIX vs MDAKX

Shared holdings
10
MWFIX covered by MDAKX
59.48%
MDAKX covered by MWFIX
59.48%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 10 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MWFIX (Jan. 31, 2026)

SecurityWeight
Vanguard Mega Cap ETF42.49%
ISH CORE EAFE19.75%
SCHWAB US SMALL-CAP ETF MUTUAL FUND14.64%
VANGUARD MID-C E8.78%
ISHARES-C S&P MC5.16%
ISHARES CORE MSCI EMERGING MUTUAL FUND5.04%
iShares Core S&P 500 ETF2.03%
ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND1.01%
SCHWAB US MID CAP ETF MUTUAL FUND0.78%
NYLI U.S. Government Liquidity Fund0.32%

MDAKX (Jan. 31, 2026)

SecurityWeight
Vanguard Mega Cap ETF26.85%
iShares Trust CORE US AGGREGATE BD ETF17.96%
ISH CORE EAFE12.07%
VANGUARD MID-C E5.57%
iShares Broad USD High Yield Corporate Bond ETF4.76%
INVESCO SENIOR LOAN ETF MUTUAL FUND4.73%
Invesco Government & Agency Portfolio, Institutional Class4.64%
SCHWAB US SMALL-CAP ETF MUTUAL FUND4.62%
iShares Broad USD Investment Grade Corporate Bond ETF4.48%
ISHARES CORE MSCI EMERGING MUTUAL FUND3.35%
ISHARES-C S&P MC3.28%
NYLI U.S. Government Liquidity Fund2.16%
iShares Core S&P 500 ETF1.91%
OPTION1.67%
ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND1.45%
SCHWAB US MID CAP ETF MUTUAL FUND0.50%

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