Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

WEFIX vs LUTAX

Shared holdings

WEFIX covered by LUTAX

5.10%

LUTAX covered by WEFIX

5.10%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

WEFIX (March 31, 2026)

Security	Weight
JPM-US GV MM-L	4.20%
US TREASURY N/B	1.46%
US TREASURY N/B	1.32%
US TREASURY N/B	1.12%	●
US TREASURY N/B	1.11%
FEDERAL HOME LOAN MORTGAGE CORPORATION	1.05%
US TREASURY N/B	1.02%	●
US TREASURY N/B	1.00%	●
US TREASURY N/B	1.00%	●
US TREASURY N/B	0.98%
FEDERAL HOME LOAN MORTGAGE CORP	0.95%
FEDERAL HOME LOAN MORTGAGE CORP	0.86%
US TREASURY N/B	0.80%
US TREASURY N/B	0.78%	●
US TREASURY N/B	0.77%	●
FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.75%
US TREASURY N/B	0.73%	●
CONCENTRIX CORP	0.73%
PFP Ltd., Series 2026-13, Class A	0.73%
NMNL 2025-1A A	0.69%
GS REFT 2026 FL1 ISSUER LTD	0.66%
STGW 5.625 08/15/29 144A	0.66%
IT 3.75 10/01/30 144A	0.65%
US TREASURY N/B	0.65%	●
ACRES Commercial Realty Issuer LLC, Series 2026-FL4, Class A	0.59%
UNITED AUTO CREDIT SECURITIZATION TRUST	0.57%
FEDERAL HOME LOAN MORTGAGE CORPORATION	0.56%
US TREASURY N/B	0.53%	●
US TREASURY N/B	0.53%	●
FIRST HELP FINANCIAL LLC FHF 2025 1A A2 144A	0.53%
ACREC Ltd., Series 2021-FL1, Class D	0.52%
FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.52%
EFMT 2026-NQM1 A1A	0.52%
UNITED AUTO CREDIT SECURITIZATION TRUST 2025 1	0.51%
BRIGHTWOOD CAPITAL OFFSHORE FUND V U RN LLC	0.51%
FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.50%
BHG OWNER LOAN TRUST SERIES 2025-1CON SER 2025-1CON CL A REGD 144A P/P 5.00000000	0.50%
FR RB5379	0.50%
Dwight Issuer LLC, Series 2025-FL1, Class A	0.50%
HNI Corp SR SER 144A 5.125 1.18.2029 Callable 7/18/2028 @100	0.49%
LOANCORE 2021 CRE5 ISSUER LTD	0.49%
SWCH COMMERCIAL MORTGAGE TRUST SWCH 2025 DATA A 144A	0.49%
STWD 2025-SIF6A A1	0.49%
NRZT 2025-NQM5 A1 144A FRN 08-25-65	0.47%
US TREASURY N/B	0.46%	●
Arbor Realty Collateralized Loan Obligation Ltd., Series 2025-BTR1, Class AS	0.46%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION	0.46%
HIGHWOODS REALTY	0.46%
FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.46%
PSP MASTER ISSUER LLC	0.46%

LUTAX (Jan. 31, 2026)

Security	Weight
US TREASURY N/B	0.90%
US TREASURY N/B	0.89%
US TREASURY N/B	0.88%
US TREASURY N/B	0.87%
US TREASURY N/B	0.86%
US TREASURY N/B	0.85%	●
US TREASURY N/B	0.85%	●
US TREASURY N/B	0.84%
US TREASURY N/B	0.79%	●
US TREASURY N/B	0.77%
US TREASURY N/B	0.72%
US TREASURY N/B	0.70%
US TREASURY N/B	0.70%
US TREASURY N/B	0.70%
US TREASURY N/B	0.70%
US TREASURY N/B	0.70%
US TREASURY N/B	0.70%
US TREASURY N/B	0.69%
US TREASURY N/B	0.69%
US TREASURY N/B	0.66%
US TREASURY N/B	0.66%
US TREASURY N/B	0.65%
US TREASURY N/B	0.64%
US TREASURY N/B	0.57%
US TREASURY N/B	0.54%
US TREASURY N/B	0.54%
US TREASURY N/B	0.53%
US TREASURY N/B	0.53%
US TREASURY N/B	0.53%
US TREASURY N/B	0.52%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.51%
US TREASURY N/B	0.50%
US TREASURY N/B	0.50%
US TREASURY N/B	0.50%
US TREASURY N/B	0.50%
US TREASURY N/B	0.50%
US TREASURY N/B	0.50%
US TREASURY N/B	0.50%
US TREASURY N/B	0.50%
US TREASURY N/B	0.49%
US TREASURY N/B	0.49%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.