Compare LEND · RESM · INCM
LEND, RESM and INCM hold 229 companies between them. None is in every one of them, and LEND and INCM 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 3LENDnot heldRESM10.6%INCMnot held
- ALBALBEMARLE CORPIn 1 of 3LENDnot heldRESM10.3%INCMnot held
- LYCLYNAS RARE EARTHS LIMITEDIn 1 of 3LENDnot heldRESM10.3%INCMnot held
- MPMp Materials CorpIn 1 of 3LENDnot heldRESM10.1%INCMnot held
- PLSPLS GROUP LIMITEDIn 1 of 3LENDnot heldRESM9.0%INCMnot held
- MAINMain Street Capital CorpIn 1 of 3LEND8.0%RESMnot heldINCMnot held
- ALMAlmonty Industries IncIn 1 of 3LENDnot heldRESM8.0%INCMnot held
- HTGCHercules Capital IncIn 1 of 3LEND8.0%RESMnot heldINCMnot held
- FSKFs Kkr Capital CorpIn 1 of 3LEND7.8%RESMnot heldINCMnot held
- MSFTMICROSOFT CORPIn 1 of 3LENDnot heldRESMnot heldINCM7.8%
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%
- LEND and RESM share 0 companies0.0%
- RESM 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.