{
  "page": "compare",
  "query": {
    "a": "GILAX",
    "b": "MFSV"
  },
  "retrieved_at": "2026-07-07T14:26:21+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": "Lord Abbett Fundamental Equity Fund",
    "ticker": "GILAX",
    "slug": "GILAX",
    "series_id": "S000007138",
    "html_url": "https://fundwatcher.app/funds/GILAX/"
  },
  "fund_b": {
    "name": "MFS Active Value ETF",
    "ticker": "MFSV",
    "slug": "MFSV",
    "series_id": "S000085670",
    "html_url": "https://fundwatcher.app/funds/MFSV/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2345999951751654594435136115",
    "coverage_b_by_a": "0.2345999951751654594435136116",
    "shared_count": 15,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "121489056.00",
        "weight": "0.05494246",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "80806448.94",
        "weight": "0.03654408",
        "shared": true
      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "59873100.10",
        "weight": "0.02707713",
        "shared": false
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "53565134.70",
        "weight": "0.02422441",
        "shared": false
      },
      {
        "name": "SHELL PLC SPONS ADR",
        "value": "52524858.99",
        "weight": "0.02375395",
        "shared": false
      },
      {
        "name": "UNITED THERAPEUTICS CORP DEL",
        "value": "52328803.80",
        "weight": "0.02366529",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "52103273.94",
        "weight": "0.02356329",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "51151747.11",
        "weight": "0.02313297",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "49719435.61",
        "weight": "0.02248522",
        "shared": true
      },
      {
        "name": "STEEL DYNAMICS INC",
        "value": "45552730.56",
        "weight": "0.02060086",
        "shared": false
      },
      {
        "name": "DICKS SPORTING GOODS INC",
        "value": "45052696.80",
        "weight": "0.02037472",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "44378443.50",
        "weight": "0.02006980",
        "shared": true
      },
      {
        "name": "CARLSBERG-B",
        "value": "43434248.35",
        "weight": "0.01964279",
        "shared": false
      },
      {
        "name": "Novartis AG",
        "value": "43260910.00",
        "weight": "0.01956440",
        "shared": false
      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "42595225.64",
        "weight": "0.01926335",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "42251980.18",
        "weight": "0.01910812",
        "shared": false
      },
      {
        "name": "TEVA PHARMACEUTICAL IND ADR",
        "value": "41649763.26",
        "weight": "0.01883578",
        "shared": false
      },
      {
        "name": "MCKESSON CORP",
        "value": "39763010.40",
        "weight": "0.01798251",
        "shared": true
      },
      {
        "name": "AERCAP HOLDINGS NV",
        "value": "39723092.67",
        "weight": "0.01796445",
        "shared": false
      },
      {
        "name": "AON PLC",
        "value": "39324308.65",
        "weight": "0.01778411",
        "shared": true
      },
      {
        "name": "PERMIAN RESOURCES CORP CL A",
        "value": "39094797.40",
        "weight": "0.01768031",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "38713502.40",
        "weight": "0.01750787",
        "shared": true
      },
      {
        "name": "SEI INVESTMENTS",
        "value": "38506899.28",
        "weight": "0.01741444",
        "shared": false
      },
      {
        "name": "RENAISSANCERE HLDGS LTD",
        "value": "38499563.46",
        "weight": "0.01741112",
        "shared": false
      },
      {
        "name": "ASML HOLDING-NY",
        "value": "38492982.50",
        "weight": "0.01740815",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "38466591.38",
        "weight": "0.01739621",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "37835919.00",
        "weight": "0.01711099",
        "shared": false
      },
      {
        "name": "ENTERGY CORP",
        "value": "37369923.76",
        "weight": "0.01690025",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "36908810.70",
        "weight": "0.01669172",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "36867644.00",
        "weight": "0.01667310",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "36113549.40",
        "weight": "0.01633207",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "34717680.80",
        "weight": "0.01570080",
        "shared": false
      },
      {
        "name": "CRH PLC",
        "value": "34117867.78",
        "weight": "0.01542954",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "33799733.20",
        "weight": "0.01528566",
        "shared": true
      },
      {
        "name": "IQVIA HOLDINGS INC",
        "value": "33671837.55",
        "weight": "0.01522782",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "33573381.45",
        "weight": "0.01518330",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "33282905.40",
        "weight": "0.01505193",
        "shared": true
      },
      {
        "name": "AECOM",
        "value": "32105175.00",
        "weight": "0.01451931",
        "shared": false
      },
      {
        "name": "LABCORP HOLDINGS INC",
        "value": "31884031.20",
        "weight": "0.01441930",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "31747017.60",
        "weight": "0.01435734",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "31207543.80",
        "weight": "0.01411336",
        "shared": false
      },
      {
        "name": "LYONDELLBASELL INDS CLASS A",
        "value": "31126924.60",
        "weight": "0.01407690",
        "shared": false
      },
      {
        "name": "EXPAND ENERGY CORP",
        "value": "30994863.75",
        "weight": "0.01401718",
        "shared": false
      },
      {
        "name": "TD SYNNEX CORP",
        "value": "30707551.68",
        "weight": "0.01388725",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "30328646.40",
        "weight": "0.01371589",
        "shared": false
      },
      {
        "name": "KKR & CO INC",
        "value": "30255365.46",
        "weight": "0.01368275",
        "shared": true
      },
      {
        "name": "ALLEGION PLC",
        "value": "30239275.92",
        "weight": "0.01367547",
        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "29759248.00",
        "weight": "0.01345838",
        "shared": true
      },
      {
        "name": "EMCOR GROUP INC",
        "value": "28832149.45",
        "weight": "0.01303911",
        "shared": false
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "28319835.60",
        "weight": "0.01280742",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "12138126.00",
        "weight": "0.04286517",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "10399968.21",
        "weight": "0.03672696",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "8994145.00",
        "weight": "0.03176237",
        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "8972438.04",
        "weight": "0.03168571",
        "shared": true
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "8085978.00",
        "weight": "0.02855522",
        "shared": false
      },
      {
        "name": "KLA CORP",
        "value": "7549571.60",
        "weight": "0.02666093",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "7185496.90",
        "weight": "0.02537522",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "6718130.72",
        "weight": "0.02372474",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "6643313.58",
        "weight": "0.02346052",
        "shared": false
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "6615698.40",
        "weight": "0.02336300",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "6585303.99",
        "weight": "0.02325567",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "6571085.51",
        "weight": "0.02320545",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "6456081.06",
        "weight": "0.02279932",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "6269515.75",
        "weight": "0.02214048",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "5898988.26",
        "weight": "0.02083198",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "5826133.18",
        "weight": "0.02057469",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "5386087.20",
        "weight": "0.01902069",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "5347678.70",
        "weight": "0.01888506",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "5037850.92",
        "weight": "0.01779091",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5037618.45",
        "weight": "0.01779009",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "4961174.16",
        "weight": "0.01752013",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "4941782.20",
        "weight": "0.01745165",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "4928801.12",
        "weight": "0.01740581",
        "shared": false
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "4793399.38",
        "weight": "0.01692765",
        "shared": false
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "4704123.72",
        "weight": "0.01661237",
        "shared": false
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "4653004.72",
        "weight": "0.01643185",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "4606875.80",
        "weight": "0.01626895",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "4521426.00",
        "weight": "0.01596719",
        "shared": false
      },
      {
        "name": "NASDAQ INC",
        "value": "4495481.40",
        "weight": "0.01587556",
        "shared": false
      },
      {
        "name": "NXP SEMICONDUCTORS NV",
        "value": "4486171.62",
        "weight": "0.01584269",
        "shared": false
      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "4442327.06",
        "weight": "0.01568785",
        "shared": false
      },
      {
        "name": "PACCAR INC",
        "value": "4425759.00",
        "weight": "0.01562934",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4124578.59",
        "weight": "0.01456574",
        "shared": false
      },
      {
        "name": "KKR & CO INC",
        "value": "4074489.60",
        "weight": "0.01438885",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "4055012.16",
        "weight": "0.01432007",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3989726.40",
        "weight": "0.01408952",
        "shared": false
      },
      {
        "name": "AON PLC",
        "value": "3930701.99",
        "weight": "0.01388107",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "3784762.56",
        "weight": "0.01336570",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "3784655.70",
        "weight": "0.01336532",
        "shared": true
      },
      {
        "name": "ILLINOIS TOOL WORKS INC",
        "value": "3643918.94",
        "weight": "0.01286831",
        "shared": false
      },
      {
        "name": "EQUIFAX INC",
        "value": "3642172.80",
        "weight": "0.01286215",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "3604653.12",
        "weight": "0.01272965",
        "shared": false
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "3501440.00",
        "weight": "0.01236516",
        "shared": false
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "3125610.52",
        "weight": "0.01103793",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "3053400.65",
        "weight": "0.01078293",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "2936780.77",
        "weight": "0.01037109",
        "shared": true
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "2857989.38",
        "weight": "0.01009284",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "2815793.05",
        "weight": "0.00994383",
        "shared": false
      },
      {
        "name": "CRH PLC",
        "value": "2662956.10",
        "weight": "0.00940409",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "2659435.18",
        "weight": "0.00939166",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-068164",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898031/000141036826068164/0001410368-26-068164-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040083",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2018846/000141036826040083/0001410368-26-040083-index.htm"
    }
  ]
}