{
  "page": "compare",
  "query": {
    "a": "CWSWX",
    "b": "ISMVX"
  },
  "retrieved_at": "2026-07-07T18:24:10+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": "Carillon Chartwell Small Cap Value Fund",
    "ticker": "CWSWX",
    "slug": "CWSWX",
    "series_id": "S000075964",
    "html_url": "https://fundwatcher.app/funds/CWSWX/"
  },
  "fund_b": {
    "name": "William Blair Small-Mid Cap Value Fund",
    "ticker": "ISMVX",
    "slug": "ISMVX",
    "series_id": "S000080810",
    "html_url": "https://fundwatcher.app/funds/ISMVX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1473542931480304152160203701",
    "coverage_b_by_a": "0.1473542931480304152160203701",
    "shared_count": 12,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "IPG PHOTONICS CORP",
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        "weight": "0.02311472",
        "shared": false
      },
      {
        "name": "DIODES INC",
        "value": "899530.28",
        "weight": "0.02220662",
        "shared": true
      },
      {
        "name": "HELIOS TECHNOLOGIES INC",
        "value": "887109.39",
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      },
      {
        "name": "ICHOR HOLDINGS LTD",
        "value": "855200.28",
        "weight": "0.02111225",
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      },
      {
        "name": "WEATHERFORD INTERNATIONAL PLC",
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      {
        "name": "ELANCO ANIMAL HEALTH INC",
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      },
      {
        "name": "OLD NATL BANCORP",
        "value": "765941.80",
        "weight": "0.01890874",
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      },
      {
        "name": "RENASANT CORP",
        "value": "760428.11",
        "weight": "0.01877262",
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      },
      {
        "name": "FNB CORP PA",
        "value": "758569.68",
        "weight": "0.01872674",
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      },
      {
        "name": "NOMAD FOODS LTD",
        "value": "757123.85",
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      },
      {
        "name": "ROGERS CORP",
        "value": "747768.11",
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      },
      {
        "name": "INTEGER HOLDINGS CORP",
        "value": "740960.00",
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      },
      {
        "name": "VALVOLINE INC",
        "value": "718832.24",
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      },
      {
        "name": "UNITED BANKSHS",
        "value": "718471.32",
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      },
      {
        "name": "COLUMBIA BANKING SYSTEMS INC",
        "value": "709806.11",
        "weight": "0.01752292",
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      },
      {
        "name": "BRUKER CORP",
        "value": "689025.12",
        "weight": "0.01700990",
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      },
      {
        "name": "TOWNE BANK",
        "value": "675857.91",
        "weight": "0.01668484",
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      },
      {
        "name": "NORTHWESTERN ENERGY GROUP INC",
        "value": "672060.48",
        "weight": "0.01659110",
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      },
      {
        "name": "AVIENT CORP",
        "value": "671767.80",
        "weight": "0.01658387",
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      },
      {
        "name": "AAR CORP",
        "value": "665297.88",
        "weight": "0.01642415",
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      },
      {
        "name": "CACTUS INC CL A",
        "value": "663890.55",
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      },
      {
        "name": "ATLANTIC UNION B",
        "value": "662726.82",
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      },
      {
        "name": "HUB GROUP INC CL A",
        "value": "638088.20",
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      },
      {
        "name": "QUAKER HOUGHTON",
        "value": "634318.38",
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      },
      {
        "name": "ENVISTA HOLDINGS CORP",
        "value": "632550.21",
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      },
      {
        "name": "HB FULLER CO",
        "value": "625558.56",
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      },
      {
        "name": "ONE GAS INC",
        "value": "608939.10",
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      },
      {
        "name": "KONTOOR BRANDS INC",
        "value": "602525.88",
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      },
      {
        "name": "WERNER ENTERPRISES INC",
        "value": "594229.05",
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      },
      {
        "name": "CUSHMAN and WAKEFIELD LTD",
        "value": "586542.92",
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      },
      {
        "name": "MALIBU BOATS INC CL A",
        "value": "580374.72",
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      },
      {
        "name": "GATES INDUSTRIAL CORP PLC",
        "value": "556499.93",
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      {
        "name": "CENTURI HOLDINGS INC",
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      {
        "name": "PROVIDENT FINANCIAL SVCS INC",
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      {
        "name": "KENNAMETAL INC",
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      {
        "name": "WYNDHAM HOTELS and RESORTS INC",
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      },
      {
        "name": "ASHLAND INC",
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      },
      {
        "name": "PRIMO BRANDS CORP A",
        "value": "539121.73",
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      },
      {
        "name": "CVB FINANCIAL CORP",
        "value": "536482.52",
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      {
        "name": "JOHN BEAN TECHNOLOGIES CORP",
        "value": "535135.95",
        "weight": "0.01321085",
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      },
      {
        "name": "ICU MEDICAL INC",
        "value": "534810.15",
        "weight": "0.01320281",
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      },
      {
        "name": "UNITED COMMUNITY BANKS GA",
        "value": "533472.09",
        "weight": "0.01316978",
        "shared": false
      },
      {
        "name": "SELECTIVE INSURANCE GROUP INC",
        "value": "533082.69",
        "weight": "0.01316016",
        "shared": true
      },
      {
        "name": "CNX RESOURCES CORP",
        "value": "515606.25",
        "weight": "0.01272873",
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      },
      {
        "name": "FIRST FIN BANCRP",
        "value": "512852.60",
        "weight": "0.01266075",
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      },
      {
        "name": "MATADOR RESOURCES COMPANY",
        "value": "508030.38",
        "weight": "0.01254170",
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      },
      {
        "name": "KORN FERRY",
        "value": "506999.30",
        "weight": "0.01251625",
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      },
      {
        "name": "GENTHERM INC",
        "value": "498067.62",
        "weight": "0.01229575",
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      },
      {
        "name": "METHANEX CORP",
        "value": "492633.96",
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      },
      {
        "name": "PRICESMART INC",
        "value": "474677.00",
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    ],
    "b_top": [
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "113638.00",
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      },
      {
        "name": "MODINE MFG CO",
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      },
      {
        "name": "TOWER SEMICONDCT",
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      {
        "name": "EASTERN BANKSHARES INC",
        "value": "66484.44",
        "weight": "0.01801922",
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      },
      {
        "name": "KIRBY CORP",
        "value": "64446.80",
        "weight": "0.01746696",
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      },
      {
        "name": "FLEX LTD",
        "value": "64281.72",
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      },
      {
        "name": "ATMUS FILTRATION TECHNOLOGIES INC",
        "value": "64150.10",
        "weight": "0.01738654",
        "shared": false
      },
      {
        "name": "SOUTHSTATE BANK CORP",
        "value": "60693.12",
        "weight": "0.01644960",
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      },
      {
        "name": "FRANK'S INTERNATIONAL NV",
        "value": "60586.80",
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      },
      {
        "name": "ALLISON TRANSMISSION HLDGS INC",
        "value": "60520.02",
        "weight": "0.01640268",
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      },
      {
        "name": "COLUMBIA BANKING SYSTEMS INC",
        "value": "60236.28",
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      },
      {
        "name": "GLOBUS MEDICAL INC",
        "value": "58761.12",
        "weight": "0.01592597",
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      },
      {
        "name": "MATADOR RESOURCES COMPANY",
        "value": "58062.42",
        "weight": "0.01573660",
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      },
      {
        "name": "ELEMENT SOLUTIONS INC",
        "value": "55682.34",
        "weight": "0.01509153",
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      },
      {
        "name": "AMERIS BANCORP",
        "value": "55372.90",
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      {
        "name": "HUNT J B TRANSPORT SERVICES IN",
        "value": "55305.90",
        "weight": "0.01498951",
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      },
      {
        "name": "DONALDSON CO INC",
        "value": "54486.54",
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      },
      {
        "name": "AVNET INC",
        "value": "54410.46",
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      },
      {
        "name": "DIODES INC",
        "value": "53106.28",
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      },
      {
        "name": "IDACORP INC",
        "value": "52898.90",
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      },
      {
        "name": "VISHAY INTERTECHNOLOGY INC",
        "value": "52218.00",
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      },
      {
        "name": "NISOURCE INC",
        "value": "51745.94",
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      {
        "name": "TIMKEN CO",
        "value": "51692.98",
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      },
      {
        "name": "VALVOLINE INC",
        "value": "51429.36",
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      },
      {
        "name": "HELIOS TECHNOLOGIES INC",
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      {
        "name": "WYNDHAM HOTELS and RESORTS INC",
        "value": "50200.14",
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      },
      {
        "name": "CARLYLE GROUP INC (THE)",
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      },
      {
        "name": "ALLEGION PLC",
        "value": "48962.73",
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      },
      {
        "name": "ROYAL GOLD INC",
        "value": "48353.10",
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      },
      {
        "name": "LAUREATE EDUCATION INC CL A",
        "value": "48148.88",
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      },
      {
        "name": "EAST WEST BNCRP",
        "value": "47828.48",
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      },
      {
        "name": "PBF ENERGY INC CL A",
        "value": "47620.00",
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      },
      {
        "name": "CULLEN FROST BANKERS INC",
        "value": "47429.68",
        "weight": "0.01285482",
        "shared": false
      },
      {
        "name": "EVEREST REINSURANCE GROUP LTD",
        "value": "47393.25",
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      },
      {
        "name": "MATSON INC",
        "value": "47050.78",
        "weight": "0.01275213",
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      },
      {
        "name": "WEX INC",
        "value": "46218.08",
        "weight": "0.01252644",
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      },
      {
        "name": "CARGURUS INC CL A",
        "value": "45831.30",
        "weight": "0.01242161",
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      },
      {
        "name": "PPL CORPORATION",
        "value": "45534.40",
        "weight": "0.01234115",
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      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "45363.48",
        "weight": "0.01229482",
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      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "44866.38",
        "weight": "0.01216009",
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      },
      {
        "name": "DOVER CORP",
        "value": "44816.75",
        "weight": "0.01214664",
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      },
      {
        "name": "ICU MEDICAL INC",
        "value": "44427.60",
        "weight": "0.01204117",
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      },
      {
        "name": "LANTHEUS HOLDING",
        "value": "43765.45",
        "weight": "0.01186171",
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      },
      {
        "name": "SELECTIVE INSURANCE GROUP INC",
        "value": "43273.86",
        "weight": "0.01172847",
        "shared": true
      },
      {
        "name": "MCGRATH RENTCORP",
        "value": "42788.64",
        "weight": "0.01159696",
        "shared": false
      },
      {
        "name": "TECNOGLASS INC",
        "value": "42723.45",
        "weight": "0.01157930",
        "shared": false
      },
      {
        "name": "ESSENT GROUP LTD",
        "value": "41901.48",
        "weight": "0.01135652",
        "shared": false
      },
      {
        "name": "ALBANY INTL CORP",
        "value": "41559.16",
        "weight": "0.01126374",
        "shared": false
      },
      {
        "name": "KITE REALTY GROUP TRUST",
        "value": "41145.80",
        "weight": "0.01115171",
        "shared": true
      },
      {
        "name": "EAGLE MATERIALS INC",
        "value": "40352.85",
        "weight": "0.01093679",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-238819",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/897111/000119312526238819/0001193125-26-238819-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-055312",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/822632/000141036826055312/0001410368-26-055312-index.htm"
    }
  ]
}