Compare WYNC · INCM
WYNC and INCM hold at least 476 companies between them. 93 are in both, and 31.4% of each fund is the same companies.
We can see through 94.2% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
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
- Information Technology
- Financials
- Health Care
- Industrials
- Communication Services
- Everything else
- Cash
- MSFTMICROSOFT CORPIn all 2WYNC3.1%INCM7.8%
- AAPLAPPLE INCIn all 2WYNC3.9%INCM5.5%
- NVDANVIDIA CORPIn 1 of 2WYNC4.7%INCMnot held
- VZVERIZON COMMUNICATIONS INCIn all 2WYNC0.4%INCM4.2%
- AVGOBROADCOM INCIn all 2WYNC1.3%INCM3.8%
- XOMEXXON MOBIL CORPIn all 2WYNC0.9%INCM2.4%
- IBMINTERNATIONAL BUSINESS MACHINESIn all 2WYNC0.1%INCM2.3%
- CSCOCISCO SYSTEMS INCIn all 2WYNC0.5%INCM2.2%
- AMZNAMAZON.COM INCIn 1 of 2WYNC1.9%INCMnot held
- CVXCHEVRON CORPIn all 2WYNC0.9%INCM1.9%
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. The striped colours are money we cannot see inside a company (cash, bonds, a fund we cannot open).
What WYNC already gives you
- WYNC and INCM share 93 companies31.4%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
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.