Compare LEND · INCM
LEND and INCM hold 204 companies between them. None is in both, and 0.0% 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
- Financials
- Information Technology
- Health Care
- Industrials
- Consumer Staples
- Everything else
- MAINMain Street Capital CorpIn 1 of 2LEND8.0%INCMnot held
- HTGCHercules Capital IncIn 1 of 2LEND8.0%INCMnot held
- FSKFs Kkr Capital CorpIn 1 of 2LEND7.8%INCMnot held
- MSFTMICROSOFT CORPIn 1 of 2LENDnot heldINCM7.8%
- ARCCAres Capital CorpIn 1 of 2LEND7.7%INCMnot held
- BXSLBlackstone Secured Lending FundIn 1 of 2LEND7.7%INCMnot held
- OBDCBlue Owl Capital CorpIn 1 of 2LEND7.5%INCMnot held
- GBDCGolub Capital BDC IncIn 1 of 2LEND7.3%INCMnot held
- AAPLAPPLE INCIn 1 of 2LENDnot heldINCM5.5%
- TSLXSixth Street Specialty Lending IncIn 1 of 2LEND5.0%INCMnot 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 LEND already gives you
- LEND and INCM 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.