{
  "page": "compare",
  "query": {
    "a": "IBNAX",
    "b": "WCEAX"
  },
  "retrieved_at": "2026-07-07T18:38:26+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": "Nomura Balanced Fund",
    "ticker": "IBNAX",
    "slug": "IBNAX",
    "series_id": "S000024823",
    "html_url": "https://fundwatcher.app/funds/IBNAX/"
  },
  "fund_b": {
    "name": "Nomura Core Equity Fund",
    "ticker": "WCEAX",
    "slug": "WCEAX",
    "series_id": "S000006288",
    "html_url": "https://fundwatcher.app/funds/WCEAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5811775016126304002818961032",
    "coverage_b_by_a": "0.5811775016126304002818961032",
    "shared_count": 52,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "97746033.90",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "81351321.60",
        "weight": "0.04467216",
        "shared": true
      },
      {
        "name": "iShares Trust CORE US AGGREGATE BD ETF",
        "value": "60400136.61",
        "weight": "0.03316731",
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      },
      {
        "name": "ISHARES US TREASURY BOND ETF",
        "value": "54591574.61",
        "weight": "0.02997768",
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      },
      {
        "name": "APPLE INC",
        "value": "53271028.58",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "52048035.40",
        "weight": "0.02858095",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "47286639.90",
        "weight": "0.02596635",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "40255236.84",
        "weight": "0.02210522",
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      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "37806502.08",
        "weight": "0.02076055",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "37192090.41",
        "weight": "0.02042316",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "34454824.53",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "31290484.80",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "28777894.83",
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      },
      {
        "name": "EATON CORP PLC",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "28455651.42",
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      },
      {
        "name": "BROADCOM INC",
        "value": "27134122.68",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "27123762.60",
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      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "26831642.40",
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      },
      {
        "name": "CUMMINS INC",
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      },
      {
        "name": "COMMSTCK",
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      {
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      },
      {
        "name": "AUTOZONE INC",
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      {
        "name": "COMMSTCK",
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      {
        "name": "FN MA4305",
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      },
      {
        "name": "DANAHER CORP",
        "value": "20240748.00",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "20137796.98",
        "weight": "0.01105820",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "18881946.72",
        "weight": "0.01036858",
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      },
      {
        "name": "ENTERGY CORP",
        "value": "18765917.76",
        "weight": "0.01030486",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "18199759.49",
        "weight": "0.00999397",
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      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "17715561.03",
        "weight": "0.00972808",
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      },
      {
        "name": "CARRIER GLOBAL CORP",
        "value": "17543887.29",
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      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "17274535.82",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "GILEAD SCIENCES INC",
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      },
      {
        "name": "ALLY FINANCIAL INC",
        "value": "16299398.09",
        "weight": "0.00895043",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "16202081.07",
        "weight": "0.00889699",
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      },
      {
        "name": "INTUIT INC",
        "value": "15909422.10",
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      },
      {
        "name": "AON PLC",
        "value": "14985707.06",
        "weight": "0.00822905",
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      {
        "name": "AT&T INC",
        "value": "14529005.27",
        "weight": "0.00797826",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "14363867.76",
        "weight": "0.00788758",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "13658476.19",
        "weight": "0.00750023",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "13264411.26",
        "weight": "0.00728384",
        "shared": true
      },
      {
        "name": "CROWN HOLDINGS INC",
        "value": "12930245.00",
        "weight": "0.00710034",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "11196060.83",
        "weight": "0.00614805",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "10846727.84",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "10681092.15",
        "weight": "0.00586527",
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      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "9722743.80",
        "weight": "0.00533902",
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      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "9412170.12",
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      },
      {
        "name": "BLACKSTONE INC",
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    ],
    "b_top": [
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        "name": "NVIDIA CORP",
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      },
      {
        "name": "ALPHABET INC CL A",
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      {
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      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
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      },
      {
        "name": "HOWMET AEROSPACE INC",
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      {
        "name": "MICROSOFT CORP",
        "value": "116993339.01",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "95796217.62",
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      {
        "name": "AMAZON.COM INC",
        "value": "95210838.77",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "89356853.11",
        "weight": "0.02635454",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "89002602.80",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "84235296.75",
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      },
      {
        "name": "BROADCOM INC",
        "value": "84040321.77",
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      {
        "name": "CUMMINS INC",
        "value": "83279577.78",
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      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
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      {
        "name": "COMMSTCK",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "AUTOZONE INC",
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      {
        "name": "COMMSTCK",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "DANAHER CORP",
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      },
      {
        "name": "NEXTERA ENERGY INC",
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      {
        "name": "ENTERGY CORP",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "56148716.61",
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      {
        "name": "CBOE GLOBAL MARKETS INC",
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        "name": "CARRIER GLOBAL CORP",
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      {
        "name": "FERGUSON ENTERPRISES INC",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      },
      {
        "name": "GILEAD SCIENCES INC",
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      },
      {
        "name": "ALLY FINANCIAL INC",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "INTUIT INC",
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      },
      {
        "name": "AON PLC",
        "value": "46399947.78",
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      },
      {
        "name": "AT&T INC",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "41001018.17",
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      },
      {
        "name": "CROWN HOLDINGS INC",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "34583978.82",
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      },
      {
        "name": "ADV MICRO DEVICE",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
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      },
      {
        "name": "VULCAN MATERIALS CO",
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      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "31571461.53",
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      },
      {
        "name": "BlackRock Liquidity FedFund - Institutional Class",
        "value": "31571460.84",
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      },
      {
        "name": "MONEYMKT",
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      },
      {
        "name": "MONEYMKT",
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      },
      {
        "name": "BLACKSTONE INC",
        "value": "29107878.66",
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      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "27962695.60",
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      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "27800687.32",
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      },
      {
        "name": "ABBVIE INC",
        "value": "25334105.16",
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      },
      {
        "name": "NETFLIX INC",
        "value": "21287802.30",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-022044",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/883622/000094040026022044/0000940400-26-022044-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-022034",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/883622/000094040026022034/0000940400-26-022034-index.htm"
    }
  ]
}