Compare INCM · MOON · LEND
INCM, MOON and LEND hold 240 companies between them. None is in every one of them, and INCM and LEND are the most alike: 0.0% 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
- Financials
- Communication Services
- Industrials
- Information Technology
- Health Care
- Everything else
- SPCXSPACE EXPLORATION TECHNOLOGIESIn 1 of 3INCMnot heldMOON26.9%LENDnot held
- RKLBROCKET LAB CORPIn 1 of 3INCMnot heldMOON10.5%LENDnot held
- VSATVIASAT INCIn 1 of 3INCMnot heldMOON9.9%LENDnot held
- ASTSAST SPACEMOBILE INCIn 1 of 3INCMnot heldMOON9.8%LENDnot held
- MAINMain Street Capital CorpIn 1 of 3INCMnot heldMOONnot heldLEND8.0%
- HTGCHercules Capital IncIn 1 of 3INCMnot heldMOONnot heldLEND8.0%
- FSKFs Kkr Capital CorpIn 1 of 3INCMnot heldMOONnot heldLEND7.8%
- MSFTMICROSOFT CORPIn 1 of 3INCM7.8%MOONnot heldLENDnot held
- ARCCAres Capital CorpIn 1 of 3INCMnot heldMOONnot heldLEND7.7%
- BXSLBlackstone Secured Lending FundIn 1 of 3INCMnot heldMOONnot heldLEND7.7%
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 INCM already gives you
- INCM and LEND share 0 companies0.0%
- INCM and MOON share 0 companies0.0%
- MOON and LEND 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.