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RMDFX vs GLRBX

Shared holdings
1
RMDFX covered by GLRBX
3.15%
GLRBX covered by RMDFX
3.15%

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)

SecurityWeight
GMO Benchmark-Free Allocation Fund, Class IV25.96%
Wilshire Bridgewater Managed Alpha (Ireland) Fund, Class D3 Shares12.58%
ISHARES GOLD TRUST MUTUAL FUND8.79%
Lazard Global Investment Funds plc - Lazard Rathmore Alternative Fund, Class E shares6.95%
Victory Pioneer Multi-Asset Income Fund6.63%
JPMorgan Global Allocation Fund, Class R66.20%
Eaton Vance Global Macro Absolute Return Advantage Fund, Class R66.11%
Millennium International Ltd., Class GG6.01%
GMO Investments ICAV - GMO Equity Dislocation Investment Fund, Class A shares5.78%
Elliott Associates LP, Class C shares4.35%
BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTITUTIONAL 0.000000003.80%
SPDR Bridgewater All Weather ETF2.91%
JPMorgan Prime Money Market Fund, Institutional Class2.10%
ISHARES CORE 60 40 BALANCED ALLOCATION ETF1.82%

GLRBX (March 31, 2026)

SecurityWeight
US TREASURY N/B5.27%
US TREASURY N/B3.86%
US TREASURY N/B3.76%
ISHARES GOLD TRUST MUTUAL FUND3.15%
MICROSOFT CORP2.82%
APPLE INC2.73%
ALPHABET INC CL A2.65%
US TREASURY N/B2.49%
US TREASURY N/B2.44%
US TREASURY N/B2.44%
NVIDIA CORP2.32%
Federal National Mortgage Association 2.50%, Due 01/01/20572.05%
Federal Farm Credit Bank 2.75%, Due 11/06/20262.03%
JPMORGAN CHASE and CO2.01%
WALMART INC1.89%
US TREASURY N/B1.85%
FIRST AM-TR OB-X1.83%
Russell 2000 ETF1.54%
Nova Measuring Instruments Ltd1.53%
CATERPILLAR INC1.51%
AMAZON.COM INC1.50%
BROADCOM INC1.29%
JABIL INC1.26%
US TREASURY N/B1.24%
U.S. Treasury Bills1.23%
US TREASURY N/B1.20%
CHEVRON CORP1.18%
MCDONALDS CORP1.07%
LILLY ELI and CO1.04%
ENOVA INTL INC1.03%
JOHN DEERE CAP1.01%
GOLDMAN SACHS GROUP INC0.92%
META PLATFORMS INC CL A0.91%
ISHARES MSCI EAFE ETF MUTUAL FUND0.90%
MASTERCARD INC CL A0.90%
EXXON MOBIL CORP0.88%
HOME DEPOT INC0.84%
BERKSHIRE HATH-B0.79%
EATON CORP PLC0.78%
UNITED RENTALS INC0.73%
COMMSTCK0.73%
ABBVIE INC0.70%
ASML Holding NV - NY Reg Shares0.67%
JOHNSON&JOHNSON0.64%
UC Health LLC, Series 20250.64%
CVS HEALTH CORP0.63%
CASEY'S GENERAL0.62%
MORGAN STANLEY0.62%
Federal Home Loan Bank 5.00%, DUE 06/26/20290.62%
AMERICAN ELECTRIC POWER CO INC0.62%

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