{
  "page": "compare",
  "query": {
    "a": "PSTAX",
    "b": "DAFGX"
  },
  "retrieved_at": "2026-07-07T19:12:19+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": "Virtus KAR Capital Growth Fund",
    "ticker": "PSTAX",
    "slug": "PSTAX",
    "series_id": "S000021173",
    "html_url": "https://fundwatcher.app/funds/PSTAX/"
  },
  "fund_b": {
    "name": "Dunham Focused Large Cap Growth Fund",
    "ticker": "DAFGX",
    "slug": "DAFGX",
    "series_id": "S000034854",
    "html_url": "https://fundwatcher.app/funds/DAFGX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3994161832985562865078136205",
    "coverage_b_by_a": "0.3994161832985562865078136205",
    "shared_count": 12,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "52330115.20",
        "weight": "0.09289662",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "44044978.25",
        "weight": "0.07818881",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "36952466.88",
        "weight": "0.06559816",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "35837643.71",
        "weight": "0.06361912",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "33206566.12",
        "weight": "0.05894842",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "23153528.97",
        "weight": "0.04110223",
        "shared": true
      },
      {
        "name": "CLOUDFLARE INC-A",
        "value": "19030738.20",
        "weight": "0.03378344",
        "shared": false
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "18704357.46",
        "weight": "0.03320405",
        "shared": true
      },
      {
        "name": "SNOWFLAKE INC CL A",
        "value": "18335639.86",
        "weight": "0.03254950",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "17805827.43",
        "weight": "0.03160897",
        "shared": true
      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "16739769.67",
        "weight": "0.02971650",
        "shared": false
      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "16215932.60",
        "weight": "0.02878658",
        "shared": false
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "15438102.00",
        "weight": "0.02740578",
        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "15300956.16",
        "weight": "0.02716232",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "15173046.90",
        "weight": "0.02693525",
        "shared": true
      },
      {
        "name": "COMFORT SYSTEMS USA INC",
        "value": "14744161.08",
        "weight": "0.02617389",
        "shared": false
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "14047717.85",
        "weight": "0.02493756",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "13074100.92",
        "weight": "0.02320919",
        "shared": false
      },
      {
        "name": "KLA CORP",
        "value": "12390330.15",
        "weight": "0.02199536",
        "shared": false
      },
      {
        "name": "KARMAN HOLDINGS INC",
        "value": "11946421.85",
        "weight": "0.02120733",
        "shared": false
      },
      {
        "name": "IDEXX LABS INC",
        "value": "11740691.55",
        "weight": "0.02084212",
        "shared": false
      },
      {
        "name": "REDDIT INC-A",
        "value": "11542063.35",
        "weight": "0.02048951",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "11518438.62",
        "weight": "0.02044758",
        "shared": true
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "11320531.43",
        "weight": "0.02009625",
        "shared": true
      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "11030127.36",
        "weight": "0.01958072",
        "shared": false
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "11015586.42",
        "weight": "0.01955491",
        "shared": true
      },
      {
        "name": "DATADOG INC CL A",
        "value": "10935325.65",
        "weight": "0.01941243",
        "shared": false
      },
      {
        "name": "MEDLINE INC-A",
        "value": "10749954.00",
        "weight": "0.01908336",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "10443499.50",
        "weight": "0.01853934",
        "shared": true
      },
      {
        "name": "Hermes International Unsponsored ADR",
        "value": "9700631.14",
        "weight": "0.01722060",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "8846356.80",
        "weight": "0.01570409",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "17451889.17",
        "weight": "0.08743792",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "17439466.10",
        "weight": "0.08737567",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "14918246.50",
        "weight": "0.07474379",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "12986582.49",
        "weight": "0.06506572",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "12186352.22",
        "weight": "0.06105638",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "9020066.88",
        "weight": "0.04519258",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "7629275.40",
        "weight": "0.03822440",
        "shared": true
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "7522458.18",
        "weight": "0.03768922",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "7335268.04",
        "weight": "0.03675135",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "6628913.46",
        "weight": "0.03321236",
        "shared": false
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "6432632.14",
        "weight": "0.03222894",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "6362605.92",
        "weight": "0.03187810",
        "shared": true
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "6211408.68",
        "weight": "0.03112056",
        "shared": true
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "6020322.80",
        "weight": "0.03016318",
        "shared": false
      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "5405113.16",
        "weight": "0.02708084",
        "shared": false
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "5390622.24",
        "weight": "0.02700824",
        "shared": false
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "4928582.88",
        "weight": "0.02469332",
        "shared": false
      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "4654664.94",
        "weight": "0.02332093",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "4533151.45",
        "weight": "0.02271212",
        "shared": true
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "4467923.36",
        "weight": "0.02238531",
        "shared": true
      },
      {
        "name": "STIT-TR OBL-INS",
        "value": "4331202.58",
        "weight": "0.02170031",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "3435923.01",
        "weight": "0.01721475",
        "shared": false
      },
      {
        "name": "AXON ENTERPRISE INC",
        "value": "3241436.74",
        "weight": "0.01624033",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "3085761.36",
        "weight": "0.01546036",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "2966719.08",
        "weight": "0.01486393",
        "shared": false
      },
      {
        "name": "DEXCOM INC",
        "value": "2823799.44",
        "weight": "0.01414787",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "2792954.16",
        "weight": "0.01399333",
        "shared": false
      },
      {
        "name": "INSULET CORP",
        "value": "2689330.53",
        "weight": "0.01347415",
        "shared": false
      },
      {
        "name": "CREDO TECHNOLOGY",
        "value": "2489689.44",
        "weight": "0.01247391",
        "shared": false
      },
      {
        "name": "COINBASE GLOBAL INC",
        "value": "2111955.30",
        "weight": "0.01058137",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "2097460.30",
        "weight": "0.01050875",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-020678",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/34273/000094040026020678/0000940400-26-020678-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-005118",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1420040/000091047226005118/0000910472-26-005118-index.htm"
    }
  ]
}