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OFVIX vs FSWCX

Shared holdings
35
OFVIX covered by FSWCX
24.96%
FSWCX covered by OFVIX
24.96%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OFVIX (Jan. 31, 2026)

SecurityWeight
GENERAL MOTORS CO4.87%
TAPESTRY INC4.79%
HCA HEALTHCARE INC4.72%
ALTRIA GROUP INC4.65%
METLIFE INC4.18%
SYNCHRONY FINANCIAL4.04%
EBAY INC3.42%
KRAFT HEINZ CO/T3.28%
JABIL INC3.14%
NORTHERN TRUST CORP2.90%
COMCAST CORP CL A2.72%
DR HORTON INC2.58%
WELLS FARGO & CO2.22%
CHEVRON CORP2.16%
PFIZER INC2.13%
TRUIST FINL CORP2.02%
EOG RESOURCES INC2.01%
THE CIGNA GROUP1.91%
MEDTRONIC PLC1.88%
M&T BANK CORP1.88%
RELIANCE STEEL and ALUMINUM CO1.68%
EXXON MOBIL CORP1.65%
BANK OF AMERICA CORPORATION1.62%
VERIZON COMMUNICATIONS INC1.59%
VALERO ENERGY CORP1.58%
EXPEDIA INC1.49%
PRINCIPAL FINL GROUP INC1.48%
BANK OF NEW YORK MELLON CORP1.46%
PAYPAL HOLDINGS1.44%
STATE STREET CORP1.44%
TWILIO INC CLASS A1.39%
GENERAL MILLS INC1.38%
AMERICAN INTERNATIONAL GROUP1.36%
MARATHON PETROLEUM CORP1.29%
CARLISLE COS INC1.28%
CITIGROUP INC1.14%
DEVON ENERGY CORP1.08%
HP INC1.07%
UNITED PARCEL SERVICE INC CL B1.02%
NUCOR CORP0.95%
VERISIGN INC0.94%
REGIONS FINANCIAL CORP0.93%
PHILLIPS 660.91%
AFLAC INC0.88%
LYONDELLBASELL INDS CLASS A0.85%
APTIV PLC0.79%
KROGER CO0.70%
DOLLAR TREE INC0.68%
SOUTHWEST AIRLINES CO0.60%
NVR INC0.57%

FSWCX (Jan. 31, 2026)

SecurityWeight
MICRON TECHNOLOGY INC4.91%
NVIDIA CORP4.15%
EXXON MOBIL CORP4.10%
CHEVRON CORP3.36%
BANK OF AMERICA CORPORATION3.35%
APPLE INC3.11%
WELLS FARGO & CO2.99%
MERCK & CO2.94%
MICROSOFT CORP2.30%
ALPHABET INC CL A2.29%
CITIGROUP INC2.27%
WALT DISNEY CO/T2.12%
VERIZON COMMUNICATIONS INC2.00%
AT&T INC2.00%
ACCENTURE PLC CL A1.75%
QUALCOMM INC1.75%
UNITEDHEALTH GRP1.65%
PFIZER INC1.60%
CONOCOPHILLIPS1.39%
NEWMONT CORP1.32%
ADOBE INC1.31%
CHUBB LTD1.23%
BRISTOL-MYERS SQUIBB CO1.20%
COMCAST CORP CL A1.17%
ALTRIA GROUP INC1.11%
CVS HEALTH CORP1.01%
PNC FINANCIAL SERVICES GRP INC0.94%
US BANCORP DEL0.93%
GENERAL MOTORS CO0.85%
UNITED PARCEL SERVICE INC CL B0.83%
ELEVANCE HEALTH INC0.83%
THE CIGNA GROUP0.78%
SLB LTD0.77%
FEDEX CORP0.75%
WARNER BROS DISCOVERY INC0.73%
TRUIST FINL CORP0.71%
TRAVELERS COS IN0.68%
EOG RESOURCES INC0.65%
BECTON DICKINSON and CO0.62%
VALERO ENERGY CORP0.60%
FORD MOTOR CO0.58%
ALLSTATE CORPORATION0.56%
AMAZON.COM INC0.54%
PAYPAL HOLDINGS0.54%
TARGET CORP0.51%
Fidelity Securities Lending Cash Central Fund0.50%
METLIFE INC0.47%
ONEOK INC0.46%
DELTA AIR LI0.46%
AMERICAN INTERNATIONAL GROUP0.44%

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