{
  "page": "compare",
  "query": {
    "a": "CSIEX",
    "b": "POLRX"
  },
  "retrieved_at": "2026-07-07T18:18:45+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": "Calvert Equity Fund",
    "ticker": "CSIEX",
    "slug": "CSIEX",
    "series_id": "S000008719",
    "html_url": "https://fundwatcher.app/funds/CSIEX/"
  },
  "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": "0.2912693198454439710060827474",
    "coverage_b_by_a": "0.2912693198454439710060827475",
    "shared_count": 12,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "MASTERCARD INC CL A",
        "value": "184031273.58",
        "weight": "0.04849839",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "180126083.80",
        "weight": "0.04746924",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "175156542.72",
        "weight": "0.04615960",
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      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "170055278.25",
        "weight": "0.04481525",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "169005577.02",
        "weight": "0.04453862",
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      },
      {
        "name": "DANAHER CORP",
        "value": "165866440.80",
        "weight": "0.04371135",
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      },
      {
        "name": "TJX COS INC",
        "value": "163067274.50",
        "weight": "0.04297368",
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      },
      {
        "name": "VERISIGN INC",
        "value": "158979706.48",
        "weight": "0.04189647",
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      },
      {
        "name": "ZOETIS INC CL A",
        "value": "155601123.31",
        "weight": "0.04100610",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "140127853.50",
        "weight": "0.03692837",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "131337335.88",
        "weight": "0.03461178",
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      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "130031347.28",
        "weight": "0.03426761",
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      },
      {
        "name": "LINDE PLC",
        "value": "123565701.20",
        "weight": "0.03256369",
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      },
      {
        "name": "ECOLAB INC",
        "value": "114739480.38",
        "weight": "0.03023769",
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      },
      {
        "name": "EQUIFAX INC",
        "value": "110847670.67",
        "weight": "0.02921207",
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      },
      {
        "name": "XYLEM INC",
        "value": "109508485.50",
        "weight": "0.02885915",
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      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "99517875.66",
        "weight": "0.02622629",
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      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "91238904.08",
        "weight": "0.02404450",
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      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "79614035.04",
        "weight": "0.02098096",
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      },
      {
        "name": "IDEXX LABS INC",
        "value": "79040504.41",
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      {
        "name": "MARSH & MCLENNAN",
        "value": "76982313.50",
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      },
      {
        "name": "WEST PHARMACEUTICAL SVCS INC",
        "value": "76618893.52",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "70266772.80",
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      },
      {
        "name": "INTUIT INC",
        "value": "68065259.60",
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      },
      {
        "name": "MSCI INC",
        "value": "54436775.94",
        "weight": "0.01434591",
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      },
      {
        "name": "DOLLAR GENERAL CORP",
        "value": "52237400.64",
        "weight": "0.01376630",
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      },
      {
        "name": "IDEX CORPORATION",
        "value": "49483733.45",
        "weight": "0.01304062",
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      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "48626573.55",
        "weight": "0.01281473",
        "shared": false
      },
      {
        "name": "MOODYS CORP",
        "value": "41883926.25",
        "weight": "0.01103781",
        "shared": false
      },
      {
        "name": "GARTNER INC",
        "value": "41407018.38",
        "weight": "0.01091213",
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      },
      {
        "name": "REVVITY INC",
        "value": "40021124.10",
        "weight": "0.01054690",
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      },
      {
        "name": "VERALTO CORP",
        "value": "39900497.62",
        "weight": "0.01051511",
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      },
      {
        "name": "COPART INC",
        "value": "39683163.20",
        "weight": "0.01045784",
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      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "36722856.51",
        "weight": "0.00967770",
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      },
      {
        "name": "NETFLIX INC",
        "value": "36036250.80",
        "weight": "0.00949676",
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      },
      {
        "name": "AON PLC",
        "value": "32473604.68",
        "weight": "0.00855788",
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      },
      {
        "name": "METTLER-TOLEDO INTL INC",
        "value": "29499468.00",
        "weight": "0.00777410",
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      },
      {
        "name": "ADOBE INC",
        "value": "26941771.80",
        "weight": "0.00710006",
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      },
      {
        "name": "CROWN CASTLE INC",
        "value": "26459005.79",
        "weight": "0.00697283",
        "shared": false
      },
      {
        "name": "STARBUCKS CORP",
        "value": "25942755.48",
        "weight": "0.00683678",
        "shared": true
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "25917779.78",
        "weight": "0.00683020",
        "shared": true
      },
      {
        "name": "TYLER TECHNOLOGIES INC",
        "value": "23440704.32",
        "weight": "0.00617741",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "23162015.35",
        "weight": "0.00610397",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "22428850.96",
        "weight": "0.00591075",
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      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "19664392.58",
        "weight": "0.00518222",
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      },
      {
        "name": "BALL CORP",
        "value": "17784543.92",
        "weight": "0.00468682",
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      },
      {
        "name": "CORE INNOVATIONS CAPITAL I LP",
        "value": "4686727.07",
        "weight": "0.00123511",
        "shared": false
      },
      {
        "name": "DBL EQUITY FUND   BAEF II LP",
        "value": "3668547.00",
        "weight": "0.00096678",
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      },
      {
        "name": "DBL PARTNERS III LP",
        "value": "3331010.00",
        "weight": "0.00087783",
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      },
      {
        "name": "ACCION FRONTIER INCLUSION FUND",
        "value": "1663117.17",
        "weight": "0.00043829",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "AMAZON.COM INC",
        "value": "339482945.00",
        "weight": "0.09131699",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "272997490.50",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "216455279.30",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "214604999.96",
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      },
      {
        "name": "BROADCOM INC",
        "value": "197081424.90",
        "weight": "0.05301262",
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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",
        "weight": "0.04647761",
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      },
      {
        "name": "DREY-GVT CSH-I",
        "value": "169767806.69",
        "weight": "0.04566558",
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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",
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      },
      {
        "name": "MSCI INC",
        "value": "127146041.66",
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      },
      {
        "name": "ZOETIS INC CL A",
        "value": "121589658.40",
        "weight": "0.03270621",
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      },
      {
        "name": "SERVICENOW INC",
        "value": "112843741.94",
        "weight": "0.03035366",
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      },
      {
        "name": "COSTAR GROUP INC",
        "value": "110590468.50",
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      },
      {
        "name": "IDEXX LABS INC",
        "value": "110542092.50",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "101477399.25",
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      },
      {
        "name": "AON PLC",
        "value": "95760102.48",
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      },
      {
        "name": "INTUIT INC",
        "value": "95634482.36",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "90480720.72",
        "weight": "0.02433827",
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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",
        "value": "40317604.25",
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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": "0001410368-26-050770",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/356682/000141036826050770/0001410368-26-050770-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"
    }
  ]
}