Compare IFRA · WDMF
IFRA and WDMF hold 601 companies between them. 12 are in both, and 1.4% of each fund 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
- Utilities
- Industrials
- Information Technology
- Energy
- Financials
- Everything else
- NVDANVIDIA CORPIn 1 of 2IFRAnot heldWDMF5.7%
- AENAAENA SME SAIn 1 of 2IFRA5.1%WDMFnot held
- AAPLAPPLE INCIn 1 of 2IFRAnot heldWDMF5.1%
- TCLTRANSURBAN GROUPIn 1 of 2IFRA4.9%WDMFnot held
- NEENEXTERA ENERGY INCIn 1 of 2IFRA4.8%WDMFnot held
- MSFTMICROSOFT CORPIn 1 of 2IFRAnot heldWDMF3.9%
- UNPUNION PACIFIC CORPIn 1 of 2IFRA3.9%WDMFnot held
- GOOGALPHABET INC-CIn 1 of 2IFRAnot heldWDMF3.5%
- SOSOUTHERN CO/THEIn 1 of 2IFRA3.2%WDMFnot held
- DUKDUKE ENERGY CORPIn 1 of 2IFRA3.0%WDMFnot 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 IFRA already gives you
- IFRA and WDMF share 12 companies1.4%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.