Compare INCM · RESM · LEND
INCM, RESM and LEND hold 229 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
- Materials
- Information Technology
- Health Care
- Industrials
- Everything else
- SQMQUIMICA Y-SP ADRIn 1 of 3INCMnot heldRESM10.6%LENDnot held
- ALBALBEMARLE CORPIn 1 of 3INCMnot heldRESM10.3%LENDnot held
- LYCLYNAS RARE EARTHS LIMITEDIn 1 of 3INCMnot heldRESM10.3%LENDnot held
- MPMp Materials CorpIn 1 of 3INCMnot heldRESM10.1%LENDnot held
- PLSPLS GROUP LIMITEDIn 1 of 3INCMnot heldRESM9.0%LENDnot held
- MAINMain Street Capital CorpIn 1 of 3INCMnot heldRESMnot heldLEND8.0%
- ALMAlmonty Industries IncIn 1 of 3INCMnot heldRESM8.0%LENDnot held
- HTGCHercules Capital IncIn 1 of 3INCMnot heldRESMnot heldLEND8.0%
- FSKFs Kkr Capital CorpIn 1 of 3INCMnot heldRESMnot heldLEND7.8%
- MSFTMICROSOFT CORPIn 1 of 3INCM7.8%RESMnot heldLENDnot 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 INCM already gives you
- INCM and LEND share 0 companies0.0%
- INCM and RESM share 0 companies0.0%
- RESM 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.