{
  "page": "compare",
  "query": {
    "a": "PACAX",
    "b": "WFIVX"
  },
  "retrieved_at": "2026-07-07T16:19:48+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": "Putnam Dynamic Asset Allocation Conservative Fund",
    "ticker": "PACAX",
    "slug": "PACAX",
    "series_id": "S000000779",
    "html_url": "https://fundwatcher.app/funds/PACAX/"
  },
  "fund_b": {
    "name": "FT Wilshire 5000 Index Fund",
    "ticker": "WFIVX",
    "slug": "WFIVX",
    "series_id": "S000001049",
    "html_url": "https://fundwatcher.app/funds/WFIVX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3348751015856342898214157084",
    "coverage_b_by_a": "0.3348751015856342898214157085",
    "shared_count": 594,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Putnam Short Term Investment Fund, Class P",
        "value": "46442765.64",
        "weight": "0.05192776",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "25908864.00",
        "weight": "0.02896876",
        "shared": true
      },
      {
        "name": "FNCL 2.5 4/26",
        "value": "22856681.25",
        "weight": "0.02555611",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "21955119.11",
        "weight": "0.02454807",
        "shared": true
      },
      {
        "name": "FNCL 5 4/26",
        "value": "21542124.68",
        "weight": "0.02408630",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "18502968.39",
        "weight": "0.02068821",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "15527891.16",
        "weight": "0.01736177",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "12781738.17",
        "weight": "0.01429129",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "12185642.56",
        "weight": "0.01362479",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "9449538.00",
        "weight": "0.01056555",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "9174104.55",
        "weight": "0.01025759",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "8022499.20",
        "weight": "0.00896997",
        "shared": true
      },
      {
        "name": "G2SF 3 4/26",
        "value": "7143248.08",
        "weight": "0.00798688",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "7140879.11",
        "weight": "0.00798423",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "6038335.25",
        "weight": "0.00675148",
        "shared": true
      },
      {
        "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",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "5878250.07",
        "weight": "0.00657248",
        "shared": true
      },
      {
        "name": "Bank of Montreal",
        "value": "5391267.64",
        "weight": "0.00602799",
        "shared": false
      },
      {
        "name": "FNCL 3.5 4/26",
        "value": "5317894.78",
        "weight": "0.00594595",
        "shared": false
      },
      {
        "name": "FNCL 4.5 4/26",
        "value": "5173686.61",
        "weight": "0.00578471",
        "shared": false
      },
      {
        "name": "Coca-Cola Co. (The)",
        "value": "4996441.50",
        "weight": "0.00558653",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "4857987.42",
        "weight": "0.00543173",
        "shared": true
      },
      {
        "name": "Atlantic Asset Securitization LLC",
        "value": "4630694.91",
        "weight": "0.00517759",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "4444608.84",
        "weight": "0.00496953",
        "shared": true
      },
      {
        "name": "GOVERNMENT NATIONAL MORTGAGE CORPORATION",
        "value": "4257030.98",
        "weight": "0.00475980",
        "shared": false
      },
      {
        "name": "Walmart, Inc.",
        "value": "4244939.61",
        "weight": "0.00474628",
        "shared": false
      },
      {
        "name": "DNB Bank ASA",
        "value": "4196633.70",
        "weight": "0.00469227",
        "shared": false
      },
      {
        "name": "TotalEnergies Capital SA",
        "value": "3991691.20",
        "weight": "0.00446312",
        "shared": false
      },
      {
        "name": "Nestle Finance International Ltd.",
        "value": "3985476.00",
        "weight": "0.00445617",
        "shared": false
      },
      {
        "name": "Royal Bank of Canada",
        "value": "3973652.40",
        "weight": "0.00444295",
        "shared": false
      },
      {
        "name": "Westpac Banking Corp.",
        "value": "3972819.60",
        "weight": "0.00444202",
        "shared": false
      },
      {
        "name": "Gotham Funding Corp.",
        "value": "3966892.80",
        "weight": "0.00443539",
        "shared": false
      },
      {
        "name": "Toronto-Dominion Bank (The)",
        "value": "3963147.60",
        "weight": "0.00443120",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3923701.62",
        "weight": "0.00438710",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "3853313.94",
        "weight": "0.00430840",
        "shared": true
      },
      {
        "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",
        "shared": true
      },
      {
        "name": "ING US Funding LLC",
        "value": "3547272.14",
        "weight": "0.00396621",
        "shared": false
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "3375938.85",
        "weight": "0.00377464",
        "shared": true
      },
      {
        "name": "US DOLLARS",
        "value": "3356213.20",
        "weight": "0.00375259",
        "shared": false
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "2751064.03",
        "weight": "0.00307597",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "17792113.60",
        "weight": "0.06429943",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "16469702.05",
        "weight": "0.05952033",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "11865429.18",
        "weight": "0.04288081",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "8800865.39",
        "weight": "0.03180570",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "7303161.32",
        "weight": "0.02639310",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "6337311.12",
        "weight": "0.02290259",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "6246530.82",
        "weight": "0.02257452",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "5415210.45",
        "weight": "0.01957018",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "3881441.75",
        "weight": "0.01402725",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3531979.12",
        "weight": "0.01276432",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "3425223.48",
        "weight": "0.01237851",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3148719.94",
        "weight": "0.01137925",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2818654.40",
        "weight": "0.01018642",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2572975.44",
        "weight": "0.00929855",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2385057.48",
        "weight": "0.00861943",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2237482.72",
        "weight": "0.00808610",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1931081.34",
        "weight": "0.00697879",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "1879686.58",
        "weight": "0.00679305",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1783786.20",
        "weight": "0.00644648",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "1782621.00",
        "weight": "0.00644226",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "1670758.18",
        "weight": "0.00603800",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1659132.24",
        "weight": "0.00599599",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1576380.00",
        "weight": "0.00569692",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1484843.20",
        "weight": "0.00536612",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1460844.52",
        "weight": "0.00527939",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1438453.53",
        "weight": "0.00519847",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1427382.60",
        "weight": "0.00515846",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1414530.00",
        "weight": "0.00511201",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1388782.32",
        "weight": "0.00501896",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1345177.83",
        "weight": "0.00486138",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1312720.02",
        "weight": "0.00474408",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "1309356.65",
        "weight": "0.00473192",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1180200.87",
        "weight": "0.00426516",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1175984.64",
        "weight": "0.00424992",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "1125571.50",
        "weight": "0.00406773",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "1123650.64",
        "weight": "0.00406079",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1120192.31",
        "weight": "0.00404829",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1114168.83",
        "weight": "0.00402653",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1081007.05",
        "weight": "0.00390668",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "1048158.75",
        "weight": "0.00378797",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "1031767.80",
        "weight": "0.00372874",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "1000443.68",
        "weight": "0.00361553",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "985800.13",
        "weight": "0.00356261",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "956300.83",
        "weight": "0.00345600",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "920446.64",
        "weight": "0.00332643",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "919162.00",
        "weight": "0.00332179",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "914347.52",
        "weight": "0.00330439",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "905125.21",
        "weight": "0.00327106",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "895211.20",
        "weight": "0.00323523",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "876170.68",
        "weight": "0.00316642",
        "shared": true
      }
    ]
  },
  "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": "0000894189-26-016489",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/890453/000089418926016489/0000894189-26-016489-index.htm"
    }
  ]
}