{
  "page": "compare",
  "query": {
    "a": "DPTAX",
    "b": "MFSIX"
  },
  "retrieved_at": "2026-07-07T18:43:04+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": "BNY Mellon Tax Managed Growth Fund",
    "ticker": "DPTAX",
    "slug": "DPTAX",
    "series_id": "S000000305",
    "html_url": "https://fundwatcher.app/funds/DPTAX/"
  },
  "fund_b": {
    "name": "Madison Sustainable Equity Fund",
    "ticker": "MFSIX",
    "slug": "MFSIX",
    "series_id": "S000074726",
    "html_url": "https://fundwatcher.app/funds/MFSIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4038275764707236262612495100",
    "coverage_b_by_a": "0.4038275764707236262612495101",
    "shared_count": 13,
    "as_of": {
      "a": "2025-01-31",
      "b": "2025-01-31"
    },
    "a_top": [
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        "name": "APPLE INC",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "9402620.80",
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      },
      {
        "name": "ALPHABET INC CL C",
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      },
      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "ASML HOLDING-NY",
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      {
        "name": "UNITEDHEALTH GRP",
        "value": "4622014.80",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "4526637.20",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "4442590.00",
        "weight": "0.03309724",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "4312755.00",
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      {
        "name": "OPTION",
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      },
      {
        "name": "CHEVRON CORP",
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      {
        "name": "PROGRESSIVE CORP OHIO",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
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      {
        "name": "MCDONALDS CORP",
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      {
        "name": "SERVICENOW INC",
        "value": "2637604.20",
        "weight": "0.01965012",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
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      },
      {
        "name": "INTUIT INC",
        "value": "2583485.45",
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      {
        "name": "S&P GLOBAL INC",
        "value": "2437591.75",
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      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
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      {
        "name": "COMMSTCK",
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      {
        "name": "ABBOTT LABS",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "CANADIAN PACIFIC KANSAS CITY LTD",
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      {
        "name": "COCA-COLA CO/THE",
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      {
        "name": "SHERWIN WILLIAMS CO",
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      {
        "name": "HOME DEPOT INC",
        "value": "1614961.60",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "1597692.60",
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      {
        "name": "ADOBE INC",
        "value": "1524513.25",
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      {
        "name": "MARRIOTT INTL-A",
        "value": "1425343.95",
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      {
        "name": "PEPSICO INC",
        "value": "1421006.70",
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      },
      {
        "name": "UNION PACIFIC CORP",
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      {
        "name": "AUTOMATIC DATA PROCESSING INC",
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      {
        "name": "COSTAR GROUP INC",
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      },
      {
        "name": "LILLY ELI and CO",
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        "weight": "0.00966806",
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      },
      {
        "name": "LVMH MOET HENNESSY-UNSP ADR Sponsored ADR",
        "value": "1278166.50",
        "weight": "0.00952233",
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      },
      {
        "name": "ZOETIS INC CL A",
        "value": "1163829.00",
        "weight": "0.00867051",
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      {
        "name": "NIKE INC CL B",
        "value": "1120817.50",
        "weight": "0.00835008",
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      },
      {
        "name": "ASTRAZENECA PLC SPONS ADR",
        "value": "1042648.60",
        "weight": "0.00776772",
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      },
      {
        "name": "GARTNER INC",
        "value": "990664.75",
        "weight": "0.00738044",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "981830.85",
        "weight": "0.00731463",
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      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "929868.40",
        "weight": "0.00692751",
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      },
      {
        "name": "OLD DOMINION FRT",
        "value": "877935.30",
        "weight": "0.00654061",
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      },
      {
        "name": "EOG RESOURCES INC",
        "value": "748450.50",
        "weight": "0.00557595",
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      },
      {
        "name": "DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND",
        "value": "641890.03",
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      },
      {
        "name": "OTIS WORLDWIDE CORP",
        "value": "583970.40",
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      },
      {
        "name": "DEERE & CO",
        "value": "357420.00",
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    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL C",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "184926.24",
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      {
        "name": "COSTCO WHOLESALE CORP",
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      {
        "name": "APPLE INC",
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      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "ORACLE CORP",
        "value": "111389.30",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "108127.16",
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      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
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      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "88037.27",
        "weight": "0.02933392",
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      {
        "name": "ACCENTURE PLC CL A",
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      {
        "name": "TJX COS INC",
        "value": "83359.72",
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      {
        "name": "LINDE PLC",
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      {
        "name": "AGILENT TECHNOLOGIES INC",
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      {
        "name": "US BANCORP DEL",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "DANAHER CORP",
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      {
        "name": "QUALCOMM INC",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
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      {
        "name": "ECOLAB INC",
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      {
        "name": "BLACKROCK INC",
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      {
        "name": "EQUIFAX INC",
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      {
        "name": "ANALOG DEVICES INC",
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      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
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      {
        "name": "TE CONNECTIVITY PLC",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "55008.80",
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      },
      {
        "name": "ADOBE INC",
        "value": "37183.25",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "35929.55",
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      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "22160.64",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001752724-25-066362",
      "as_of": "2025-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819940/000175272425066362/0001752724-25-066362-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001752724-25-065803",
      "as_of": "2025-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm"
    }
  ]
}