{
  "page": "compare",
  "query": {
    "a": "LMRIX",
    "b": "FIDAX"
  },
  "retrieved_at": "2026-07-07T17:21:42+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": "1919 Financial Services Fund",
    "ticker": "LMRIX",
    "slug": "LMRIX",
    "series_id": "S000082984",
    "html_url": "https://fundwatcher.app/funds/LMRIX/"
  },
  "fund_b": {
    "name": "Financial Industries Fund",
    "ticker": "FIDAX",
    "slug": "FIDAX",
    "series_id": "S000000634",
    "html_url": "https://fundwatcher.app/funds/FIDAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2306086927648514185972584779",
    "coverage_b_by_a": "0.2306086927648514185972584778",
    "shared_count": 11,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "9912015.36",
        "weight": "0.10414384",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "5980163.64",
        "weight": "0.06283255",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "5742560.00",
        "weight": "0.06033609",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "5542875.00",
        "weight": "0.05823804",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "5031600.00",
        "weight": "0.05286616",
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      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "4933087.20",
        "weight": "0.05183110",
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      },
      {
        "name": "QCR HOLDINGS INC",
        "value": "4563628.15",
        "weight": "0.04794926",
        "shared": false
      },
      {
        "name": "COASTAL FINANCIAL CORP/WA",
        "value": "3987640.00",
        "weight": "0.04189745",
        "shared": true
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "3800428.00",
        "weight": "0.03993044",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "3063372.08",
        "weight": "0.03218632",
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      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "2723283.20",
        "weight": "0.02861307",
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      },
      {
        "name": "BROWN & BROWN",
        "value": "2595423.21",
        "weight": "0.02726967",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2483970.33",
        "weight": "0.02609865",
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      },
      {
        "name": "STOCK YARDS BANCORP INC",
        "value": "2386440.00",
        "weight": "0.02507392",
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      },
      {
        "name": "SOUTHSTATE BANK CORP",
        "value": "2227419.00",
        "weight": "0.02340311",
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      },
      {
        "name": "BANNER CORPORATI",
        "value": "2146251.60",
        "weight": "0.02255030",
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      },
      {
        "name": "M&T BANK CORP",
        "value": "2129216.00",
        "weight": "0.02237131",
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      },
      {
        "name": "SMARTFINANCIAL INC",
        "value": "1936140.44",
        "weight": "0.02034270",
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      },
      {
        "name": "MONEYMKT",
        "value": "1911373.23",
        "weight": "0.02008247",
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      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "1897500.00",
        "weight": "0.01993671",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "1871496.00",
        "weight": "0.01966349",
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      },
      {
        "name": "HANOVER INSURANCE GROUP INC",
        "value": "1713218.05",
        "weight": "0.01800049",
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      },
      {
        "name": "GLOBE LIFE INC",
        "value": "1666143.24",
        "weight": "0.01750588",
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      },
      {
        "name": "COMMUNITY FINANCIAL SYSTEM INC",
        "value": "1454520.00",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "1388145.00",
        "weight": "0.01458500",
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      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "1362479.86",
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      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "1336952.60",
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      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "1297784.80",
        "weight": "0.01363560",
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      },
      {
        "name": "REINSURANCE GROUP OF AMERICA",
        "value": "1139008.64",
        "weight": "0.01196737",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1049286.00",
        "weight": "0.01102467",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "743994.72",
        "weight": "0.00781702",
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      },
      {
        "name": "RLI CORP",
        "value": "725548.80",
        "weight": "0.00762322",
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      },
      {
        "name": "GLOBAL PAYMENTS INC",
        "value": "673000.00",
        "weight": "0.00707110",
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      },
      {
        "name": "BANCORP INC/THE",
        "value": "653894.10",
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      {
        "name": "AMALGAMATED FINANCIAL CORP",
        "value": "555841.00",
        "weight": "0.00584013",
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      },
      {
        "name": "SIMON PROPERTY",
        "value": "447672.00",
        "weight": "0.00470361",
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      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "424456.00",
        "weight": "0.00445969",
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      },
      {
        "name": "FIRST AMERICAN FINANCIAL CORP",
        "value": "361740.00",
        "weight": "0.00380074",
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      },
      {
        "name": "FISERV INC",
        "value": "342054.00",
        "weight": "0.00359390",
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      },
      {
        "name": "ATLANTIC UNION B",
        "value": "300216.00",
        "weight": "0.00315432",
        "shared": false
      },
      {
        "name": "STONEX GROUP INC",
        "value": "254047.50",
        "weight": "0.00266923",
        "shared": false
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "234745.00",
        "weight": "0.00246643",
        "shared": false
      },
      {
        "name": "RYAN SPECIALTY HOLDINGS INC",
        "value": "185570.00",
        "weight": "0.00194975",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "CITIZENS FINANCIAL GROUP INC",
        "value": "14171066.82",
        "weight": "0.05035396",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "12294031.20",
        "weight": "0.04368430",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "11392806.60",
        "weight": "0.04048198",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "11241338.16",
        "weight": "0.03994377",
        "shared": true
      },
      {
        "name": "COLUMBIA BANKING SYSTEMS INC",
        "value": "10818169.60",
        "weight": "0.03844013",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "10621388.95",
        "weight": "0.03774091",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "10176348.52",
        "weight": "0.03615955",
        "shared": true
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "10111646.34",
        "weight": "0.03592965",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "9440883.05",
        "weight": "0.03354623",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "9264354.40",
        "weight": "0.03291897",
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      },
      {
        "name": "CAIXABANK SA COMMON STOCK EUR1.0",
        "value": "8794299.61",
        "weight": "0.03124873",
        "shared": false
      },
      {
        "name": "NN GROUP NV COMMON STOCK EUR.12",
        "value": "8769488.51",
        "weight": "0.03116056",
        "shared": false
      },
      {
        "name": "CARLYLE GROUP INC (THE)",
        "value": "8724480.28",
        "weight": "0.03100064",
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      },
      {
        "name": "POPULAR INC",
        "value": "8616824.43",
        "weight": "0.03061810",
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      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "8305244.58",
        "weight": "0.02951097",
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      },
      {
        "name": "BANK OF IRELAND GROUP PLC COMMON STOCK EUR1.0",
        "value": "8290008.05",
        "weight": "0.02945683",
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      },
      {
        "name": "NASDAQ INC",
        "value": "8188173.90",
        "weight": "0.02909498",
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      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "7224034.60",
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      {
        "name": "SUMITOMO MITSUI TRUST GROUP IN COMMON STOCK",
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      },
      {
        "name": "ZIONS BANCORP NA",
        "value": "6847952.64",
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      {
        "name": "OLD NATL BANCORP",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "6594368.26",
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      {
        "name": "UNUM GROUP",
        "value": "6376617.92",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "6123531.96",
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      },
      {
        "name": "DEUTSCHE BANK AG REGISTERED COMMON STOCK",
        "value": "5602922.03",
        "weight": "0.01990883",
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      },
      {
        "name": "PINNACLE FINANCIAL PARTNERS INC",
        "value": "5127157.71",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "4949324.94",
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      },
      {
        "name": "KKR & CO INC",
        "value": "4756415.28",
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      },
      {
        "name": "PALOMAR HOLDINGS",
        "value": "4733373.41",
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      },
      {
        "name": "EASTERN BANKSHARES INC",
        "value": "4597469.04",
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      },
      {
        "name": "AMERICAN BUSINESS BANK COMMON STOCK",
        "value": "4505615.50",
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      },
      {
        "name": "MAREX GRP. PLC",
        "value": "4112789.52",
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      },
      {
        "name": "MIAMI INTERNATIONAL HOLDINGS INC",
        "value": "3957172.44",
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      },
      {
        "name": "JEFFERIES FINANCIAL GROUP INC",
        "value": "3316628.98",
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      },
      {
        "name": "AMERICAN INTEGRITY INSURANCE GROUP INC",
        "value": "3245649.33",
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      },
      {
        "name": "JH COLLATERAL",
        "value": "3183403.63",
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      },
      {
        "name": "RENASANT CORP",
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      },
      {
        "name": "COASTAL FINANCIAL CORP/WA",
        "value": "2590657.44",
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      },
      {
        "name": "M&T BANK CORP",
        "value": "1475213.06",
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        "shared": true
      },
      {
        "name": "SOUTHSTATE BANK CORP",
        "value": "1444592.61",
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      },
      {
        "name": "NBT BANCORP INC",
        "value": "1398123.24",
        "weight": "0.00496794",
        "shared": false
      },
      {
        "name": "FISERV INC",
        "value": "1354581.15",
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      },
      {
        "name": "ETHOS TECHNOLOGI",
        "value": "995933.75",
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      },
      {
        "name": "BOWHEAD SPECIALTY HOLDINGS INC",
        "value": "856603.68",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-247767",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1970751/000119312526247767/0001193125-26-247767-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000743861-26-000011",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/743861/000074386126000011/0000743861-26-000011-index.htm"
    }
  ]
}