{
  "page": "compare",
  "query": {
    "a": "ESGIX",
    "b": "AFDIX"
  },
  "retrieved_at": "2026-07-07T15:41:43+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": "DANA EPIPHANY EQUITY FUND",
    "ticker": "ESGIX",
    "slug": "ESGIX",
    "series_id": "S000063526",
    "html_url": "https://fundwatcher.app/funds/ESGIX/"
  },
  "fund_b": {
    "name": "Large Cap Equity Fund",
    "ticker": "AFDIX",
    "slug": "AFDIX",
    "series_id": "S000006203",
    "html_url": "https://fundwatcher.app/funds/AFDIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4221670358311150751625250969",
    "coverage_b_by_a": "0.4221670358311150751625250969",
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    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
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      },
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        "name": "APPLE INC",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4386720.00",
        "weight": "0.05681556",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "AMAZON.COM INC",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "NXP SEMICONDUCTO",
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      },
      {
        "name": "VERTIV HOLDINGS CO",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1738500.00",
        "weight": "0.02251656",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1727662.00",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
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      {
        "name": "CRH PLC",
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      },
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      },
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        "name": "SLB LTD",
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        "name": "AMERICAN TOWER CORP",
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        "name": "ORACLE CORP",
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      },
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        "name": "DIAMONDBACK ENERGY INC",
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      {
        "name": "FERGUSON ENTERPRISES INC",
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      {
        "name": "PEPSICO INC",
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      {
        "name": "HOWMET AEROSPACE INC",
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        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "STERIS PLC",
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      {
        "name": "SCHWAB CHARLES CORP",
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        "name": "ACCENTURE PLC-A",
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      {
        "name": "SYSCO CORP",
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      {
        "name": "ALLSTATE CORPORATION",
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      {
        "name": "IQVIA HOLDINGS INC",
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      {
        "name": "RESMED INC",
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        "name": "AT&T INC",
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        "name": "AMERICAN EXPRESS CO",
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        "name": "ZOETIS INC CL A",
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        "name": "KIMBERLY CLARK CORP",
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      {
        "name": "DELTA AIR LI",
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      {
        "name": "AUTOLIV INC",
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      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
        "value": "941335.11",
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      {
        "name": "WARNER MUSIC GRP CORP CL A",
        "value": "918775.00",
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      },
      {
        "name": "SERVICENOW INC",
        "value": "909593.00",
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      {
        "name": "PPL CORPORATION",
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      {
        "name": "GENUINE PARTS CO",
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      {
        "name": "ARAMARK",
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      {
        "name": "PULTEGROUP INC",
        "value": "734160.00",
        "weight": "0.00950863",
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      {
        "name": "MONEY MARKET FUND",
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      },
      {
        "name": "ALPHABET INC CL C",
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        "value": "152417514.08",
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        "name": "AMAZON.COM INC",
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        "name": "BROADCOM INC",
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      {
        "name": "META PLATFORMS INC CL A",
        "value": "77808317.50",
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      {
        "name": "NEXTERA ENERGY INC",
        "value": "54142444.50",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "53492148.78",
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      {
        "name": "TESLA INC",
        "value": "51448198.53",
        "weight": "0.01604928",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "49194986.70",
        "weight": "0.01534639",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "48532507.40",
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      {
        "name": "LILLY ELI and CO",
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      {
        "name": "BANK OF AMERICA CORPORATION",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "REGIONS FINANCIAL CORP",
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      {
        "name": "ANALOG DEVICES INC",
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      {
        "name": "CUMMINS INC",
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      {
        "name": "TJX COS INC",
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        "name": "S&P GLOBAL INC",
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      {
        "name": "WELLTOWER INC",
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      {
        "name": "PROLOGIS INC REIT",
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        "name": "LINDE PLC",
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        "name": "AMERICAN EXPRESS CO",
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        "name": "DANAHER CORP",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "CADENCE DESIGN SYSTEMS INC",
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      {
        "name": "GILEAD SCIENCES INC",
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      {
        "name": "WILLIAMS COS INC",
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        "name": "GOLDMAN SACHS GROUP INC",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "APPLIED MATERIALS INC",
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      },
      {
        "name": "SLB LTD",
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      {
        "name": "THE CIGNA GROUP",
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      },
      {
        "name": "HONEYWELL INTL INC",
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        "name": "XYLEM INC",
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        "name": "TRANE TECHNOLOGI",
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        "name": "SYSCO CORP",
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        "name": "MORGAN STANLEY",
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        "name": "MOTOROLA SOLUTIONS INC",
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        "name": "EATON CORP PLC",
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      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      {
        "name": "JOHNSON CONTROLS",
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      },
      {
        "name": "MARRIOTT INTL-A",
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      {
        "name": "METLIFE INC",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "CHENIERE ENERGY INC",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-010308",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1437249/000091047226010308/0000910472-26-010308-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-129677",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm"
    }
  ]
}