Compare IFRA · WDMF · GRIN
IFRA, WDMF and GRIN hold 652 companies between them. None is in every one of them, and IFRA and WDMF are the most alike: 1.4% 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
- Industrials
- Utilities
- Information Technology
- Financials
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn 1 of 3IFRAnot heldWDMF5.7%GRINnot held
- AENAAENA SME SAIn 1 of 3IFRA5.1%WDMFnot heldGRINnot held
- AAPLAPPLE INCIn 1 of 3IFRAnot heldWDMF5.1%GRINnot held
- TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%WDMFnot heldGRINnot held
- NEENEXTERA ENERGY INCIn 1 of 3IFRA4.8%WDMFnot heldGRINnot held
- MSFTMICROSOFT CORPIn 1 of 3IFRAnot heldWDMF3.9%GRINnot held
- UNPUNION PACIFIC CORPIn 1 of 3IFRA3.9%WDMFnot heldGRINnot held
- GOOGALPHABET INC-CIn 1 of 3IFRAnot heldWDMF3.5%GRINnot held
- SOSOUTHERN CO/THEIn 1 of 3IFRA3.2%WDMFnot heldGRINnot held
- DUKDUKE ENERGY CORPIn 1 of 3IFRA3.0%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 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.
- IFRA 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.