Compare RESM · LEND · INCM
RESM, LEND and INCM hold 229 companies between them. None is in every one of them, and RESM 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 3RESM10.6%LENDnot heldINCMnot held
- ALBALBEMARLE CORPIn 1 of 3RESM10.3%LENDnot heldINCMnot held
- LYCLYNAS RARE EARTHS LIMITEDIn 1 of 3RESM10.3%LENDnot heldINCMnot held
- MPMp Materials CorpIn 1 of 3RESM10.1%LENDnot heldINCMnot held
- PLSPLS GROUP LIMITEDIn 1 of 3RESM9.0%LENDnot heldINCMnot held
- MAINMain Street Capital CorpIn 1 of 3RESMnot heldLEND8.0%INCMnot held
- ALMAlmonty Industries IncIn 1 of 3RESM8.0%LENDnot heldINCMnot held
- HTGCHercules Capital IncIn 1 of 3RESMnot heldLEND8.0%INCMnot held
- FSKFs Kkr Capital CorpIn 1 of 3RESMnot heldLEND7.8%INCMnot held
- MSFTMICROSOFT CORPIn 1 of 3RESMnot heldLENDnot 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 RESM already gives you
- RESM and INCM share 0 companies0.0%
- RESM and LEND share 0 companies0.0%
- 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.