{
  "page": "compare",
  "query": {
    "a": "MPBAX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T17:12:01+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": "Global Strategist Portfolio",
    "ticker": "MPBAX",
    "slug": "MPBAX",
    "series_id": "S000004124",
    "html_url": "https://fundwatcher.app/funds/MPBAX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4280374930798740214785127978",
    "coverage_b_by_a": "0.4280374930798740214785127977",
    "shared_count": 1039,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MSILF-GOVT-INS",
        "value": "25880024.61",
        "weight": "0.04567593",
        "shared": false
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "23591504.62",
        "weight": "0.04163690",
        "shared": false
      },
      {
        "name": "BRAZIL LETRAS DO TESOURO NACIONAL 0% 01/01/2029",
        "value": "15540349.33",
        "weight": "0.02742733",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "14177499.20",
        "weight": "0.02502202",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "12462357.95",
        "weight": "0.02199495",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "8620889.13",
        "weight": "0.01521510",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "6425129.50",
        "weight": "0.01133978",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "5533105.06",
        "weight": "0.00976544",
        "shared": false
      },
      {
        "name": "Gouvernement De France",
        "value": "5448293.88",
        "weight": "0.00961575",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "5401239.48",
        "weight": "0.00953271",
        "shared": true
      },
      {
        "name": "French Republic Government Bonds OAT",
        "value": "5085812.15",
        "weight": "0.00897600",
        "shared": false
      },
      {
        "name": "GERMANY FEDERAL REPUBLIC OF 1.3% 10/15/2027 REGS",
        "value": "4988603.32",
        "weight": "0.00880444",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4776468.77",
        "weight": "0.00843004",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4561557.60",
        "weight": "0.00805074",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "4547939.94",
        "weight": "0.00802671",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "4530953.70",
        "weight": "0.00799673",
        "shared": true
      },
      {
        "name": "JAPAN GOVT  2-YR",
        "value": "4445919.85",
        "weight": "0.00784665",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "4107321.27",
        "weight": "0.00724906",
        "shared": false
      },
      {
        "name": "CHINA GOVT BOND",
        "value": "3935379.52",
        "weight": "0.00694559",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "3476606.00",
        "weight": "0.00613590",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "3420456.65",
        "weight": "0.00603680",
        "shared": false
      },
      {
        "name": "Corp. Andina de Fomento",
        "value": "3363512.33",
        "weight": "0.00593630",
        "shared": false
      },
      {
        "name": "Fannie Mae Pool",
        "value": "3359592.60",
        "weight": "0.00592938",
        "shared": false
      },
      {
        "name": "FNCL 5 4/26",
        "value": "3332072.78",
        "weight": "0.00588081",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3252210.95",
        "weight": "0.00573986",
        "shared": false
      },
      {
        "name": "People's Republic of China",
        "value": "3024548.10",
        "weight": "0.00533806",
        "shared": false
      },
      {
        "name": "CHINA GOVT BOND",
        "value": "2933389.53",
        "weight": "0.00517717",
        "shared": false
      },
      {
        "name": "Collateral Position",
        "value": "2730000.00",
        "weight": "0.00481821",
        "shared": false
      },
      {
        "name": "ZTO EXPRESS CAYMAN INC (GS) (CFD)",
        "value": "2718786.57",
        "weight": "0.00479842",
        "shared": false
      },
      {
        "name": "JAPAN GOVT 10-YR",
        "value": "2711459.25",
        "weight": "0.00478548",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2691564.00",
        "weight": "0.00475037",
        "shared": true
      },
      {
        "name": "SPANISH GOV'T",
        "value": "2673957.63",
        "weight": "0.00471930",
        "shared": false
      },
      {
        "name": "SWAP GOLDMAN SACHS COC",
        "value": "2460000.00",
        "weight": "0.00434168",
        "shared": false
      },
      {
        "name": "People's Republic of China",
        "value": "2404301.29",
        "weight": "0.00424338",
        "shared": false
      },
      {
        "name": "GERMANY FEDERAL REPUBLIC OF 0.25% 02/15/2029 REGS",
        "value": "2390066.17",
        "weight": "0.00421825",
        "shared": false
      },
      {
        "name": "JAPAN GOVT 10-YR",
        "value": "2377928.29",
        "weight": "0.00419683",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "2358290.28",
        "weight": "0.00416217",
        "shared": true
      },
      {
        "name": "China Government Bond",
        "value": "2356172.36",
        "weight": "0.00415843",
        "shared": false
      },
      {
        "name": "GERMANY FEDERAL REPUBLIC OF 0% 08/15/2031 REGS",
        "value": "2350501.15",
        "weight": "0.00414842",
        "shared": false
      },
      {
        "name": "SWAP JP MORGAN COC",
        "value": "2290000.00",
        "weight": "0.00404165",
        "shared": false
      },
      {
        "name": "People's Republic of China",
        "value": "2281554.75",
        "weight": "0.00402674",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "2281418.02",
        "weight": "0.00402650",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "2273053.11",
        "weight": "0.00401174",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2129564.80",
        "weight": "0.00375849",
        "shared": true
      },
      {
        "name": "JAPAN GOVT 10-YR",
        "value": "2104397.89",
        "weight": "0.00371407",
        "shared": false
      },
      {
        "name": "FNMA 30YR 2.5% 09/01/2052#MA4768",
        "value": "2098248.63",
        "weight": "0.00370322",
        "shared": false
      },
      {
        "name": "Federal National Mortgage Association",
        "value": "2034553.25",
        "weight": "0.00359080",
        "shared": false
      },
      {
        "name": "ASML Holding NV",
        "value": "1978676.92",
        "weight": "0.00349219",
        "shared": true
      },
      {
        "name": "Republic of Lithuania",
        "value": "1967702.72",
        "weight": "0.00347282",
        "shared": false
      },
      {
        "name": "UNITED KINGDOM GILT 0.875000% 07/31/2033",
        "value": "1926362.77",
        "weight": "0.00339986",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "5945121.60",
        "weight": "0.05405829",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5234672.54",
        "weight": "0.04759826",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3662461.98",
        "weight": "0.03330234",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
        "weight": "0.02552051",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
        "weight": "0.02133374",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "1472501.75",
        "weight": "0.01338929",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1124573.68",
        "weight": "0.01022562",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
        "weight": "0.00943387",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1007780.40",
        "weight": "0.00916363",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "923897.60",
        "weight": "0.00840089",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "827184.96",
        "weight": "0.00752150",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
        "weight": "0.00696119",
        "shared": true
      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
        "weight": "0.00657679",
        "shared": true
      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
        "weight": "0.00650429",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "714797.60",
        "weight": "0.00649957",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "620775.89",
        "weight": "0.00564464",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
        "weight": "0.00542022",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
        "weight": "0.00520634",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "558630.00",
        "weight": "0.00507956",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "538287.75",
        "weight": "0.00489459",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "533787.20",
        "weight": "0.00485366",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "473618.76",
        "weight": "0.00430656",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "470291.25",
        "weight": "0.00427630",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "466779.48",
        "weight": "0.00424437",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "466058.13",
        "weight": "0.00423781",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "465458.22",
        "weight": "0.00423236",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "458472.66",
        "weight": "0.00416884",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "436070.70",
        "weight": "0.00396514",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
        "weight": "0.00392056",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
        "weight": "0.00386839",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
        "weight": "0.00380308",
        "shared": true
      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
        "weight": "0.00373165",
        "shared": true
      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
        "weight": "0.00358439",
        "shared": true
      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "392404.45",
        "weight": "0.00356809",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "379728.69",
        "weight": "0.00345283",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "378605.52",
        "weight": "0.00344262",
        "shared": true
      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
        "weight": "0.00339596",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "362844.90",
        "weight": "0.00329931",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "359545.75",
        "weight": "0.00326931",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "357035.97",
        "weight": "0.00324649",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
        "weight": "0.00319957",
        "shared": true
      },
      {
        "name": "NESTLE SA (REG)",
        "value": "351744.23",
        "weight": "0.00319837",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "344461.07",
        "weight": "0.00313214",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
        "weight": "0.00303994",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
        "weight": "0.00297521",
        "shared": false
      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
        "weight": "0.00289910",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-054372",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/741375/000141036826054372/0001410368-26-054372-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}