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RMDFX vs HLIPX

Shared holdings
1
RMDFX covered by HLIPX
2.10%
HLIPX covered by RMDFX
2.10%

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%

HLIPX (Feb. 28, 2026)

SecurityWeight
JPMorgan Prime Money Market Fund, Institutional Class5.96%
US TREASURY N/B1.34%
G2SF 5 3/251.00%
US TREASURY N/B0.95%
US TREASURY N/B0.85%
US TREASURY N/B0.77%
US TREASURY N/B0.67%
US TREASURY N/B0.63%
US TREASURY N/B0.50%
U.S. Treasury STRIPS Coupon0.45%
US TREASURY N/B0.44%
US TREASURY N/B0.44%
US TREASURY N/B0.42%
FNMA, Grantor Trust, Series 2017-T1, Class A0.36%
US TREASURY N/B0.35%
US TREASURY N/B0.32%
FNMA UMBS, 30 Year0.28%
FNMA UMBS, 30 Year0.28%
US TREASURY N/B0.28%
US TREASURY N/B0.27%
FN MA45480.27%
G2 MA79360.26%
MULTIFAMILY CONNECTICUT AVENUE SECUR SER 2023-01 CL M10 V/R REGD 144A P/P 10.571800000.24%
U.S. Treasury STRIPS Coupon0.24%
US TREASURY N/B0.24%
FNMA UMBS, 30 Year0.24%
FNMA, REMIC, Series 2025-18, Class MA0.24%
FREMF Mortgage Trust, Series 2019-K92, Class D0.23%
US TREASURY N/B0.23%
FREMF Mortgage Trust, Series 2020-K116, Class D0.23%
GOVERNMENT NATIONAL MORTGAGE CORPORATION0.23%
Uniform Mortgage-Backed Security, TBA0.23%
US TREASURY N/B0.22%
MSCR 2021-MN1 M2 144A FRN 01-25-510.22%
FNMA, Other0.22%
FREMF Mortgage Trust, Series 2020-K122, Class D0.21%
FNMA ACES, Series 2024-M2, Class A20.21%
CITIGROUP INC0.21%
FNMA UMBS, 30 Year0.21%
vMobo, Inc.0.21%
FREMF Mortgage Trust, Series 2017-K69, Class D0.20%
FNMA UMBS, 30 Year0.20%
FNMA, Other0.20%
NZES 2025-FHT1 A 144A 6.545% 03-25-320.20%
FNMA, Other0.20%
Diversified Gas & Oil Corp.0.20%
FNMA, Other0.20%
FREMF Mortgage Trust, Series 2018-K84, Class D0.20%
GNMA, Series 2025-6, Class GA0.20%
FHLMC UMBS, 30 Year0.19%

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