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RMDFX vs JNBAX

Shared holdings
1
RMDFX covered by JNBAX
2.10%
JNBAX 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%

JNBAX (Jan. 31, 2026)

SecurityWeight
JPMorgan Nasdaq Equity Premium Income ETF9.82%
JPMorgan Prime Money Market Fund, Institutional Class2.11%
JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares1.22%
TSMC1.12%
MICROSOFT CORP0.87%
US TREASURY N/B0.83%
ASML Holding NV0.48%
BROADCOM INC0.42%
CHTR 4.75 03/01/30 144A0.40%
WALT DISNEY CO/T0.39%
SAFRAN SA0.35%
VOLVO AB-B0.34%
TRANE TECHNOLOGIES PLC0.33%
LOWES COS INC0.32%
JPMorgan Prime Money Market Fund, IM Shares0.32%
ABBVIE INC0.32%
ENGIE0.31%
JOHNSON&JOHNSON0.30%
NEXTERA ENERGY INC0.29%
META PLATFORMS INC CL A0.28%
JPMorgan Income ETF0.28%
BANK OF AMERICA CORPORATION0.28%
MUENCHENER RUE-R0.27%
SAMSUNG ELECTRONICS CO LTD0.27%
FIDELITY NATL INFORM SVCS INC0.26%
EMERSON ELECTRIC CO0.26%
EXXON MOBIL CORP0.25%
DBS GROUP HLDGS0.24%
MORGAN STANLEY0.24%
SIRIUS XM RADIO LLC REGD 144A P/P 4.000000000.24%
Royal Bank of Canada, ELN, 11.00%, 02/06/20260.23%
Barclays Bank plc, ELN, 11.20%, 02/27/20260.23%
YUM! BRANDS INC0.23%
ANALOG DEVICES INC0.23%
NORDEA BANK ABP0.22%
ALLIANZ SE (REGD)0.22%
Novartis AG (Registered)0.22%
Goldman Sachs International, ELN, 10.50%, 02/20/20260.22%
MASTERCARD INC CL A0.21%
CME GROUP INC CL A0.21%
FREMF Mortgage Trust, Series 2019-KW09, Class C0.21%
CCO Holdings LLC / CCO Holdings Capital Corp0.21%
TENCENT HOLDINGS LTD0.21%
SHELL PLC0.20%
ASTRAZENECA PLC0.19%
MCDONALDS CORP0.19%
BAKER HUGHES CO0.19%
BRISTOL-MYERS SQUIBB CO0.19%
DANSKE BANK A/S0.19%
UBS V9.25 PERP 144A0.18%

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