{
  "page": "compare",
  "query": {
    "a": "IBLLX",
    "b": "FDFIX"
  },
  "retrieved_at": "2026-07-07T14:19:06+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": "Transamerica Multi-Managed Balanced",
    "ticker": "IBLLX",
    "slug": "IBLLX",
    "series_id": "S000007792",
    "html_url": "https://fundwatcher.app/funds/IBLLX/"
  },
  "fund_b": {
    "name": "Fidelity Flex 500 Index Fund",
    "ticker": "FDFIX",
    "slug": "FDFIX",
    "series_id": "S000056363",
    "html_url": "https://fundwatcher.app/funds/FDFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4670395140742290822256339842",
    "coverage_b_by_a": "0.4670395140742290822256339842",
    "shared_count": 153,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "77970003.30",
        "weight": "0.04763853",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "58725024.30",
        "weight": "0.03588013",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "50229932.62",
        "weight": "0.03068975",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "44394369.28",
        "weight": "0.02712431",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "34476925.60",
        "weight": "0.02106490",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "31870363.07",
        "weight": "0.01947232",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "23861955.35",
        "weight": "0.01457930",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "22471821.84",
        "weight": "0.01372995",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "21901482.72",
        "weight": "0.01338148",
        "shared": true
      },
      {
        "name": "FNCL 3 5/26",
        "value": "18199957.37",
        "weight": "0.01111991",
        "shared": false
      },
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "17083170.49",
        "weight": "0.01043757",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "16300683.96",
        "weight": "0.00995948",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "14845788.63",
        "weight": "0.00907056",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "13239816.37",
        "weight": "0.00808933",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "12799896.02",
        "weight": "0.00782055",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "12468536.40",
        "weight": "0.00761809",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "12428452.87",
        "weight": "0.00759360",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "11919662.39",
        "weight": "0.00728274",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "11666188.80",
        "weight": "0.00712787",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "11557101.60",
        "weight": "0.00706122",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "10654926.60",
        "weight": "0.00651000",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "10176157.32",
        "weight": "0.00621748",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "9560742.24",
        "weight": "0.00584147",
        "shared": true
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "9530156.46",
        "weight": "0.00582279",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "9436494.60",
        "weight": "0.00576556",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "9356806.44",
        "weight": "0.00571687",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "9332450.99",
        "weight": "0.00570199",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "9276513.50",
        "weight": "0.00566781",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "9245989.62",
        "weight": "0.00564916",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "9160949.20",
        "weight": "0.00559721",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "9069328.62",
        "weight": "0.00554123",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "8937830.97",
        "weight": "0.00546088",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "8910114.28",
        "weight": "0.00544395",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "8638508.19",
        "weight": "0.00527800",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "8584076.35",
        "weight": "0.00524474",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "7881245.34",
        "weight": "0.00481533",
        "shared": true
      },
      {
        "name": "FNCL 3.5 5/26",
        "value": "7701573.79",
        "weight": "0.00470555",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "7625519.86",
        "weight": "0.00465908",
        "shared": true
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "7331544.64",
        "weight": "0.00447947",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "7217061.91",
        "weight": "0.00440952",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "7204697.30",
        "weight": "0.00440196",
        "shared": true
      },
      {
        "name": "FNCL 2 5/26",
        "value": "7132650.52",
        "weight": "0.00435794",
        "shared": false
      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "7046274.40",
        "weight": "0.00430517",
        "shared": true
      },
      {
        "name": "3M CO",
        "value": "7004974.68",
        "weight": "0.00427994",
        "shared": true
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6968195.47",
        "weight": "0.00425747",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "6852618.63",
        "weight": "0.00418685",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6842892.60",
        "weight": "0.00418091",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "6835201.92",
        "weight": "0.00417621",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "6795332.34",
        "weight": "0.00415185",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "6793672.60",
        "weight": "0.00415083",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "589303286.13",
        "weight": "0.07239476",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "534259931.94",
        "weight": "0.06563279",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "399506517.46",
        "weight": "0.04907860",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "279607440.00",
        "weight": "0.03434923",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "247495975.92",
        "weight": "0.03040440",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "206535071.05",
        "weight": "0.02537243",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "198970758.42",
        "weight": "0.02444317",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "193218568.92",
        "weight": "0.02373653",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "154792465.68",
        "weight": "0.01901595",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "126715182.70",
        "weight": "0.01556671",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "114336585.14",
        "weight": "0.01404603",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "111868356.60",
        "weight": "0.01374281",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "88043130.00",
        "weight": "0.01081593",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "81909855.30",
        "weight": "0.01006247",
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      },
      {
        "name": "WALMART INC",
        "value": "76807233.45",
        "weight": "0.00943562",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "73930570.48",
        "weight": "0.00908223",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "63351990.73",
        "weight": "0.00778267",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "61329683.25",
        "weight": "0.00753423",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "58030962.00",
        "weight": "0.00712899",
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      },
      {
        "name": "ABBVIE INC",
        "value": "56129708.40",
        "weight": "0.00689543",
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      },
      {
        "name": "NETFLIX INC",
        "value": "55826418.00",
        "weight": "0.00685817",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "53469891.20",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "51857490.48",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "49410022.64",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "48397733.44",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "47570090.37",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "45797407.59",
        "weight": "0.00562612",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "44612393.88",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "43225168.80",
        "weight": "0.00531013",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "42892041.93",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "42849996.90",
        "weight": "0.00526404",
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      },
      {
        "name": "MERCK & CO",
        "value": "42054596.26",
        "weight": "0.00516633",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "40595592.00",
        "weight": "0.00498709",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "40207796.01",
        "weight": "0.00493945",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "39815154.47",
        "weight": "0.00489121",
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      },
      {
        "name": "RTX CORP",
        "value": "37180972.62",
        "weight": "0.00456761",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "36363427.11",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "35284488.93",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "34978783.95",
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      },
      {
        "name": "ORACLE CORP",
        "value": "33472824.80",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "33257442.72",
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      },
      {
        "name": "LINDE PLC",
        "value": "32466312.00",
        "weight": "0.00398842",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "32435894.40",
        "weight": "0.00398469",
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      },
      {
        "name": "PEPSICO INC",
        "value": "31774988.52",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "30719015.64",
        "weight": "0.00377377",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "28931732.66",
        "weight": "0.00355421",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "28601181.44",
        "weight": "0.00351360",
        "shared": false
      },
      {
        "name": "INTEL CORP",
        "value": "27991039.44",
        "weight": "0.00343864",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "27695954.00",
        "weight": "0.00340239",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "27520106.76",
        "weight": "0.00338079",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-063314",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/787623/000141036826063314/0001410368-26-063314-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002571",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819118/000003540226002571/0000035402-26-002571-index.htm"
    }
  ]
}