{
  "page": "compare",
  "query": {
    "a": "BVSIX",
    "b": "BVPIX"
  },
  "retrieved_at": "2026-07-07T18:55:26+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": "BAYWOOD SOCIALLYRESPONSIBLE FUND",
    "ticker": "BVSIX",
    "slug": "BVSIX",
    "series_id": "S000051874",
    "html_url": "https://fundwatcher.app/funds/BVSIX/"
  },
  "fund_b": {
    "name": "BAYWOOD VALUEPLUS FUND",
    "ticker": "BVPIX",
    "slug": "BVPIX",
    "series_id": "S000042905",
    "html_url": "https://fundwatcher.app/funds/BVPIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5528917535497508668510107690",
    "coverage_b_by_a": "0.5528917535497508668510107691",
    "shared_count": 30,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "FRST AM-GV OB-X",
        "value": "1424192.74",
        "weight": "0.05422991",
        "shared": true
      },
      {
        "name": "KONTOOR BRANDS INC",
        "value": "1005147.00",
        "weight": "0.03827364",
        "shared": true
      },
      {
        "name": "TEXAS PACIFIC LAND CORP",
        "value": "996576.00",
        "weight": "0.03794727",
        "shared": false
      },
      {
        "name": "WR BERKLEY CORP",
        "value": "951118.00",
        "weight": "0.03621634",
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      },
      {
        "name": "KINDER MORGAN INC",
        "value": "818132.00",
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      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "810423.00",
        "weight": "0.03085900",
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      },
      {
        "name": "AT&T INC",
        "value": "803023.00",
        "weight": "0.03057723",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "797445.00",
        "weight": "0.03036483",
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      },
      {
        "name": "MEDTRONIC PLC",
        "value": "797180.00",
        "weight": "0.03035474",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "786448.00",
        "weight": "0.02994609",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "776454.00",
        "weight": "0.02956554",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "766720.00",
        "weight": "0.02919490",
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      },
      {
        "name": "NXP SEMICONDUCTO",
        "value": "669324.00",
        "weight": "0.02548629",
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      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "644643.00",
        "weight": "0.02454649",
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      },
      {
        "name": "AstraZeneca PLC ORD USD0.25",
        "value": "621243.00",
        "weight": "0.02365547",
        "shared": false
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "610029.00",
        "weight": "0.02322847",
        "shared": true
      },
      {
        "name": "3M CO",
        "value": "595443.00",
        "weight": "0.02267307",
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      },
      {
        "name": "HERSHEY CO/THE",
        "value": "582092.00",
        "weight": "0.02216470",
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      },
      {
        "name": "NVENT ELECTRIC",
        "value": "579572.00",
        "weight": "0.02206874",
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      },
      {
        "name": "SOLVENTUM CORP",
        "value": "535460.00",
        "weight": "0.02038906",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "533258.00",
        "weight": "0.02030521",
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      },
      {
        "name": "KENVUE INC",
        "value": "527544.00",
        "weight": "0.02008764",
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      },
      {
        "name": "LABCORP HOLDINGS INC",
        "value": "493598.50",
        "weight": "0.01879507",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "488817.00",
        "weight": "0.01861300",
        "shared": true
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "463584.00",
        "weight": "0.01765219",
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      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "459025.00",
        "weight": "0.01747859",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "412454.00",
        "weight": "0.01570528",
        "shared": true
      },
      {
        "name": "WEYERHAEUSER CO",
        "value": "410424.00",
        "weight": "0.01562798",
        "shared": true
      },
      {
        "name": "DENTSPLY SIRONA INC",
        "value": "401360.00",
        "weight": "0.01528285",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "393618.00",
        "weight": "0.01498805",
        "shared": false
      },
      {
        "name": "CUMMINS INC",
        "value": "376614.00",
        "weight": "0.01434058",
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      },
      {
        "name": "ADOBE INC",
        "value": "364620.00",
        "weight": "0.01388387",
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      },
      {
        "name": "COHERENT CORP",
        "value": "357315.00",
        "weight": "0.01360572",
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      },
      {
        "name": "DEVON ENERGY CORP",
        "value": "342176.00",
        "weight": "0.01302926",
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      },
      {
        "name": "NETAPP INC",
        "value": "327648.00",
        "weight": "0.01247607",
        "shared": true
      },
      {
        "name": "COREBRIDGE FINANCIAL INC",
        "value": "305408.00",
        "weight": "0.01162922",
        "shared": true
      },
      {
        "name": "BROOKFIELD CORP CL A",
        "value": "301987.14",
        "weight": "0.01149896",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "293964.00",
        "weight": "0.01119346",
        "shared": false
      },
      {
        "name": "AVANTOR INC",
        "value": "283024.00",
        "weight": "0.01077689",
        "shared": false
      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "281070.00",
        "weight": "0.01070249",
        "shared": false
      },
      {
        "name": "PACKAGING CORP OF AMERICA",
        "value": "275886.00",
        "weight": "0.01050509",
        "shared": true
      },
      {
        "name": "GRAPHIC PACKAGING HOLDING CO",
        "value": "273350.00",
        "weight": "0.01040853",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "271223.00",
        "weight": "0.01032753",
        "shared": true
      },
      {
        "name": "HASBRO INC",
        "value": "262080.00",
        "weight": "0.00997939",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "258804.00",
        "weight": "0.00985465",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "254849.00",
        "weight": "0.00970405",
        "shared": true
      },
      {
        "name": "Clarivate PLC COM NPV",
        "value": "249205.00",
        "weight": "0.00948914",
        "shared": false
      },
      {
        "name": "INTEL CORP",
        "value": "247128.00",
        "weight": "0.00941005",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "216522.00",
        "weight": "0.00824465",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "190760.00",
        "weight": "0.00726369",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "FRST AM-GV OB-X",
        "value": "246603.58",
        "weight": "0.04270038",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "220957.50",
        "weight": "0.03825966",
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      },
      {
        "name": "AT&T INC",
        "value": "200031.00",
        "weight": "0.03463616",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "183255.00",
        "weight": "0.03173133",
        "shared": false
      },
      {
        "name": "KONTOOR BRANDS INC",
        "value": "182754.00",
        "weight": "0.03164458",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "181062.00",
        "weight": "0.03135160",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "167589.00",
        "weight": "0.02901870",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "165396.00",
        "weight": "0.02863897",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "165000.00",
        "weight": "0.02857040",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "163742.00",
        "weight": "0.02835257",
        "shared": true
      },
      {
        "name": "HERSHEY CO/THE",
        "value": "155917.50",
        "weight": "0.02699773",
        "shared": true
      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "144415.00",
        "weight": "0.02500603",
        "shared": true
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "138060.00",
        "weight": "0.02390563",
        "shared": false
      },
      {
        "name": "3M CO",
        "value": "137968.50",
        "weight": "0.02388979",
        "shared": true
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "133645.50",
        "weight": "0.02314125",
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      },
      {
        "name": "MERCK & CO",
        "value": "132319.00",
        "weight": "0.02291156",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "124751.00",
        "weight": "0.02160113",
        "shared": false
      },
      {
        "name": "PINNACLE WEST CAPITAL CORP",
        "value": "120900.00",
        "weight": "0.02093431",
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      },
      {
        "name": "PHILLIPS 66",
        "value": "118417.00",
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      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "116196.00",
        "weight": "0.02011980",
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      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "104864.00",
        "weight": "0.01815762",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "104227.70",
        "weight": "0.01804744",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "103493.00",
        "weight": "0.01792022",
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      },
      {
        "name": "AMGEN INC",
        "value": "102036.50",
        "weight": "0.01766802",
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      },
      {
        "name": "DENTSPLY SIRONA INC",
        "value": "99760.00",
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      },
      {
        "name": "RADIAN GROUP INC",
        "value": "99240.00",
        "weight": "0.01718380",
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      },
      {
        "name": "TRUIST FINL CORP",
        "value": "96537.00",
        "weight": "0.01671576",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "95472.00",
        "weight": "0.01653135",
        "shared": false
      },
      {
        "name": "DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "94551.50",
        "weight": "0.01637197",
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      },
      {
        "name": "NXP SEMICONDUCTO",
        "value": "94492.80",
        "weight": "0.01636180",
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      },
      {
        "name": "HASBRO INC",
        "value": "93600.00",
        "weight": "0.01620721",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "93108.00",
        "weight": "0.01612202",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "92870.00",
        "weight": "0.01608081",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "87343.20",
        "weight": "0.01512382",
        "shared": true
      },
      {
        "name": "WEYERHAEUSER CO",
        "value": "85505.00",
        "weight": "0.01480553",
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      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "82775.00",
        "weight": "0.01433282",
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      },
      {
        "name": "US BANCORP DEL",
        "value": "78015.00",
        "weight": "0.01350861",
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      },
      {
        "name": "METLIFE INC",
        "value": "77792.00",
        "weight": "0.01346999",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "77656.00",
        "weight": "0.01344644",
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      },
      {
        "name": "PACKAGING CORP OF AMERICA",
        "value": "74277.00",
        "weight": "0.01286136",
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      },
      {
        "name": "INGREDION INC",
        "value": "73229.00",
        "weight": "0.01267989",
        "shared": false
      },
      {
        "name": "NETAPP INC",
        "value": "71673.00",
        "weight": "0.01241046",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "71032.00",
        "weight": "0.01229947",
        "shared": false
      },
      {
        "name": "DARDEN RESTAURANTS INC",
        "value": "68614.00",
        "weight": "0.01188078",
        "shared": false
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "67542.72",
        "weight": "0.01169529",
        "shared": false
      },
      {
        "name": "COREBRIDGE FINANCIAL INC",
        "value": "66808.00",
        "weight": "0.01156807",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "62116.00",
        "weight": "0.01075563",
        "shared": true
      },
      {
        "name": "GRAPHIC PACKAGING HOLDING CO",
        "value": "55664.00",
        "weight": "0.00963844",
        "shared": true
      },
      {
        "name": "KENVUE INC",
        "value": "55168.00",
        "weight": "0.00955256",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "53714.40",
        "weight": "0.00930086",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001576367-26-000073",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1576367/000157636726000073/0001576367-26-000073-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001576367-26-000072",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1576367/000157636726000072/0001576367-26-000072-index.htm"
    }
  ]
}