{
  "page": "compare",
  "query": {
    "a": "BOPAX",
    "b": "USGLX"
  },
  "retrieved_at": "2026-07-07T15:25:51+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Sterling Capital Special Opportunities Fund",
    "ticker": "BOPAX",
    "slug": "BOPAX",
    "series_id": "S000003543",
    "html_url": "https://fundwatcher.app/funds/BOPAX/"
  },
  "fund_b": {
    "name": "U.S. Global Leaders Growth Fund",
    "ticker": "USGLX",
    "slug": "USGLX",
    "series_id": "S000000620",
    "html_url": "https://fundwatcher.app/funds/USGLX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3657663131565363720049126973",
    "coverage_b_by_a": "0.3657663131565363720049126972",
    "shared_count": 11,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "21868364.80",
        "weight": "0.07006872",
        "shared": true
      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "17450529.95",
        "weight": "0.05591347",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "17273848.62",
        "weight": "0.05534737",
        "shared": true
      },
      {
        "name": "Federated Hermes Treasury Oligations Fund",
        "value": "13951323.35",
        "weight": "0.04470162",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "13864742.17",
        "weight": "0.04442420",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "13224453.06",
        "weight": "0.04237264",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "13118824.80",
        "weight": "0.04203420",
        "shared": true
      },
      {
        "name": "AKAMAI TECHNOLOGIES INC",
        "value": "11914653.85",
        "weight": "0.03817590",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "11529746.25",
        "weight": "0.03694261",
        "shared": false
      },
      {
        "name": "NATERA INC",
        "value": "11480025.97",
        "weight": "0.03678330",
        "shared": false
      },
      {
        "name": "SYNOPSYS INC",
        "value": "10553108.16",
        "weight": "0.03381335",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "10400672.62",
        "weight": "0.03332493",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "10325425.12",
        "weight": "0.03308383",
        "shared": true
      },
      {
        "name": "TAKE-TWO INTERACTV SOFTWR INC",
        "value": "10125035.00",
        "weight": "0.03244176",
        "shared": false
      },
      {
        "name": "CRH PLC",
        "value": "9176345.28",
        "weight": "0.02940205",
        "shared": false
      },
      {
        "name": "LENNAR CORP CL A",
        "value": "8824941.32",
        "weight": "0.02827611",
        "shared": false
      },
      {
        "name": "NXP SEMICONDUCTO",
        "value": "8424623.70",
        "weight": "0.02699345",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "8356620.00",
        "weight": "0.02677556",
        "shared": true
      },
      {
        "name": "MUELLER INDUSTRIES INC",
        "value": "8213050.00",
        "weight": "0.02631554",
        "shared": false
      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "8010296.25",
        "weight": "0.02566590",
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      },
      {
        "name": "TEVA PHARMACEUTICAL IND ADR",
        "value": "7803700.44",
        "weight": "0.02500394",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "7781086.04",
        "weight": "0.02493148",
        "shared": true
      },
      {
        "name": "COHERENT CORP",
        "value": "7485511.04",
        "weight": "0.02398442",
        "shared": false
      },
      {
        "name": "T-MOBILE US INC",
        "value": "6543904.71",
        "weight": "0.02096741",
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      },
      {
        "name": "ONEOK INC",
        "value": "6247937.58",
        "weight": "0.02001910",
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      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "6095970.92",
        "weight": "0.01953218",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "5290378.92",
        "weight": "0.01695097",
        "shared": true
      },
      {
        "name": "DEERE & CO",
        "value": "4738479.60",
        "weight": "0.01518263",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "4314287.64",
        "weight": "0.01382347",
        "shared": true
      },
      {
        "name": "DEXCOM INC",
        "value": "3539156.80",
        "weight": "0.01133986",
        "shared": false
      },
      {
        "name": "F5 INC",
        "value": "3302412.62",
        "weight": "0.01058130",
        "shared": false
      },
      {
        "name": "CACI INTL-A",
        "value": "3181095.63",
        "weight": "0.01019259",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "2972461.05",
        "weight": "0.00952410",
        "shared": true
      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "1609016.00",
        "weight": "0.00515547",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "1585618.02",
        "weight": "0.00508050",
        "shared": false
      },
      {
        "name": "UNIVERSAL DISPLAY CORP",
        "value": "1521189.36",
        "weight": "0.00487406",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "119382473.82",
        "weight": "0.08568947",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "116998316.70",
        "weight": "0.08397819",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "98865581.85",
        "weight": "0.07096301",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "73241642.56",
        "weight": "0.05257085",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "65407135.50",
        "weight": "0.04694745",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "61061449.56",
        "weight": "0.04382824",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "56289391.68",
        "weight": "0.04040299",
        "shared": false
      },
      {
        "name": "YUM! BRANDS INC",
        "value": "55666512.00",
        "weight": "0.03995590",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "50866642.84",
        "weight": "0.03651069",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "48558791.16",
        "weight": "0.03485417",
        "shared": true
      },
      {
        "name": "CANADIAN PACIFIC KANSAS CITY LTD",
        "value": "48035460.06",
        "weight": "0.03447854",
        "shared": false
      },
      {
        "name": "SYNOPSYS INC",
        "value": "44614761.03",
        "weight": "0.03202326",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "41795442.91",
        "weight": "0.02999963",
        "shared": false
      },
      {
        "name": "AON PLC-CLASS A",
        "value": "39749173.04",
        "weight": "0.02853087",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "37573665.20",
        "weight": "0.02696935",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "36684650.66",
        "weight": "0.02633124",
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      },
      {
        "name": "BROADCOM INC",
        "value": "35357661.20",
        "weight": "0.02537876",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "35092683.99",
        "weight": "0.02518857",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "35004312.28",
        "weight": "0.02512514",
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      },
      {
        "name": "WW GRAINGER INC",
        "value": "34889621.58",
        "weight": "0.02504282",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "33881494.35",
        "weight": "0.02431921",
        "shared": false
      },
      {
        "name": "CHIPOTLE MEXICAN GRILL INC",
        "value": "30295122.52",
        "weight": "0.02174501",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "29518148.94",
        "weight": "0.02118732",
        "shared": false
      },
      {
        "name": "COOPER COS INC",
        "value": "29007901.00",
        "weight": "0.02082108",
        "shared": false
      },
      {
        "name": "ECOLAB INC",
        "value": "28585890.28",
        "weight": "0.02051817",
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      },
      {
        "name": "NIKE INC CL B",
        "value": "27975762.29",
        "weight": "0.02008024",
        "shared": false
      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "22817920.56",
        "weight": "0.01637808",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "22766635.70",
        "weight": "0.01634127",
        "shared": true
      },
      {
        "name": "GARTNER INC",
        "value": "19692021.06",
        "weight": "0.01413439",
        "shared": false
      },
      {
        "name": "SSC GOVERNMENT MM GVMXX   /",
        "value": "11252199.79",
        "weight": "0.00807652",
        "shared": false
      },
      {
        "name": "JH COLLATERAL",
        "value": "2270338.41",
        "weight": "0.00162959",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007809",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/889284/000091047226007809/0000910472-26-007809-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000045291-26-000012",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/45291/000004529126000012/0000045291-26-000012-index.htm"
    }
  ]
}