Compare GARP · WDMF · GRIN
GARP, WDMF and GRIN hold 634 companies between them. None is in every one of them, and GARP and WDMF are the most alike: 32.6% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Consumer Discretionary
- Communication Services
- Everything else
- MSFTMICROSOFT CORPIn 2 of 3GARP6.2%WDMF3.9%GRINnot held
- METAMETA PLATFORMS INCIn 2 of 3GARP6.1%WDMF1.5%GRINnot held
- NVDANVIDIA CORPIn 2 of 3GARP5.5%WDMF5.7%GRINnot held
- AAPLAPPLE INCIn 1 of 3GARPnot heldWDMF5.1%GRINnot held
- LLYELI LILLY & COIn 2 of 3GARP5.1%WDMF0.9%GRINnot held
- GOOGALPHABET INC-CIn 2 of 3GARP4.7%WDMF3.5%GRINnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%WDMF0.3%GRINnot held
- ASMLASML HOLDING NVIn 2 of 3GARP3.1%WDMF0.7%GRINnot held
- GEGE AEROSPACEIn 2 of 3GARP2.5%WDMF0.5%GRINnot held
- AMZNAMAZON.COM INCIn 1 of 3GARPnot heldWDMF2.3%GRINnot held
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What GARP already gives you
- GARP and WDMF share 107 companies32.6%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GARP and GRIN share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- WDMF and GRIN share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.