{
  "page": "compare",
  "query": {
    "a": "HSUAX",
    "b": "MGRIX"
  },
  "retrieved_at": "2026-07-07T19:40:01+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": "Rational Dynamic Brands Fund",
    "ticker": "HSUAX",
    "slug": "HSUAX",
    "series_id": "S000005874",
    "html_url": "https://fundwatcher.app/funds/HSUAX/"
  },
  "fund_b": {
    "name": "Marsico Growth Fund",
    "ticker": "MGRIX",
    "slug": "MGRIX",
    "series_id": "S000007711",
    "html_url": "https://fundwatcher.app/funds/MGRIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4448888911468430886727982336",
    "coverage_b_by_a": "0.4448888911468430886727982337",
    "shared_count": 11,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "APPLE INC",
        "value": "3433778.70",
        "weight": "0.06692500",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2789776.65",
        "weight": "0.05437328",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "2764312.50",
        "weight": "0.05387698",
        "shared": true
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "2636755.50",
        "weight": "0.05139087",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "2624596.62",
        "weight": "0.05115389",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2588040.00",
        "weight": "0.05044139",
        "shared": true
      },
      {
        "name": "Spotify Technology SA",
        "value": "2555475.70",
        "weight": "0.04980671",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "2541526.00",
        "weight": "0.04953483",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "2481585.00",
        "weight": "0.04836657",
        "shared": false
      },
      {
        "name": "FIRST AM-TR OB-X",
        "value": "2454866.39",
        "weight": "0.04784581",
        "shared": false
      },
      {
        "name": "Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD",
        "value": "2304369.00",
        "weight": "0.04491259",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "2214880.00",
        "weight": "0.04316843",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "2196675.00",
        "weight": "0.04281362",
        "shared": true
      },
      {
        "name": "ALIBABA GROUP HOLDING LTD SPON ADR",
        "value": "2169203.40",
        "weight": "0.04227819",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "1955085.00",
        "weight": "0.03810498",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1720179.99",
        "weight": "0.03352664",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1702620.00",
        "weight": "0.03318439",
        "shared": true
      },
      {
        "name": "GLOBAL X DEFENSE TECH ETF",
        "value": "1558480.00",
        "weight": "0.03037507",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "1370466.00",
        "weight": "0.02671064",
        "shared": false
      },
      {
        "name": "APPLOVIN CORP",
        "value": "1313400.00",
        "weight": "0.02559842",
        "shared": false
      },
      {
        "name": "NU Holdings Ltd/Cayman Islands",
        "value": "1106490.00",
        "weight": "0.02156570",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1097100.00",
        "weight": "0.02138269",
        "shared": false
      },
      {
        "name": "HEICO CORP",
        "value": "1096800.00",
        "weight": "0.02137684",
        "shared": true
      },
      {
        "name": "BLACKSTONE INC",
        "value": "1069407.00",
        "weight": "0.02084295",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "619020.00",
        "weight": "0.01206482",
        "shared": true
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "474480.00",
        "weight": "0.00924771",
        "shared": false
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "468492.00",
        "weight": "0.00913100",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "26045768.00",
        "weight": "0.07378981",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "24937659.19",
        "weight": "0.07065045",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "24050368.16",
        "weight": "0.06813668",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "23953549.24",
        "weight": "0.06786238",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "21084513.03",
        "weight": "0.05973417",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "18754873.20",
        "weight": "0.05313410",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "17796239.80",
        "weight": "0.05041822",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "15107664.78",
        "weight": "0.04280126",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "14231349.27",
        "weight": "0.04031859",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "13631762.40",
        "weight": "0.03861991",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "13224433.77",
        "weight": "0.03746591",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "12410555.08",
        "weight": "0.03516013",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "11795431.05",
        "weight": "0.03341743",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "11709080.60",
        "weight": "0.03317279",
        "shared": false
      },
      {
        "name": "Siemens Energy AG NPV",
        "value": "10965716.14",
        "weight": "0.03106678",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "10433841.88",
        "weight": "0.02955994",
        "shared": false
      },
      {
        "name": "STATE STR INSTL INVT TR TREAS MMKT FD INST",
        "value": "9954369.88",
        "weight": "0.02820155",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "9624583.43",
        "weight": "0.02726724",
        "shared": false
      },
      {
        "name": "SHERWIN WILLIAMS CO",
        "value": "9399808.20",
        "weight": "0.02663043",
        "shared": false
      },
      {
        "name": "DOORDASH INC-A",
        "value": "8254045.80",
        "weight": "0.02338439",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "8181624.22",
        "weight": "0.02317922",
        "shared": false
      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "7283962.80",
        "weight": "0.02063607",
        "shared": false
      },
      {
        "name": "HEICO CORP",
        "value": "6831144.60",
        "weight": "0.01935320",
        "shared": true
      },
      {
        "name": "ASML Holding NV - NY Reg Shares",
        "value": "5703343.94",
        "weight": "0.01615804",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "5062822.24",
        "weight": "0.01434339",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "4625855.26",
        "weight": "0.01310543",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "4211338.22",
        "weight": "0.01193107",
        "shared": false
      },
      {
        "name": "AMETEK INC NEW",
        "value": "3706713.12",
        "weight": "0.01050142",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008456",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/810695/000091047226008456/0000910472-26-008456-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-241002",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1047112/000119312526241002/0001193125-26-241002-index.htm"
    }
  ]
}