{
  "page": "compare",
  "query": {
    "a": "FSTBX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T16:59:24+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": "Federated Hermes Global Allocation Fund",
    "ticker": "FSTBX",
    "slug": "FSTBX",
    "series_id": "S000009117",
    "html_url": "https://fundwatcher.app/funds/FSTBX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3232500798012443892119094896",
    "coverage_b_by_a": "0.3232500798012443892119094893",
    "shared_count": 389,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "FEDERATED CORE TR MUTUAL FUND",
        "value": "24523273.69",
        "weight": "0.08469986",
        "shared": false
      },
      {
        "name": "FEDERATED CORE TR MTG CORE PORTFOLIO",
        "value": "11791227.21",
        "weight": "0.04072520",
        "shared": false
      },
      {
        "name": "Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class",
        "value": "7649485.95",
        "weight": "0.02642023",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "5991857.04",
        "weight": "0.02069501",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5396140.68",
        "weight": "0.01863749",
        "shared": true
      },
      {
        "name": "FEDERATED CORE TR III FEDERATED PROJ+TRADE FIN CORE",
        "value": "4428347.03",
        "weight": "0.01529487",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "4233737.20",
        "weight": "0.01462272",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3246390.00",
        "weight": "0.01121256",
        "shared": true
      },
      {
        "name": "TSMC",
        "value": "2960955.55",
        "weight": "0.01022671",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2903420.88",
        "weight": "0.01002800",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "2360639.40",
        "weight": "0.00815331",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2080270.50",
        "weight": "0.00718496",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "2019728.88",
        "weight": "0.00697585",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "1918765.17",
        "weight": "0.00662714",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1748407.38",
        "weight": "0.00603875",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1713800.30",
        "weight": "0.00591922",
        "shared": true
      },
      {
        "name": "FED HIGH YLD BOND PORT",
        "value": "1688186.48",
        "weight": "0.00583075",
        "shared": false
      },
      {
        "name": "SAMSUNG ELECTRONICS CO LTD",
        "value": "1578834.34",
        "weight": "0.00545307",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1499771.91",
        "weight": "0.00518000",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "1499096.25",
        "weight": "0.00517766",
        "shared": false
      },
      {
        "name": "BANCO SANTANDER SA",
        "value": "1318283.90",
        "weight": "0.00455316",
        "shared": true
      },
      {
        "name": "PETROBRAS-PREF",
        "value": "1197430.29",
        "weight": "0.00413575",
        "shared": false
      },
      {
        "name": "NU HOLDINGS LTD/CAYMAN ISLANDS",
        "value": "1146419.40",
        "weight": "0.00395957",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1135625.70",
        "weight": "0.00392229",
        "shared": true
      },
      {
        "name": "ASML Holding NV",
        "value": "1125792.26",
        "weight": "0.00388832",
        "shared": true
      },
      {
        "name": "VALE SA",
        "value": "1114447.61",
        "weight": "0.00384914",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1094429.98",
        "weight": "0.00378000",
        "shared": true
      },
      {
        "name": "NEWMONT CORP",
        "value": "1080690.00",
        "weight": "0.00373255",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1073727.96",
        "weight": "0.00370850",
        "shared": true
      },
      {
        "name": "BBVA",
        "value": "1034347.96",
        "weight": "0.00357249",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "1034172.48",
        "weight": "0.00357188",
        "shared": true
      },
      {
        "name": "RIO TINTO PLC",
        "value": "1009911.94",
        "weight": "0.00348809",
        "shared": true
      },
      {
        "name": "GERMANY FEDERAL REPUBLIC OF 0.25% 02/15/2027 REGS",
        "value": "976216.75",
        "weight": "0.00337171",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "960352.34",
        "weight": "0.00331692",
        "shared": true
      },
      {
        "name": "SK HYNIX INC",
        "value": "950359.18",
        "weight": "0.00328240",
        "shared": false
      },
      {
        "name": "ITAU UNIBAN-PREF",
        "value": "937005.27",
        "weight": "0.00323628",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "929293.44",
        "weight": "0.00320965",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "924897.32",
        "weight": "0.00319446",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "918153.60",
        "weight": "0.00317117",
        "shared": true
      },
      {
        "name": "TENCENT HOLDINGS LTD",
        "value": "874252.42",
        "weight": "0.00301954",
        "shared": false
      },
      {
        "name": "ITALY REPUBLIC OF 5% 08/01/2039 144A REGS",
        "value": "873809.36",
        "weight": "0.00301801",
        "shared": false
      },
      {
        "name": "MEXICAN BONOS MXN 5.75% 03-05-26",
        "value": "869898.97",
        "weight": "0.00300451",
        "shared": false
      },
      {
        "name": "ITALY REPUBLIC OF 1.65% 03/01/2032 144A REGS",
        "value": "844943.34",
        "weight": "0.00291831",
        "shared": false
      },
      {
        "name": "TELEF BRASIL",
        "value": "827474.18",
        "weight": "0.00285798",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "822232.94",
        "weight": "0.00283987",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "820419.60",
        "weight": "0.00283361",
        "shared": true
      },
      {
        "name": "UNITED KINGDOM GILT GBP REG S 1.625% 10-22-28",
        "value": "810258.45",
        "weight": "0.00279852",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "798334.62",
        "weight": "0.00275733",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "797073.90",
        "weight": "0.00275298",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "792085.00",
        "weight": "0.00273575",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "5945121.60",
        "weight": "0.05405829",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5234672.54",
        "weight": "0.04759826",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3662461.98",
        "weight": "0.03330234",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
        "weight": "0.02552051",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
        "weight": "0.02133374",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "1472501.75",
        "weight": "0.01338929",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1124573.68",
        "weight": "0.01022562",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
        "weight": "0.00943387",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1007780.40",
        "weight": "0.00916363",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "923897.60",
        "weight": "0.00840089",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "827184.96",
        "weight": "0.00752150",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
        "weight": "0.00696119",
        "shared": true
      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
        "weight": "0.00657679",
        "shared": true
      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
        "weight": "0.00650429",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "714797.60",
        "weight": "0.00649957",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "620775.89",
        "weight": "0.00564464",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
        "weight": "0.00542022",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
        "weight": "0.00520634",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "558630.00",
        "weight": "0.00507956",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "538287.75",
        "weight": "0.00489459",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "533787.20",
        "weight": "0.00485366",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "473618.76",
        "weight": "0.00430656",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "470291.25",
        "weight": "0.00427630",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "466779.48",
        "weight": "0.00424437",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "466058.13",
        "weight": "0.00423781",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "465458.22",
        "weight": "0.00423236",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "458472.66",
        "weight": "0.00416884",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "436070.70",
        "weight": "0.00396514",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
        "weight": "0.00392056",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
        "weight": "0.00386839",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
        "weight": "0.00380308",
        "shared": true
      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
        "weight": "0.00373165",
        "shared": true
      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
        "weight": "0.00358439",
        "shared": true
      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "392404.45",
        "weight": "0.00356809",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "379728.69",
        "weight": "0.00345283",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "378605.52",
        "weight": "0.00344262",
        "shared": true
      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
        "weight": "0.00339596",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "362844.90",
        "weight": "0.00329931",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "359545.75",
        "weight": "0.00326931",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "357035.97",
        "weight": "0.00324649",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
        "weight": "0.00319957",
        "shared": false
      },
      {
        "name": "NESTLE SA (REG)",
        "value": "351744.23",
        "weight": "0.00319837",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "344461.07",
        "weight": "0.00313214",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
        "weight": "0.00303994",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
        "weight": "0.00297521",
        "shared": false
      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
        "weight": "0.00289910",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000013386-26-000007",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/13386/000001338626000007/0000013386-26-000007-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}