{
  "page": "compare",
  "query": {
    "a": "HRVIX",
    "b": "CWSIX"
  },
  "retrieved_at": "2026-07-07T18:45:20+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": "Heartland Value Plus Fund",
    "ticker": "HRVIX",
    "slug": "HRVIX",
    "series_id": "S000003524",
    "html_url": "https://fundwatcher.app/funds/HRVIX/"
  },
  "fund_b": {
    "name": "Carillon Chartwell Small Cap Value Fund",
    "ticker": "CWSIX",
    "slug": "CWSIX",
    "series_id": "S000075964",
    "html_url": "https://fundwatcher.app/funds/CWSIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1713144153490745865427331639",
    "coverage_b_by_a": "0.1713144153490745865427331639",
    "shared_count": 13,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "ROYALTY PHARMA-A",
        "value": "9594000.00",
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      },
      {
        "name": "ENVISTA HOLDINGS CORP",
        "value": "9513750.00",
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      },
      {
        "name": "STIFEL FINANCIAL CORP",
        "value": "9240000.00",
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      },
      {
        "name": "FNB CORP PA",
        "value": "9196000.00",
        "weight": "0.03148832",
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      },
      {
        "name": "FB FINANCIAL CORP",
        "value": "9089500.00",
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      },
      {
        "name": "SEACOAST BANKING CORP FLORIDA",
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      },
      {
        "name": "ASSOCIATED BANC CORP",
        "value": "8921700.00",
        "weight": "0.03054908",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "8866200.00",
        "weight": "0.03035904",
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      },
      {
        "name": "LITTELFUSE INC",
        "value": "8483750.00",
        "weight": "0.02904948",
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      },
      {
        "name": "EASTGROUP PROP",
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      },
      {
        "name": "FIRSTCASH HOLDINGS INC",
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      {
        "name": "PHINIA INC",
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      },
      {
        "name": "CAMDEN PROP TR",
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      },
      {
        "name": "MAGNOLIA OIL and GAS CORPO CL A",
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      },
      {
        "name": "GATES INDUSTRIAL",
        "value": "6783000.00",
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      },
      {
        "name": "NOV INC",
        "value": "6583500.00",
        "weight": "0.02254277",
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      },
      {
        "name": "MATERION CORP",
        "value": "6509250.00",
        "weight": "0.02228853",
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      },
      {
        "name": "ONE GAS INC",
        "value": "6459750.00",
        "weight": "0.02211903",
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      },
      {
        "name": "RENASANT CORP",
        "value": "6322750.00",
        "weight": "0.02164993",
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      },
      {
        "name": "MATADOR RESOURCES COMPANY",
        "value": "6318000.00",
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      },
      {
        "name": "BRADY CORPORATION CL A",
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      },
      {
        "name": "HANOVER INSURANCE GROUP INC",
        "value": "6067250.00",
        "weight": "0.02077506",
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      },
      {
        "name": "CTS CORP",
        "value": "5970000.00",
        "weight": "0.02044207",
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      },
      {
        "name": "COOPER COS INC",
        "value": "5720000.00",
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      },
      {
        "name": "GRANITE CONSTRUCTION INC",
        "value": "5694300.00",
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      {
        "name": "LATTICE SEMICONDUCTOR CORP",
        "value": "5565600.00",
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      },
      {
        "name": "WESCO INTL",
        "value": "5472400.00",
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      },
      {
        "name": "CENTURY COMMUNITIES INC",
        "value": "4877300.00",
        "weight": "0.01670052",
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      },
      {
        "name": "Silicon Motion Technology Corp. SPONSORED ADR",
        "value": "4491600.00",
        "weight": "0.01537983",
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      },
      {
        "name": "WYNDHAM HOTELS and RESORTS INC",
        "value": "4467650.00",
        "weight": "0.01529782",
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      },
      {
        "name": "GLACIER BANCORP INC",
        "value": "4467000.00",
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      },
      {
        "name": "HAYWARD HOLDINGS INC",
        "value": "4348500.00",
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      },
      {
        "name": "QUAKER HOUGHTON",
        "value": "4348050.00",
        "weight": "0.01488830",
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      },
      {
        "name": "PRIMO BRANDS CORP A",
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        "weight": "0.01450719",
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      {
        "name": "BUILDERS FIRSTSOURCE",
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      },
      {
        "name": "SEMTECH CORP",
        "value": "4036725.00",
        "weight": "0.01382228",
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      },
      {
        "name": "ACADEMY SPORTS and OUTDOORS INC",
        "value": "3951500.00",
        "weight": "0.01353046",
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      },
      {
        "name": "GENERAC HOLDINGS INC",
        "value": "3906600.00",
        "weight": "0.01337671",
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      {
        "name": "COLUMBIA SPORTSWEAR CO",
        "value": "3836700.00",
        "weight": "0.01313737",
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      },
      {
        "name": "ENERPAC TOOL GROUP CORP CL A",
        "value": "3647000.00",
        "weight": "0.01248781",
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      },
      {
        "name": "PRESTIGE CONSUMER HEALTHCARE INC",
        "value": "3556200.00",
        "weight": "0.01217690",
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      },
      {
        "name": "VIPER ENERGY INC A",
        "value": "3524250.00",
        "weight": "0.01206750",
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      },
      {
        "name": "INTEGER HOLDINGS CORP",
        "value": "3520000.00",
        "weight": "0.01205294",
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      },
      {
        "name": "SENSIENT TECHNOLOGIES CORP",
        "value": "3457600.00",
        "weight": "0.01183928",
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      },
      {
        "name": "NORTHWESTERN ENERGY GROUP INC",
        "value": "3297000.00",
        "weight": "0.01128936",
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      },
      {
        "name": "ACUSHNET HOLDINGS CORP",
        "value": "3271800.00",
        "weight": "0.01120307",
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      },
      {
        "name": "THOR INDUSTRIES INC",
        "value": "3195600.00",
        "weight": "0.01094216",
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      },
      {
        "name": "BJS WHSL CLUB HLDGS INC",
        "value": "2952600.00",
        "weight": "0.01011009",
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      },
      {
        "name": "IDEX CORPORATION",
        "value": "2843250.00",
        "weight": "0.00973566",
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      },
      {
        "name": "CENTERRA GOLD IN",
        "value": "2668500.00",
        "weight": "0.00913730",
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    ],
    "b_top": [
      {
        "name": "IPG PHOTONICS CORP",
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      {
        "name": "DIODES INC",
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      },
      {
        "name": "HELIOS TECHNOLOGIES INC",
        "value": "887109.39",
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      },
      {
        "name": "ICHOR HOLDINGS LTD",
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      {
        "name": "WEATHERFORD INTERNATIONAL PLC",
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      },
      {
        "name": "ELANCO ANIMAL HEALTH INC",
        "value": "773537.25",
        "weight": "0.01909624",
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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",
        "shared": true
      },
      {
        "name": "FNB CORP PA",
        "value": "758569.68",
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      },
      {
        "name": "NOMAD FOODS LTD",
        "value": "757123.85",
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      },
      {
        "name": "ROGERS CORP",
        "value": "747768.11",
        "weight": "0.01846008",
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      },
      {
        "name": "INTEGER HOLDINGS CORP",
        "value": "740960.00",
        "weight": "0.01829201",
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      },
      {
        "name": "VALVOLINE INC",
        "value": "718832.24",
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      },
      {
        "name": "UNITED BANKSHS",
        "value": "718471.32",
        "weight": "0.01773684",
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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",
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      },
      {
        "name": "NORTHWESTERN ENERGY GROUP INC",
        "value": "672060.48",
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      },
      {
        "name": "AVIENT CORP",
        "value": "671767.80",
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      },
      {
        "name": "AAR CORP",
        "value": "665297.88",
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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",
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      },
      {
        "name": "ENVISTA HOLDINGS CORP",
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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",
        "value": "551601.64",
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      },
      {
        "name": "PROVIDENT FINANCIAL SVCS INC",
        "value": "548297.92",
        "weight": "0.01353578",
        "shared": false
      },
      {
        "name": "KENNAMETAL INC",
        "value": "543431.33",
        "weight": "0.01341564",
        "shared": false
      },
      {
        "name": "WYNDHAM HOTELS and RESORTS INC",
        "value": "540829.34",
        "weight": "0.01335141",
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      },
      {
        "name": "ASHLAND INC",
        "value": "540696.03",
        "weight": "0.01334811",
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      },
      {
        "name": "PRIMO BRANDS CORP A",
        "value": "539121.73",
        "weight": "0.01330925",
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      },
      {
        "name": "CVB FINANCIAL CORP",
        "value": "536482.52",
        "weight": "0.01324410",
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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",
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      },
      {
        "name": "SELECTIVE INSURANCE GROUP INC",
        "value": "533082.69",
        "weight": "0.01316016",
        "shared": false
      },
      {
        "name": "CNX RESOURCES CORP",
        "value": "515606.25",
        "weight": "0.01272873",
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      },
      {
        "name": "FIRST FIN BANCRP",
        "value": "512852.60",
        "weight": "0.01266075",
        "shared": false
      },
      {
        "name": "MATADOR RESOURCES COMPANY",
        "value": "508030.38",
        "weight": "0.01254170",
        "shared": true
      },
      {
        "name": "KORN FERRY",
        "value": "506999.30",
        "weight": "0.01251625",
        "shared": false
      },
      {
        "name": "GENTHERM INC",
        "value": "498067.62",
        "weight": "0.01229575",
        "shared": false
      },
      {
        "name": "METHANEX CORP",
        "value": "492633.96",
        "weight": "0.01216161",
        "shared": false
      },
      {
        "name": "PRICESMART INC",
        "value": "474677.00",
        "weight": "0.01171831",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001049169-26-001040",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/809586/000104916926001040/0001049169-26-001040-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}