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RMDFX vs MAMB

Shared holdings
1
RMDFX covered by MAMB
6.46%
MAMB covered by RMDFX
6.46%

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%

MAMB (Feb. 28, 2026)

SecurityWeight
ISHARES MBS ETF MUTUAL FUND18.73%
iShares Trust IBOXX USD INVST GRADE CORP16.18%
ISHARES 7-10 YEAR TSY. BD13.79%
iShares Trust CORE US AGGREGATE BD ETF12.47%
iShares 1-3 Yr Treas11.15%
ISHARES GOLD TRUST MUTUAL FUND6.46%
OPTION6.33%
INVESCO TAXABLE MUNICIPAL BOND6.25%
State Street SPDR Bloomberg Convertible Securities ETF6.16%
State Street SPDR Portfolio Short Term Corporate Bond ETF2.47%

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