Compare IJH · IACT · CNEW
IJH, IACT and CNEW hold 748 companies between them. None is in every one of them, and IJH and IACT are the most alike: 0.9% 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
- Health Care
- Industrials
- Consumer Discretionary
- Consumer Staples
- Everything else
- NVDANVIDIA CORPIn 1 of 3IJHnot heldIACT8.4%CNEWnot held
- AAPLAPPLE INCIn 1 of 3IJHnot heldIACT7.7%CNEWnot held
- MSFTMICROSOFT CORPIn 1 of 3IJHnot heldIACT4.9%CNEWnot held
- AMZNAMAZON.COM INCIn 1 of 3IJHnot heldIACT4.0%CNEWnot held
- JPMJPMORGAN CHASE & COIn 1 of 3IJHnot heldIACT3.3%CNEWnot held
- METAMETA PLATFORMS INCIn 1 of 3IJHnot heldIACT2.8%CNEWnot held
- XOMEXXON MOBIL CORPIn 1 of 3IJHnot heldIACT2.7%CNEWnot held
- AVGOBROADCOM INCIn 1 of 3IJHnot heldIACT2.5%CNEWnot held
- GOOGLALPHABET INC-AIn 1 of 3IJHnot heldIACT2.4%CNEWnot held
- JNJJOHNSON & JOHNSONIn 1 of 3IJHnot heldIACT2.0%CNEWnot 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 IJH already gives you
- IJH and IACT share 29 companies0.9%
- IJH and CNEW share 0 companies0.0%
- IACT and CNEW share 0 companies0.0%
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.