{
  "page": "compare",
  "query": {
    "a": "PACAX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T19:24:22+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": "Putnam Dynamic Asset Allocation Conservative Fund",
    "ticker": "PACAX",
    "slug": "PACAX",
    "series_id": "S000000779",
    "html_url": "https://fundwatcher.app/funds/PACAX/"
  },
  "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": "0.3452510847941413629855150220",
    "coverage_b_by_a": "0.3452510847941413629855150219",
    "shared_count": 409,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Putnam Short Term Investment Fund, Class P",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "25908864.00",
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      },
      {
        "name": "FNCL 2.5 4/26",
        "value": "22856681.25",
        "weight": "0.02555611",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "FNCL 5 4/26",
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      },
      {
        "name": "U.S. Treasury Bills",
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      },
      {
        "name": "MICROSOFT CORP",
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        "weight": "0.01736177",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "12781738.17",
        "weight": "0.01429129",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "12185642.56",
        "weight": "0.01362479",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "9449538.00",
        "weight": "0.01056555",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "G2SF 3 4/26",
        "value": "7143248.08",
        "weight": "0.00798688",
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      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "7140879.11",
        "weight": "0.00798423",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "6038335.25",
        "weight": "0.00675148",
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      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "5981546.50",
        "weight": "0.00668798",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "5972397.42",
        "weight": "0.00667775",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "5914475.42",
        "weight": "0.00661299",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "5878250.07",
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      },
      {
        "name": "Bank of Montreal",
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      },
      {
        "name": "FNCL 3.5 4/26",
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      },
      {
        "name": "FNCL 4.5 4/26",
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      },
      {
        "name": "Coca-Cola Co. (The)",
        "value": "4996441.50",
        "weight": "0.00558653",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      },
      {
        "name": "Atlantic Asset Securitization LLC",
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      },
      {
        "name": "ALPHABET INC CL C",
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        "weight": "0.00496953",
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      },
      {
        "name": "GOVERNMENT NATIONAL MORTGAGE CORPORATION",
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      },
      {
        "name": "Walmart, Inc.",
        "value": "4244939.61",
        "weight": "0.00474628",
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      },
      {
        "name": "DNB Bank ASA",
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        "weight": "0.00469227",
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      {
        "name": "TotalEnergies Capital SA",
        "value": "3991691.20",
        "weight": "0.00446312",
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      {
        "name": "Nestle Finance International Ltd.",
        "value": "3985476.00",
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      {
        "name": "Royal Bank of Canada",
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      {
        "name": "Westpac Banking Corp.",
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      {
        "name": "Gotham Funding Corp.",
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      {
        "name": "Toronto-Dominion Bank (The)",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3923701.62",
        "weight": "0.00438710",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "3853313.94",
        "weight": "0.00430840",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "3716808.20",
        "weight": "0.00415577",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "3596394.60",
        "weight": "0.00402114",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "3584571.20",
        "weight": "0.00400792",
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      },
      {
        "name": "ING US Funding LLC",
        "value": "3547272.14",
        "weight": "0.00396621",
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      },
      {
        "name": "BofA Securities",
        "value": "3477665.27",
        "weight": "0.00388839",
        "shared": false
      },
      {
        "name": "US DOLLARS",
        "value": "3461441.20",
        "weight": "0.00387025",
        "shared": false
      },
      {
        "name": "G2 MA6820",
        "value": "3386358.88",
        "weight": "0.00378630",
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      },
      {
        "name": "MERCK & CO",
        "value": "3375938.85",
        "weight": "0.00377464",
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      },
      {
        "name": "US DOLLARS",
        "value": "3356213.20",
        "weight": "0.00375259",
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      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "3267494.56",
        "weight": "0.00365339",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "2824499.68",
        "weight": "0.00315808",
        "shared": true
      },
      {
        "name": "Putnam Government Money Market Fund, Class G",
        "value": "2789747.59",
        "weight": "0.00311922",
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      },
      {
        "name": "AT&T INC",
        "value": "2751064.03",
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    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "5945121.60",
        "weight": "0.05405829",
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      },
      {
        "name": "APPLE INC",
        "value": "5234672.54",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
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      },
      {
        "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",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
        "weight": "0.00943387",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1007780.40",
        "weight": "0.00916363",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "923897.60",
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      {
        "name": "JOHNSON&JOHNSON",
        "value": "827184.96",
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      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
        "weight": "0.00696119",
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      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
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      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "714797.60",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "620775.89",
        "weight": "0.00564464",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
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      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
        "weight": "0.00520634",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "558630.00",
        "weight": "0.00507956",
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      },
      {
        "name": "ABBVIE INC",
        "value": "538287.75",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "533787.20",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "473618.76",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "470291.25",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "466779.48",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "466058.13",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "465458.22",
        "weight": "0.00423236",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "458472.66",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "436070.70",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
        "weight": "0.00392056",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
        "weight": "0.00386839",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
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      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
        "weight": "0.00380308",
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      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
        "weight": "0.00373165",
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      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
        "weight": "0.00358439",
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      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "392404.45",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "379728.69",
        "weight": "0.00345283",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "378605.52",
        "weight": "0.00344262",
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      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
        "weight": "0.00339596",
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      },
      {
        "name": "RTX CORP",
        "value": "362844.90",
        "weight": "0.00329931",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "359545.75",
        "weight": "0.00326931",
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      },
      {
        "name": "ORACLE CORP",
        "value": "357035.97",
        "weight": "0.00324649",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
        "weight": "0.00319957",
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      },
      {
        "name": "NESTLE SA (REG)",
        "value": "351744.23",
        "weight": "0.00319837",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "344461.07",
        "weight": "0.00313214",
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      },
      {
        "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": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012254",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/914209/000207169126012254/0002071691-26-012254-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"
    }
  ]
}