Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SAMIX vs MXIVX
Shared holdings
1
SAMIX covered by MXIVX
8.60%
MXIVX covered by SAMIX
8.60%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 11 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SAMIX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| VANG-IN B I-ADM | 19.89% | |
| SARATOGA-L VAL-I | 15.39% | |
| SARATOGA-LCG-I | 15.31% | |
| SARATOGA-M/C-I | 13.48% | |
| Dreyfus Instl Resv PFD GOVT INSTL | 8.60% | |
| SARATOGA-S/C-I | 7.39% | |
| VANG-TO INT-ADM | 5.59% | |
| EV-GL MAC AR-I | 5.02% | |
| SARATOGA-A/T T-I | 4.40% | |
| SAT-HL & BIO-I | 2.53% | |
| VAN-ST BD I-ADM | 2.40% |
MXIVX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Dreyfus Instl Resv PFD GOVT INSTL | 9.29% | |
| Total S.A. | 2.47% | |
| FRANCO-NEVADA CORP | 1.68% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.39% | |
| NatWest Group PLC ORD GBP1.0769 | 1.35% | |
| Roche Holding AG CHF0.001 | 1.28% | |
| Schneider Electric SE EUR4.00 | 1.27% | |
| UBS GROUP AG USD0.10 (REG S) | 1.25% | |
| NOVARTIS AG-REG | 1.24% | |
| LEGRAND SA | 1.16% | |
| Deutsche Boerse AG NPV(REGD) | 1.08% | |
| WHEATON PRECIOUS METALS CORP | 1.01% | |
| Haleon PLC ORD GBP0.01 | 0.93% | |
| AGNICO EAGLE MINES LTD | 0.90% | |
| Glencore PLC ORD USD0.01 | 0.89% | |
| Resona Holdings Inc. NPV | 0.89% | |
| Shell PLC ORD EUR0.07 | 0.82% | |
| Mitsubishi Electric Corporation | 0.77% | |
| EURONEXT NV /EUR/ 144A 0.00000000 | 0.77% | |
| SANDOZ GRP. AG | 0.76% | |
| Lloyds TSB Group plc | 0.75% | |
| GSK plc ORD GBP0.3125 | 0.75% | |
| AIB GRP. PLC | 0.75% | |
| LONDON STOCK EXCHANGE GRP | 0.74% | |
| CFD_EQS GOLDUS3 CAIXABANK | 0.73% | |
| SYMRISE AG | 0.72% | |
| ArcelorMittal S.A. NPV | 0.71% | |
| BANK OF IRELAND GRP. PLC | 0.67% | |
| ASSA ABLOY AB-B | 0.67% | |
| SAP SE | 0.66% | |
| SANOFI | 0.65% | |
| Aker BP ASA NOK1 | 0.63% | |
| WILLIS TOWERS WA | 0.62% | |
| TOYO SUISAN KAI | 0.60% | |
| RIO TINTO LTD /AUD/ 0.00000000 | 0.60% | |
| DEUTSCHE BANK AG-REGISTERED /EUR/ 0.00000000 | 0.58% | |
| IMI PLC | 0.57% | |
| CRH PLC | 0.56% | |
| EXPERIAN PLC | 0.55% | |
| VOLVO AB-B | 0.50% | |
| SAINT GOBAIN | 0.50% | |
| CFD_EQS GOLDUS33 5705946 | 0.49% | |
| Repsol YPF S.A. | 0.49% | |
| JULIUS BAER GRP. LTD | 0.49% | |
| AGILENT TECHNOLOGIES INC | 0.48% | |
| RYANAIR HOLDINGS PLC SPON ADR | 0.46% | |
| SMITH & NEPHEW | 0.45% | |
| HSBC Holdings PLC ORD USD0.50 | 0.45% | |
| Munich Reinsurance AG NPV(REGD) | 0.45% | |
| VODAFONE GROUP | 0.45% |
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