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OFVIX vs MBOVX

Shared holdings
44
OFVIX covered by MBOVX
24.94%
MBOVX covered by OFVIX
24.94%

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%

MBOVX (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP5.16%
JPMORGAN CHASE and CO4.63%
JOHNSON&JOHNSON3.98%
BANK OF AMERICA CORPORATION2.58%
MORGAN STANLEY2.14%
GOLDMAN SACHS GROUP INC2.12%
WALT DISNEY CO/T2.05%
iShares Trust RUSSELL 1000 VALUE ETF2.05%
WELLS FARGO & CO1.97%
VERIZON COMMUNICATIONS INC1.86%
AT&T INC1.81%
QUALCOMM INC1.64%
PROCTER & GAMBLE1.63%
PEPSICO INC1.60%
AMGEN INC1.47%
LOWES COS INC1.47%
MERCK & CO1.45%
CITIGROUP INC1.41%
HCA HEALTHCARE INC1.33%
ALTRIA GROUP INC1.32%
GILEAD SCIENCES INC1.28%
MICRON TECHNOLOGY INC1.25%
NEWMONT CORP1.15%
MEDTRONIC PLC1.14%
T-MOBILE US INC1.13%
CHUBB LTD1.12%
AMERICAN EXPRESS CO1.01%
FEDEX CORP0.98%
3M CO0.92%
KINDER MORGAN INC0.89%
TRAVELERS COS IN0.88%
PHILLIPS 660.87%
UNITED PARCEL SERVICE INC CL B0.87%
DUKE ENERGY CORP NEW0.83%
GENERAL DYNAMICS CORPORATION0.82%
EOG RESOURCES INC0.81%
SCHWAB CHARLES CORP0.80%
CVS HEALTH CORP0.78%
META PLATFORMS INC CL A0.75%
GENERAL MOTORS CO0.73%
BANK OF NEW YORK MELLON CORP0.69%
DIAMONDBACK ENERGY INC0.68%
MONDELEZ INTL INC0.66%
TARGET CORP0.65%
DELL TECHNOLOGIES INC CL C0.65%
CENCORA INC0.64%
PNC FINANCIAL SERVICES GRP INC0.60%
CORTEVA INC0.58%
FORD MOTOR CO0.54%
PFIZER INC0.54%

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