{
  "page": "compare",
  "query": {
    "a": "PRSIX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T17:37:40+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": "T. Rowe Price Spectrum Conservative Allocation Fund",
    "ticker": "PRSIX",
    "slug": "PRSIX",
    "series_id": "S000002139",
    "html_url": "https://fundwatcher.app/funds/PRSIX/"
  },
  "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": "0.2304925392071777462112197558",
    "coverage_b_by_a": "0.2304925392071777462112197558",
    "shared_count": 257,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "T ROWE PR DYN GLBL BND-I",
        "value": "197294538.39",
        "weight": "0.09458703",
        "shared": false
      },
      {
        "name": "BLACKSTONE PARTNERS OFFSHORE FD-E1",
        "value": "160883610.64",
        "weight": "0.07713089",
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      },
      {
        "name": "T ROWE PR INTL BD USD HG-I",
        "value": "123299015.77",
        "weight": "0.05911207",
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      },
      {
        "name": "T Rowe Price Government Reserve Investment Fund",
        "value": "121751631.94",
        "weight": "0.05837022",
        "shared": false
      },
      {
        "name": "T. Rowe Price Emerging Markets Bond I",
        "value": "101438878.49",
        "weight": "0.04863187",
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      },
      {
        "name": "T ROWE PR INST HI YLD-INST",
        "value": "85909962.73",
        "weight": "0.04118699",
        "shared": false
      },
      {
        "name": "T ROWE PRICE INSTITUTIONAL EMERGING MARKETS FUND",
        "value": "68695632.00",
        "weight": "0.03293409",
        "shared": false
      },
      {
        "name": "T ROWE PRICE REAL ASSETS FUND INC",
        "value": "57974627.53",
        "weight": "0.02779422",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "35749877.67",
        "weight": "0.01713922",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "32066428.68",
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      },
      {
        "name": "APPLE INC",
        "value": "23636712.96",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "23510201.88",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "19661198.76",
        "weight": "0.00942598",
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      },
      {
        "name": "T ROWE PR US TRS LNG TRM-I",
        "value": "16238113.03",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "13241340.00",
        "weight": "0.00634817",
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      },
      {
        "name": "BROADCOM INC",
        "value": "12409724.25",
        "weight": "0.00594948",
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      },
      {
        "name": "T ROWE PRICE INFLATION PROTECTED BOND FUND INC",
        "value": "11815770.06",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "11266453.13",
        "weight": "0.00540137",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "10365046.38",
        "weight": "0.00496922",
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      },
      {
        "name": "T ROWE PRICE LIMITED DURATION INFLATION FOCUSED BOND FUND",
        "value": "10177043.18",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8840666.10",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "8656496.88",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "7787079.30",
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      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "7757009.20",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "7511521.88",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "7041753.13",
        "weight": "0.00337596",
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      },
      {
        "name": "DEERE & CO",
        "value": "6993559.26",
        "weight": "0.00335286",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "6677132.81",
        "weight": "0.00320115",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "6211818.00",
        "weight": "0.00297807",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5707914.06",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5604956.25",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5559325.00",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "5495028.00",
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      },
      {
        "name": "FNCL 6 3/24",
        "value": "5446785.60",
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      },
      {
        "name": "CARVANA CO CL A",
        "value": "5444134.72",
        "weight": "0.00261003",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "5353000.00",
        "weight": "0.00256634",
        "shared": false
      },
      {
        "name": "ASML Holding NV",
        "value": "5215507.09",
        "weight": "0.00250042",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "5093892.65",
        "weight": "0.00244212",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "5072695.78",
        "weight": "0.00243195",
        "shared": true
      },
      {
        "name": "T-MOBILE US INC",
        "value": "4984603.49",
        "weight": "0.00238972",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "4899263.40",
        "weight": "0.00234881",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "4889430.85",
        "weight": "0.00234409",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4795389.84",
        "weight": "0.00229901",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "4767152.16",
        "weight": "0.00228547",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4744468.75",
        "weight": "0.00227460",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "4730445.10",
        "weight": "0.00226787",
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      },
      {
        "name": "SIEMENS AG-REG",
        "value": "4678636.86",
        "weight": "0.00224303",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4580389.06",
        "weight": "0.00219593",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4579975.20",
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      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "APPLE INC",
        "value": "5234672.54",
        "weight": "0.04759826",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "3662461.98",
        "weight": "0.03330234",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
        "weight": "0.02552051",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
        "weight": "0.02133374",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
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      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
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      },
      {
        "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",
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      },
      {
        "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",
        "weight": "0.00752150",
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      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
        "weight": "0.00696119",
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      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
        "weight": "0.00657679",
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      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
        "weight": "0.00650429",
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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",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
        "weight": "0.00542022",
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      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
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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",
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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",
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      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
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        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
        "weight": "0.00380308",
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      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
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      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
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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",
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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",
        "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": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001099263-26-004400",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/923084/000109926326004400/0001099263-26-004400-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"
    }
  ]
}