{
  "page": "compare",
  "query": {
    "a": "LMRIX",
    "b": "RYFIX"
  },
  "retrieved_at": "2026-07-07T17:11:48+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 Services Fund",
    "ticker": "RYFIX",
    "slug": "RYFIX",
    "series_id": "S000003807",
    "html_url": "https://fundwatcher.app/funds/RYFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2448541019864809693023085998",
    "coverage_b_by_a": "0.2448541019864809693023085998",
    "shared_count": 23,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "9912015.36",
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        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "5980163.64",
        "weight": "0.06283255",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "5742560.00",
        "weight": "0.06033609",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "5542875.00",
        "weight": "0.05823804",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
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      },
      {
        "name": "QCR HOLDINGS INC",
        "value": "4563628.15",
        "weight": "0.04794926",
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      },
      {
        "name": "COASTAL FINANCIAL CORP/WA",
        "value": "3987640.00",
        "weight": "0.04189745",
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      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "3800428.00",
        "weight": "0.03993044",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "3063372.08",
        "weight": "0.03218632",
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      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "2723283.20",
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      },
      {
        "name": "BROWN & BROWN",
        "value": "2595423.21",
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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",
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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",
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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",
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      },
      {
        "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",
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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",
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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",
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      },
      {
        "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",
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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",
        "shared": true
      },
      {
        "name": "FIRST AMERICAN FINANCIAL CORP",
        "value": "361740.00",
        "weight": "0.00380074",
        "shared": false
      },
      {
        "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": true
      },
      {
        "name": "RYAN SPECIALTY HOLDINGS INC",
        "value": "185570.00",
        "weight": "0.00194975",
        "shared": false
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    ],
    "b_top": [
      {
        "name": "BERKSHIRE HATH-B",
        "value": "237683.20",
        "weight": "0.03214303",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "216795.92",
        "weight": "0.02931835",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "181948.48",
        "weight": "0.02460576",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "153395.62",
        "weight": "0.02074442",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "140010.00",
        "weight": "0.01893422",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "128590.48",
        "weight": "0.01738990",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "122679.01",
        "weight": "0.01659047",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "111822.26",
        "weight": "0.01512226",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "111249.32",
        "weight": "0.01504478",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "97175.32",
        "weight": "0.01314148",
        "shared": true
      },
      {
        "name": "BLACKSTONE INC",
        "value": "97166.55",
        "weight": "0.01314030",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "92324.16",
        "weight": "0.01248544",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "92256.40",
        "weight": "0.01247627",
        "shared": false
      },
      {
        "name": "WELLTOWER INC",
        "value": "86794.69",
        "weight": "0.01173766",
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      },
      {
        "name": "S&P GLOBAL INC",
        "value": "85918.68",
        "weight": "0.01161919",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "85256.10",
        "weight": "0.01152959",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "81546.21",
        "weight": "0.01102788",
        "shared": false
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "80215.72",
        "weight": "0.01084796",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "78899.52",
        "weight": "0.01066996",
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      },
      {
        "name": "EQUINIX INC",
        "value": "74498.24",
        "weight": "0.01007475",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "74428.20",
        "weight": "0.01006528",
        "shared": true
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "70334.42",
        "weight": "0.00951166",
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      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "70304.16",
        "weight": "0.00950757",
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      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "70073.80",
        "weight": "0.00947641",
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      },
      {
        "name": "US BANCORP DEL",
        "value": "68237.12",
        "weight": "0.00922803",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "68212.25",
        "weight": "0.00922467",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "66615.88",
        "weight": "0.00900878",
        "shared": false
      },
      {
        "name": "KKR & CO INC",
        "value": "64010.00",
        "weight": "0.00865638",
        "shared": false
      },
      {
        "name": "MOODYS CORP",
        "value": "63256.25",
        "weight": "0.00855444",
        "shared": false
      },
      {
        "name": "WILLIS TOWERS WATSON PLC",
        "value": "62791.20",
        "weight": "0.00849155",
        "shared": false
      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "60953.65",
        "weight": "0.00824305",
        "shared": true
      },
      {
        "name": "NU HOLDINGS LTD/CAYMAN ISLANDS",
        "value": "60239.04",
        "weight": "0.00814641",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "59829.72",
        "weight": "0.00809106",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "58703.69",
        "weight": "0.00793878",
        "shared": false
      },
      {
        "name": "ARTHUR J GALLAGHAR AND CO",
        "value": "58693.18",
        "weight": "0.00793736",
        "shared": false
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "58336.00",
        "weight": "0.00788906",
        "shared": false
      },
      {
        "name": "SIMON PROPERTY",
        "value": "57637.77",
        "weight": "0.00779463",
        "shared": true
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "57380.40",
        "weight": "0.00775983",
        "shared": false
      },
      {
        "name": "AON PLC",
        "value": "56809.28",
        "weight": "0.00768259",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "56385.89",
        "weight": "0.00762533",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "55152.44",
        "weight": "0.00745853",
        "shared": false
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "55062.00",
        "weight": "0.00744630",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "54707.22",
        "weight": "0.00739832",
        "shared": false
      },
      {
        "name": "XP, Inc., Class A",
        "value": "54092.64",
        "weight": "0.00731521",
        "shared": false
      },
      {
        "name": "AFLAC INC",
        "value": "53538.48",
        "weight": "0.00724026",
        "shared": false
      },
      {
        "name": "BROOKFIELD CORP CL A",
        "value": "52934.76",
        "weight": "0.00715862",
        "shared": false
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "51198.92",
        "weight": "0.00692387",
        "shared": true
      },
      {
        "name": "NASDAQ INC",
        "value": "50085.10",
        "weight": "0.00677325",
        "shared": false
      },
      {
        "name": "PAYPAL HOLDINGS",
        "value": "49662.54",
        "weight": "0.00671610",
        "shared": false
      },
      {
        "name": "StoneCo Ltd., Class A",
        "value": "49561.20",
        "weight": "0.00670240",
        "shared": false
      }
    ]
  },
  "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": "0000940400-26-023048",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/899148/000094040026023048/0000940400-26-023048-index.htm"
    }
  ]
}