{
  "page": "compare",
  "query": {
    "a": "BOPIX",
    "b": "POLRX"
  },
  "retrieved_at": "2026-07-07T19:23:52+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": "BOPIX",
    "slug": "BOPIX",
    "series_id": "S000003543",
    "html_url": "https://fundwatcher.app/funds/BOPIX/"
  },
  "fund_b": {
    "name": "Polen Growth Fund",
    "ticker": "POLRX",
    "slug": "POLRX",
    "series_id": "S000029264",
    "html_url": "https://fundwatcher.app/funds/POLRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3415499708301160757285474758",
    "coverage_b_by_a": "0.3415499708301160757285474759",
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    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "17450529.95",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "17273848.62",
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      },
      {
        "name": "Federated Hermes Treasury Oligations Fund",
        "value": "13951323.35",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "13864742.17",
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      },
      {
        "name": "LILLY ELI and CO",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "AKAMAI TECHNOLOGIES INC",
        "value": "11914653.85",
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      },
      {
        "name": "ORACLE CORP",
        "value": "11529746.25",
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      },
      {
        "name": "NATERA INC",
        "value": "11480025.97",
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      },
      {
        "name": "SYNOPSYS INC",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "10400672.62",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "10325425.12",
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      },
      {
        "name": "TAKE-TWO INTERACTV SOFTWR INC",
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      {
        "name": "CRH PLC",
        "value": "9176345.28",
        "weight": "0.02940205",
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      },
      {
        "name": "LENNAR CORP CL A",
        "value": "8824941.32",
        "weight": "0.02827611",
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      },
      {
        "name": "NXP SEMICONDUCTO",
        "value": "8424623.70",
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      },
      {
        "name": "DANAHER CORP",
        "value": "8356620.00",
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      {
        "name": "MUELLER INDUSTRIES INC",
        "value": "8213050.00",
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      {
        "name": "VERISK ANALYTICS INC",
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      {
        "name": "TEVA PHARMACEUTICAL IND ADR",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "COHERENT CORP",
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      {
        "name": "T-MOBILE US INC",
        "value": "6543904.71",
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      {
        "name": "ONEOK INC",
        "value": "6247937.58",
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      {
        "name": "CBRE GROUP INC - CL A",
        "value": "6095970.92",
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      },
      {
        "name": "S&P GLOBAL INC",
        "value": "5290378.92",
        "weight": "0.01695097",
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      },
      {
        "name": "DEERE & CO",
        "value": "4738479.60",
        "weight": "0.01518263",
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      },
      {
        "name": "INTUIT INC",
        "value": "4314287.64",
        "weight": "0.01382347",
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      },
      {
        "name": "DEXCOM INC",
        "value": "3539156.80",
        "weight": "0.01133986",
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      },
      {
        "name": "F5 INC",
        "value": "3302412.62",
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      },
      {
        "name": "CACI INTL-A",
        "value": "3181095.63",
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      },
      {
        "name": "SERVICENOW INC",
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      },
      {
        "name": "HCA HEALTHCARE INC",
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      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
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      {
        "name": "UNIVERSAL DISPLAY CORP",
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      {
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "272997490.50",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "216455279.30",
        "weight": "0.05822397",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "214604999.96",
        "weight": "0.05772626",
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      },
      {
        "name": "BROADCOM INC",
        "value": "197081424.90",
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      },
      {
        "name": "ORACLE CORP",
        "value": "191405058.78",
        "weight": "0.05148575",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "184132021.29",
        "weight": "0.04952938",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "172786665.04",
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      },
      {
        "name": "DREY-GVT CSH-I",
        "value": "169767806.69",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "157951169.91",
        "weight": "0.04248704",
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      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "151045205.08",
        "weight": "0.04062941",
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      },
      {
        "name": "MSCI INC",
        "value": "127146041.66",
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      },
      {
        "name": "ZOETIS INC CL A",
        "value": "121589658.40",
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      },
      {
        "name": "SERVICENOW INC",
        "value": "112843741.94",
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      {
        "name": "COSTAR GROUP INC",
        "value": "110590468.50",
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      {
        "name": "IDEXX LABS INC",
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      {
        "name": "STARBUCKS CORP",
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      {
        "name": "AON PLC",
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      {
        "name": "INTUIT INC",
        "value": "95634482.36",
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      {
        "name": "ACCENTURE PLC CL A",
        "value": "90480720.72",
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      {
        "name": "SYNOPSYS INC",
        "value": "79968152.18",
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      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "78111241.30",
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      {
        "name": "AIRBNB INC CLASS A",
        "value": "69576350.33",
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      {
        "name": "ADOBE INC",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "65248398.60",
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      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "49818397.05",
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      },
      {
        "name": "PAYCOM SOFTWARE INC",
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      },
      {
        "name": "VANGUARD GRW ETF",
        "value": "33708500.00",
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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": "0000940400-26-011374",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1388485/000094040026011374/0000940400-26-011374-index.htm"
    }
  ]
}