FMO vs INCE

vs

Quick Verdict

INCE offers more diversification with 81 holdings.

Side-by-Side Comparison

MetricFMOINCE
Fund FamilyFiduciary/Claymore Energy Infrastructure FundFranklin Templeton Investments (US)
Expense Ratio-0.29%
AUM$275M$108M
Dividend Yield-4.95%
Holdings Count-81
Inception Date-2016-09-20
Investment Style-Large Cap Value
1-Month Return-+4.05%
YTD Return-+9.87%
1-Year Return-+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score-78
Momentum Score-88
Value Score-59

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
19
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, FMO or INCE?

Expense ratio data is not currently available.

Do FMO and INCE hold the same stocks?

FMO and INCE share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMO or INCE?

Historical return data is not currently available for comparison.