{
  "page": "compare",
  "query": {
    "a": "CSBIX",
    "b": "MFADX"
  },
  "retrieved_at": "2026-07-07T19:38:36+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": "Cromwell Balanced Fund",
    "ticker": "CSBIX",
    "slug": "CSBIX",
    "series_id": "S000082890",
    "html_url": "https://fundwatcher.app/funds/CSBIX/"
  },
  "fund_b": {
    "name": "Cromwell Long Short Fund",
    "ticker": "MFADX",
    "slug": "MFADX",
    "series_id": "S000074017",
    "html_url": "https://fundwatcher.app/funds/MFADX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2211096516442162995059458504",
    "coverage_b_by_a": "0.2211096516442162995059458504",
    "shared_count": 9,
    "as_of": {
      "a": "2025-09-30",
      "b": "2026-03-31"
    },
    "a_top": [
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        "weight": "0.08024753",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "764399.42",
        "weight": "0.05760748",
        "shared": false
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "691242.50",
        "weight": "0.05209415",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "610663.05",
        "weight": "0.04602143",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "523015.74",
        "weight": "0.03941607",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "483428.78",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "453708.99",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "395382.81",
        "weight": "0.02979726",
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      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "386502.18",
        "weight": "0.02912799",
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      },
      {
        "name": "DANAHER CORP",
        "value": "332482.02",
        "weight": "0.02505686",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "328046.88",
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      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "321719.60",
        "weight": "0.02424577",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "307450.00",
        "weight": "0.02317037",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "299279.30",
        "weight": "0.02255460",
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      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "296231.60",
        "weight": "0.02232492",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "293752.00",
        "weight": "0.02213805",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "276996.09",
        "weight": "0.02087527",
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      },
      {
        "name": "ATI INC",
        "value": "268422.00",
        "weight": "0.02022910",
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      },
      {
        "name": "INTUIT INC",
        "value": "251310.88",
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      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "247521.36",
        "weight": "0.01865397",
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      },
      {
        "name": "COSTAR GROUP INC",
        "value": "243491.82",
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      },
      {
        "name": "MARKEL GROUP INC",
        "value": "238920.00",
        "weight": "0.01800574",
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      },
      {
        "name": "VEEVA SYSTEMS-A",
        "value": "236838.45",
        "weight": "0.01784887",
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      },
      {
        "name": "EXPEDIA INC",
        "value": "206482.50",
        "weight": "0.01556115",
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      },
      {
        "name": "ENTEGRIS INC",
        "value": "190837.44",
        "weight": "0.01438209",
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      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "182576.66",
        "weight": "0.01375954",
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      },
      {
        "name": "AVANTOR INC",
        "value": "157248.00",
        "weight": "0.01185069",
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      },
      {
        "name": "BUILDERS FIRSTSOURCE",
        "value": "156655.00",
        "weight": "0.01180600",
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      },
      {
        "name": "QXO INC",
        "value": "156292.00",
        "weight": "0.01177864",
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      },
      {
        "name": "SPS COMMERCE INC",
        "value": "156210.00",
        "weight": "0.01177246",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "153813.00",
        "weight": "0.01159182",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "153500.98",
        "weight": "0.01156830",
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      },
      {
        "name": "ELF BEAUTY INC",
        "value": "139104.00",
        "weight": "0.01048330",
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      },
      {
        "name": "TENET HEALTHCARE CORP",
        "value": "137052.00",
        "weight": "0.01032866",
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      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "133360.08",
        "weight": "0.01005042",
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      },
      {
        "name": "NIKE INC CL B",
        "value": "130255.64",
        "weight": "0.00981646",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "100605.79",
        "weight": "0.00758196",
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      },
      {
        "name": "BANK OF AMER CRP",
        "value": "93461.79",
        "weight": "0.00704357",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "53320.14",
        "weight": "0.00401837",
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      },
      {
        "name": "METLIFE INC",
        "value": "53169.80",
        "weight": "0.00400704",
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      },
      {
        "name": "PAYCHEX INC",
        "value": "52374.24",
        "weight": "0.00394708",
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      },
      {
        "name": "JPMORGAN CHASE",
        "value": "52239.87",
        "weight": "0.00393696",
        "shared": false
      },
      {
        "name": "AGREE LP",
        "value": "52182.21",
        "weight": "0.00393261",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINL",
        "value": "51886.10",
        "weight": "0.00391030",
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      },
      {
        "name": "JPMORGAN CHASE",
        "value": "51870.35",
        "weight": "0.00390911",
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      },
      {
        "name": "PNC FINANCIAL",
        "value": "51775.09",
        "weight": "0.00390193",
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      },
      {
        "name": "KRC 6.25 01/15/36",
        "value": "51761.30",
        "weight": "0.00390089",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "51473.11",
        "weight": "0.00387917",
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      },
      {
        "name": "HOST HOTELS",
        "value": "51249.08",
        "weight": "0.00386229",
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      },
      {
        "name": "IDEX CORP",
        "value": "51107.99",
        "weight": "0.00385165",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Short-Term Investment",
        "value": "15773890.46",
        "weight": "0.15883473",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "6472681.60",
        "weight": "0.06517648",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4506352.76",
        "weight": "0.04537659",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "4305077.10",
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      },
      {
        "name": "APPLE INC",
        "value": "3640109.97",
        "weight": "0.03665398",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "3117177.09",
        "weight": "0.03138832",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2636850.24",
        "weight": "0.02655169",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2030074.20",
        "weight": "0.02044177",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "2027290.50",
        "weight": "0.02041374",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1780495.84",
        "weight": "0.01792865",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1683354.54",
        "weight": "0.01695049",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1574906.58",
        "weight": "0.01585848",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1364646.42",
        "weight": "0.01374127",
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      },
      {
        "name": "NRG ENERGY INC",
        "value": "1340834.50",
        "weight": "0.01350149",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "1323877.38",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "1297263.00",
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      },
      {
        "name": "AMETEK INC NEW",
        "value": "1270940.44",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1193872.47",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "CONOCOPHILLIPS",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "1095429.30",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "1091267.10",
        "weight": "0.01098848",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "1033993.31",
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      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "979889.31",
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      {
        "name": "APPLIED INDU TEC",
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      },
      {
        "name": "EMCOR GROUP INC",
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      },
      {
        "name": "RALPH LAUREN CORP",
        "value": "966955.89",
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      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "963355.64",
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      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "945384.72",
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      },
      {
        "name": "DEVON ENERGY CORP",
        "value": "925032.56",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "914945.20",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "865697.08",
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      },
      {
        "name": "INTUIT INC",
        "value": "864760.00",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "863115.60",
        "weight": "0.00869112",
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      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "858680.94",
        "weight": "0.00864646",
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      },
      {
        "name": "IDEXX LABS INC",
        "value": "845082.56",
        "weight": "0.00850953",
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      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "837537.40",
        "weight": "0.00843356",
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      },
      {
        "name": "EOG RESOURCES INC",
        "value": "836771.16",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "782024.23",
        "weight": "0.00787457",
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      },
      {
        "name": "KLA CORP",
        "value": "773015.25",
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      },
      {
        "name": "ENTERGY CORP",
        "value": "768205.32",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "693811.35",
        "weight": "0.00698631",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "673586.68",
        "weight": "0.00678266",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "657635.55",
        "weight": "0.00662204",
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      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "654013.80",
        "weight": "0.00658557",
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      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "650653.20",
        "weight": "0.00655173",
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      },
      {
        "name": "RBC BEARINGS INC",
        "value": "629476.08",
        "weight": "0.00633849",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "629343.00",
        "weight": "0.00633715",
        "shared": true
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "628863.30",
        "weight": "0.00633232",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-25-009724",
      "as_of": "2025-09-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1872253/000094040025009724/0000940400-25-009724-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-020923",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1872253/000094040026020923/0000940400-26-020923-index.htm"
    }
  ]
}