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MWFIX vs OVF

Shared holdings
2
MWFIX covered by OVF
24.79%
OVF covered by MWFIX
24.79%

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%

OVF (Feb. 28, 2026)

SecurityWeight
ISH CORE EAFE80.10%
ISHARES CORE MSCI EMERGING MUTUAL FUND19.88%
US ULTRA BOND CBT Sep250.02%

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