Compare GLIN · WDMF · GRIN
GLIN, WDMF and GRIN hold at least 653 companies between them. None is in every one of them, and GLIN and WDMF are the most alike: 1.4% of each is the same companies.
We can see through 99.4% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
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
- Industrials
- Utilities
- Information Technology
- Financials
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn 1 of 3GLINnot heldWDMF5.7%GRINnot held
- AAPLAPPLE INCIn 1 of 3GLINnot heldWDMF5.1%GRINnot held
- AENAAENA SME SAIn 1 of 3GLIN5.1%WDMFnot heldGRINnot held
- TCLTRANSURBAN GROUPIn 1 of 3GLIN4.8%WDMFnot heldGRINnot held
- NEENEXTERA ENERGY INCIn 1 of 3GLIN4.7%WDMFnot heldGRINnot held
- MSFTMICROSOFT CORPIn 1 of 3GLINnot heldWDMF3.9%GRINnot held
- UNPUNION PACIFIC CORPIn 1 of 3GLIN3.9%WDMFnot heldGRINnot held
- GOOGALPHABET INC-CIn 1 of 3GLINnot heldWDMF3.5%GRINnot held
- SOSOUTHERN CO/THEIn 1 of 3GLIN3.2%WDMFnot heldGRINnot held
- DUKDUKE ENERGY CORPIn 1 of 3GLIN3.0%WDMFnot heldGRINnot 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 GLIN already gives you
- GLIN and WDMF share 12 companies1.4%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GLIN 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.