Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
RMDFX vs BLUIX
Shared holdings
1
RMDFX covered by BLUIX
3.04%
BLUIX covered by RMDFX
3.04%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
RMDFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| GMO Benchmark-Free Allocation Fund, Class IV | 25.96% | |
| Wilshire Bridgewater Managed Alpha (Ireland) Fund, Class D3 Shares | 12.58% | |
| ISHARES GOLD TRUST MUTUAL FUND | 8.79% | |
| Lazard Global Investment Funds plc - Lazard Rathmore Alternative Fund, Class E shares | 6.95% | |
| Victory Pioneer Multi-Asset Income Fund | 6.63% | |
| JPMorgan Global Allocation Fund, Class R6 | 6.20% | |
| Eaton Vance Global Macro Absolute Return Advantage Fund, Class R6 | 6.11% | |
| Millennium International Ltd., Class GG | 6.01% | |
| GMO Investments ICAV - GMO Equity Dislocation Investment Fund, Class A shares | 5.78% | |
| Elliott Associates LP, Class C shares | 4.35% | |
| BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTITUTIONAL 0.00000000 | 3.80% | |
| SPDR Bridgewater All Weather ETF | 2.91% | |
| JPMorgan Prime Money Market Fund, Institutional Class | 2.10% | |
| ISHARES CORE 60 40 BALANCED ALLOCATION ETF | 1.82% |
BLUIX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 6.02% | |
| APPLE INC | 4.44% | |
| ISHARES GOLD TRUST MUTUAL FUND | 3.04% | |
| Direxion Daily S&P 500 Bull 3X Shares | 2.96% | |
| ISHARES MSCI SOUTH KOREA ETF | 2.80% | |
| ALPHABET INC CL A | 2.22% | |
| ALPHABET INC CL C | 1.78% | |
| ISHARES 3-7 YEAR TSY. BD. | 1.49% | |
| iShares 1-3 Yr Treas | 1.48% | |
| Xtrackers Harvest CSI 300 China A-Shares ETF ETF | 1.46% | |
| Invesco Short Term Treasury ETF | 1.27% | |
| ISHARES MSCI CHILE ETF MUTUAL FUND | 1.16% | |
| BERKSHIRE HATH-B | 1.12% | |
| FRST AM-GV OB-X | 1.11% | |
| WELLTOWER INC | 1.07% | |
| WISDOMTREE FLOATING RATE TRE MUTUAL FUND | 1.06% | |
| PROLOGIS INC REIT | 1.04% | |
| LILLY ELI and CO | 1.03% | |
| WALMART INC | 0.95% | |
| PRO ULTRA S&P500 | 0.94% | |
| BROADCOM INC | 0.94% | |
| EQUINIX INC | 0.93% | |
| COMFORT SYSTEMS USA INC | 0.86% | |
| EXXON MOBIL CORP | 0.85% | |
| JOHNSON&JOHNSON | 0.76% | |
| ClearShares Ultra-Short Maturity ETF | 0.76% | |
| ISHARES MSCI CHINA ETF MUTUAL FUND | 0.74% | |
| iShares China Large-Cap ETF | 0.74% | |
| ISHARES MSCI TAIWAN ETF MUTUAL FUND | 0.66% | |
| DIGITAL REALTY TRUST INC | 0.63% | |
| GENERAL ELECTRIC CO | 0.62% | |
| CIENA CORP | 0.61% | |
| SIMON PROPERTY | 0.61% | |
| REALTY INCOME CORP REIT | 0.60% | |
| Sumitomo Metal Mining Company Ltd. ADR | 0.58% | |
| COSTCO WHOLESALE CORP | 0.56% | |
| COMMSTCK | 0.54% | |
| LINDE PLC | 0.53% | |
| AMERICAN TOWER CORP | 0.51% | |
| ABBVIE INC | 0.51% | |
| ISHARES MSCI THAILAND ETF MUTUAL FUND | 0.51% | |
| ISHARES MSCI BRAZIL ETF MUTUAL FUND | 0.50% | |
| INTERACTIVE BROKERS GROUP INC | 0.50% | |
| CURTISS WRIGHT CORPORATION | 0.49% | |
| JPMORGAN CHASE and CO | 0.48% | |
| ISHARES MSCI MEXICO ETF MUTUAL FUND | 0.45% | |
| LUMENTUM HOLDINGS INC | 0.45% | |
| VENTAS INC REIT | 0.43% | |
| CATERPILLAR INC | 0.42% | |
| CISCO SYSTEMS INC | 0.42% |
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