{
  "page": "compare",
  "query": {
    "a": "BTMFX",
    "b": "WASMX"
  },
  "retrieved_at": "2026-07-07T18:28:30+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": "Boston Trust Midcap Fund",
    "ticker": "BTMFX",
    "slug": "BTMFX",
    "series_id": "S000019041",
    "html_url": "https://fundwatcher.app/funds/BTMFX/"
  },
  "fund_b": {
    "name": "Boston Trust Walden SMID Cap Fund",
    "ticker": "WASMX",
    "slug": "WASMX",
    "series_id": "S000034665",
    "html_url": "https://fundwatcher.app/funds/WASMX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5324642123535939550659819704",
    "coverage_b_by_a": "0.5324642123535939550659819703",
    "shared_count": 44,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "PAYCHEX INC",
        "value": "3999850.40",
        "weight": "0.02137216",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "3943749.15",
        "weight": "0.02107240",
        "shared": false
      },
      {
        "name": "TE CONNECTIVITY",
        "value": "3864779.80",
        "weight": "0.02065044",
        "shared": false
      },
      {
        "name": "METTLER-TOLEDO INTL INC",
        "value": "3846660.00",
        "weight": "0.02055363",
        "shared": false
      },
      {
        "name": "SEI INVESTMENTS",
        "value": "3814426.70",
        "weight": "0.02038140",
        "shared": true
      },
      {
        "name": "ESSENTIAL UTILITIES INC",
        "value": "3724572.30",
        "weight": "0.01990128",
        "shared": false
      },
      {
        "name": "HUBBELL INC",
        "value": "3599577.90",
        "weight": "0.01923341",
        "shared": true
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "3570156.15",
        "weight": "0.01907620",
        "shared": false
      },
      {
        "name": "APTARGROUP INC",
        "value": "3548093.10",
        "weight": "0.01895831",
        "shared": true
      },
      {
        "name": "BJS WHSL CLUB HLDGS INC",
        "value": "3490465.30",
        "weight": "0.01865039",
        "shared": true
      },
      {
        "name": "NORDSON CORP",
        "value": "3418871.00",
        "weight": "0.01826785",
        "shared": true
      },
      {
        "name": "EDWARDS LIFESCIENCES CORP",
        "value": "3416613.20",
        "weight": "0.01825578",
        "shared": false
      },
      {
        "name": "AMERICAN FINL GROUP INC OHIO",
        "value": "3388784.85",
        "weight": "0.01810709",
        "shared": true
      },
      {
        "name": "MSCI INC",
        "value": "3374202.60",
        "weight": "0.01802917",
        "shared": false
      },
      {
        "name": "SYSCO CORP",
        "value": "3362496.20",
        "weight": "0.01796662",
        "shared": false
      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "3284911.20",
        "weight": "0.01755207",
        "shared": false
      },
      {
        "name": "TERADYNE INC",
        "value": "3218073.30",
        "weight": "0.01719494",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "3176149.95",
        "weight": "0.01697093",
        "shared": false
      },
      {
        "name": "IDEX CORPORATION",
        "value": "3145582.25",
        "weight": "0.01680760",
        "shared": true
      },
      {
        "name": "MAGNOLIA OIL and GAS CORPO CL A",
        "value": "3071918.85",
        "weight": "0.01641400",
        "shared": false
      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "3071893.60",
        "weight": "0.01641386",
        "shared": false
      },
      {
        "name": "JONES LANG LASALLE INC",
        "value": "3043200.00",
        "weight": "0.01626055",
        "shared": true
      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "2981625.30",
        "weight": "0.01593154",
        "shared": true
      },
      {
        "name": "CINCINNATI FINANCIAL CORP",
        "value": "2967621.00",
        "weight": "0.01585671",
        "shared": true
      },
      {
        "name": "ALLEGION PLC",
        "value": "2928319.95",
        "weight": "0.01564671",
        "shared": true
      },
      {
        "name": "AMETEK INC NEW",
        "value": "2850988.00",
        "weight": "0.01523351",
        "shared": false
      },
      {
        "name": "RPM INTL INC",
        "value": "2718093.00",
        "weight": "0.01452342",
        "shared": true
      },
      {
        "name": "MEDPACE HOLDINGS INC",
        "value": "2710672.55",
        "weight": "0.01448377",
        "shared": true
      },
      {
        "name": "STERIS PLC",
        "value": "2651348.70",
        "weight": "0.01416679",
        "shared": true
      },
      {
        "name": "CULLEN FROST BANKERS INC",
        "value": "2631936.00",
        "weight": "0.01406306",
        "shared": true
      },
      {
        "name": "FORTINET INC",
        "value": "2581943.40",
        "weight": "0.01379594",
        "shared": false
      },
      {
        "name": "SLB LTD",
        "value": "2556138.60",
        "weight": "0.01365806",
        "shared": false
      },
      {
        "name": "NETAPP INC",
        "value": "2437393.95",
        "weight": "0.01302358",
        "shared": true
      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "2437338.75",
        "weight": "0.01302328",
        "shared": false
      },
      {
        "name": "CHOICE HOTELS INTL INC",
        "value": "2386192.50",
        "weight": "0.01275000",
        "shared": true
      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "2384878.95",
        "weight": "0.01274298",
        "shared": true
      },
      {
        "name": "FACTSET RESEARCH SYSTEMS INC",
        "value": "2330472.60",
        "weight": "0.01245227",
        "shared": true
      },
      {
        "name": "EXPEDITORS INTL OF WASH INC",
        "value": "2315312.95",
        "weight": "0.01237127",
        "shared": true
      },
      {
        "name": "ON SEMICONDUCTOR CORP",
        "value": "2173082.40",
        "weight": "0.01161130",
        "shared": true
      },
      {
        "name": "DONALDSON CO INC",
        "value": "2160790.20",
        "weight": "0.01154562",
        "shared": true
      },
      {
        "name": "JACK HENRY",
        "value": "2152504.80",
        "weight": "0.01150135",
        "shared": true
      },
      {
        "name": "ONE GAS INC",
        "value": "2145928.95",
        "weight": "0.01146621",
        "shared": false
      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "2084882.80",
        "weight": "0.01114003",
        "shared": true
      },
      {
        "name": "GENUINE PARTS CO",
        "value": "2083275.00",
        "weight": "0.01113144",
        "shared": true
      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "2075575.80",
        "weight": "0.01109030",
        "shared": false
      },
      {
        "name": "BROWN & BROWN",
        "value": "2051506.60",
        "weight": "0.01096169",
        "shared": false
      },
      {
        "name": "AUTOZONE INC",
        "value": "2003023.54",
        "weight": "0.01070263",
        "shared": false
      },
      {
        "name": "LINCOLN ELECTRIC HLDGS INC",
        "value": "1988903.80",
        "weight": "0.01062719",
        "shared": true
      },
      {
        "name": "CHURCH & DWIGHT",
        "value": "1967185.60",
        "weight": "0.01051114",
        "shared": false
      },
      {
        "name": "DYNATRACE INC",
        "value": "1963083.30",
        "weight": "0.01048922",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "IDEX CORPORATION",
        "value": "7690801.70",
        "weight": "0.02510731",
        "shared": true
      },
      {
        "name": "CULLEN FROST BANKERS INC",
        "value": "7502799.64",
        "weight": "0.02449356",
        "shared": true
      },
      {
        "name": "HUBBELL INC",
        "value": "7459738.74",
        "weight": "0.02435299",
        "shared": true
      },
      {
        "name": "APPLIED INDU TEC",
        "value": "7017714.00",
        "weight": "0.02290996",
        "shared": false
      },
      {
        "name": "JACK HENRY",
        "value": "6838390.80",
        "weight": "0.02232454",
        "shared": true
      },
      {
        "name": "CINCINNATI FINANCIAL CORP",
        "value": "6810894.75",
        "weight": "0.02223478",
        "shared": true
      },
      {
        "name": "SMITH (AO) CORP",
        "value": "6724890.90",
        "weight": "0.02195401",
        "shared": true
      },
      {
        "name": "BJS WHSL CLUB HLDGS INC",
        "value": "6656833.54",
        "weight": "0.02173183",
        "shared": true
      },
      {
        "name": "GLOBUS MEDICAL INC",
        "value": "6213773.04",
        "weight": "0.02028542",
        "shared": false
      },
      {
        "name": "ALLEGION PLC",
        "value": "6167705.79",
        "weight": "0.02013503",
        "shared": true
      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "6160211.19",
        "weight": "0.02011056",
        "shared": true
      },
      {
        "name": "JONES LANG LASALLE INC",
        "value": "6084878.40",
        "weight": "0.01986463",
        "shared": true
      },
      {
        "name": "NORDSON CORP",
        "value": "6068562.54",
        "weight": "0.01981137",
        "shared": true
      },
      {
        "name": "STERIS PLC",
        "value": "5803999.11",
        "weight": "0.01894768",
        "shared": true
      },
      {
        "name": "APTARGROUP INC",
        "value": "5803851.10",
        "weight": "0.01894719",
        "shared": true
      },
      {
        "name": "SEI INVESTMENTS",
        "value": "5763778.44",
        "weight": "0.01881637",
        "shared": true
      },
      {
        "name": "AVERY DENNISON CORP",
        "value": "5758014.60",
        "weight": "0.01879756",
        "shared": true
      },
      {
        "name": "DONALDSON CO INC",
        "value": "5630275.80",
        "weight": "0.01838054",
        "shared": true
      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "5575427.00",
        "weight": "0.01820148",
        "shared": true
      },
      {
        "name": "MEDPACE HOLDINGS INC",
        "value": "5363722.30",
        "weight": "0.01751035",
        "shared": true
      },
      {
        "name": "ACUITY INC",
        "value": "5249361.26",
        "weight": "0.01713701",
        "shared": false
      },
      {
        "name": "AMERICAN FINL GROUP INC OHIO",
        "value": "5117339.70",
        "weight": "0.01670602",
        "shared": true
      },
      {
        "name": "TOPBUILD CORP",
        "value": "5050991.40",
        "weight": "0.01648942",
        "shared": false
      },
      {
        "name": "COOPER COS INC",
        "value": "4951732.50",
        "weight": "0.01616538",
        "shared": true
      },
      {
        "name": "EXPEDITORS INTL OF WASH INC",
        "value": "4870822.61",
        "weight": "0.01590124",
        "shared": true
      },
      {
        "name": "NETAPP INC",
        "value": "4823797.68",
        "weight": "0.01574772",
        "shared": true
      },
      {
        "name": "ON SEMICONDUCTOR CORP",
        "value": "4803505.92",
        "weight": "0.01568148",
        "shared": true
      },
      {
        "name": "F5 INC",
        "value": "4623782.73",
        "weight": "0.01509475",
        "shared": false
      },
      {
        "name": "JAZZ PHARMACEUTI",
        "value": "4589377.80",
        "weight": "0.01498244",
        "shared": false
      },
      {
        "name": "WATTS WATER TECH INC CL A",
        "value": "4562487.93",
        "weight": "0.01489465",
        "shared": false
      },
      {
        "name": "RPM INTL INC",
        "value": "4557788.20",
        "weight": "0.01487931",
        "shared": true
      },
      {
        "name": "PACKAGING CORP OF AMERICA",
        "value": "4530472.56",
        "weight": "0.01479014",
        "shared": false
      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "4511204.94",
        "weight": "0.01472723",
        "shared": true
      },
      {
        "name": "CHEMED CORP",
        "value": "4496994.70",
        "weight": "0.01468084",
        "shared": false
      },
      {
        "name": "CHOICE HOTELS INTL INC",
        "value": "4470268.50",
        "weight": "0.01459359",
        "shared": true
      },
      {
        "name": "ZIMMER BIOMET HO",
        "value": "4196844.30",
        "weight": "0.01370098",
        "shared": true
      },
      {
        "name": "QUALYS INC",
        "value": "4185349.70",
        "weight": "0.01366345",
        "shared": true
      },
      {
        "name": "LINCOLN ELECTRIC HLDGS INC",
        "value": "4148178.32",
        "weight": "0.01354210",
        "shared": true
      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "4138786.50",
        "weight": "0.01351144",
        "shared": true
      },
      {
        "name": "EAST WEST BNCRP",
        "value": "4063285.60",
        "weight": "0.01326496",
        "shared": true
      },
      {
        "name": "SJW GROUP",
        "value": "3967265.40",
        "weight": "0.01295149",
        "shared": false
      },
      {
        "name": "Common Stock",
        "value": "3864092.50",
        "weight": "0.01261468",
        "shared": false
      },
      {
        "name": "PAYCOM SOFTWARE INC",
        "value": "3807726.66",
        "weight": "0.01243067",
        "shared": true
      },
      {
        "name": "COMMERCE BCSHS",
        "value": "3687490.80",
        "weight": "0.01203815",
        "shared": true
      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "3557499.73",
        "weight": "0.01161378",
        "shared": false
      },
      {
        "name": "BADGER METER INC",
        "value": "3446157.00",
        "weight": "0.01125029",
        "shared": false
      },
      {
        "name": "SPROUTS FMRS MKT INC",
        "value": "3441540.60",
        "weight": "0.01123522",
        "shared": true
      },
      {
        "name": "CAMDEN PROP TR",
        "value": "3416146.80",
        "weight": "0.01115232",
        "shared": true
      },
      {
        "name": "MCCORMICK-N/V",
        "value": "3403741.64",
        "weight": "0.01111182",
        "shared": true
      },
      {
        "name": "TEXAS ROADHOUSE INC",
        "value": "3387021.40",
        "weight": "0.01105724",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002066578-26-001397",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/882748/000206657826001397/0002066578-26-001397-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001405",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/882748/000206657826001405/0002066578-26-001405-index.htm"
    }
  ]
}