{
  "page": "compare",
  "query": {
    "a": "QKBGX",
    "b": "FDFIX"
  },
  "retrieved_at": "2026-07-07T19:07:06+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": "Federated Hermes MDT Balanced Fund",
    "ticker": "QKBGX",
    "slug": "QKBGX",
    "series_id": "S000012971",
    "html_url": "https://fundwatcher.app/funds/QKBGX/"
  },
  "fund_b": {
    "name": "Fidelity Flex 500 Index Fund",
    "ticker": "FDFIX",
    "slug": "FDFIX",
    "series_id": "S000056363",
    "html_url": "https://fundwatcher.app/funds/FDFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3190131443920526976216524784",
    "coverage_b_by_a": "0.3190131443920526976216524783",
    "shared_count": 125,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "FEDERATED CORE TR MTG CORE PORTFOLIO",
        "value": "23082419.14",
        "weight": "0.07149215",
        "shared": false
      },
      {
        "name": "ISHARES MSCI EAFE ETF MUTUAL FUND",
        "value": "16760016.00",
        "weight": "0.05191005",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "13298863.50",
        "weight": "0.04118998",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "12785651.62",
        "weight": "0.03960043",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "10673197.60",
        "weight": "0.03305762",
        "shared": true
      },
      {
        "name": "FEDERATED CORE TR III FEDERATED PROJ+TRADE FIN CORE",
        "value": "9941149.84",
        "weight": "0.03079028",
        "shared": false
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "7338815.00",
        "weight": "0.02273019",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "7155167.63",
        "weight": "0.02216138",
        "shared": true
      },
      {
        "name": "FISERV INC",
        "value": "4923538.20",
        "weight": "0.01524946",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "4902656.50",
        "weight": "0.01518478",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "4655216.48",
        "weight": "0.01441840",
        "shared": true
      },
      {
        "name": "Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class",
        "value": "4430232.43",
        "weight": "0.01372156",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "3848348.52",
        "weight": "0.01191932",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3637153.32",
        "weight": "0.01126519",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "3452445.59",
        "weight": "0.01069311",
        "shared": true
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "3222278.40",
        "weight": "0.00998022",
        "shared": true
      },
      {
        "name": "STATE STREET CORP",
        "value": "3213613.84",
        "weight": "0.00995338",
        "shared": true
      },
      {
        "name": "FEDERATED CORE TR MUTUAL FUND",
        "value": "3154017.90",
        "weight": "0.00976880",
        "shared": false
      },
      {
        "name": "FED HIGH YLD BOND PORT",
        "value": "2996823.78",
        "weight": "0.00928193",
        "shared": false
      },
      {
        "name": "JACKSON FINANCIAL INC",
        "value": "2801402.46",
        "weight": "0.00867666",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "2611109.58",
        "weight": "0.00808727",
        "shared": true
      },
      {
        "name": "ADVANCE AUTO PARTS INC",
        "value": "2538637.09",
        "weight": "0.00786281",
        "shared": false
      },
      {
        "name": "VIKING HOLDINGS LTD",
        "value": "2529135.07",
        "weight": "0.00783338",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "2468001.21",
        "weight": "0.00764403",
        "shared": true
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "2354008.82",
        "weight": "0.00729097",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "2250604.98",
        "weight": "0.00697070",
        "shared": true
      },
      {
        "name": "TERADYNE INC",
        "value": "2154930.78",
        "weight": "0.00667437",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "2126270.88",
        "weight": "0.00658560",
        "shared": true
      },
      {
        "name": "FIVE BELOW INC",
        "value": "2124946.22",
        "weight": "0.00658150",
        "shared": false
      },
      {
        "name": "CELANESE CORP",
        "value": "1946677.04",
        "weight": "0.00602936",
        "shared": false
      },
      {
        "name": "NEWMONT CORP",
        "value": "1906748.76",
        "weight": "0.00590569",
        "shared": true
      },
      {
        "name": "VERALTO CORP",
        "value": "1888626.60",
        "weight": "0.00584956",
        "shared": true
      },
      {
        "name": "PRUDENTL FINL",
        "value": "1818566.96",
        "weight": "0.00563257",
        "shared": true
      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "1758213.80",
        "weight": "0.00544564",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "1684547.33",
        "weight": "0.00521747",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "1520589.00",
        "weight": "0.00470965",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "1450787.50",
        "weight": "0.00449346",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1444240.02",
        "weight": "0.00447318",
        "shared": true
      },
      {
        "name": "LULULEMON ATHLETICA INC",
        "value": "1437037.20",
        "weight": "0.00445087",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "1428218.68",
        "weight": "0.00442356",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "1424554.10",
        "weight": "0.00441221",
        "shared": true
      },
      {
        "name": "SPX TECHNOLOGIES INC",
        "value": "1417661.16",
        "weight": "0.00439086",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "1349630.91",
        "weight": "0.00418015",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1316689.36",
        "weight": "0.00407812",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "1315191.60",
        "weight": "0.00407348",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "1314328.09",
        "weight": "0.00407081",
        "shared": false
      },
      {
        "name": "EXELON CORP",
        "value": "1305380.16",
        "weight": "0.00404310",
        "shared": true
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "1296748.04",
        "weight": "0.00401636",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "1293601.53",
        "weight": "0.00400661",
        "shared": false
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "1284291.45",
        "weight": "0.00397778",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "589303286.13",
        "weight": "0.07239476",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "534259931.94",
        "weight": "0.06563279",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "399506517.46",
        "weight": "0.04907860",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "279607440.00",
        "weight": "0.03434923",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "247495975.92",
        "weight": "0.03040440",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "206535071.05",
        "weight": "0.02537243",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "198970758.42",
        "weight": "0.02444317",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "193218568.92",
        "weight": "0.02373653",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "154792465.68",
        "weight": "0.01901595",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "126715182.70",
        "weight": "0.01556671",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "114336585.14",
        "weight": "0.01404603",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "111868356.60",
        "weight": "0.01374281",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "88043130.00",
        "weight": "0.01081593",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "81909855.30",
        "weight": "0.01006247",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "76807233.45",
        "weight": "0.00943562",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "73930570.48",
        "weight": "0.00908223",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "63351990.73",
        "weight": "0.00778267",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "61329683.25",
        "weight": "0.00753423",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "58030962.00",
        "weight": "0.00712899",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "56129708.40",
        "weight": "0.00689543",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "55826418.00",
        "weight": "0.00685817",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "53469891.20",
        "weight": "0.00656867",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "51857490.48",
        "weight": "0.00637059",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "49410022.64",
        "weight": "0.00606993",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "48397733.44",
        "weight": "0.00594557",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "47570090.37",
        "weight": "0.00584389",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "45797407.59",
        "weight": "0.00562612",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "44612393.88",
        "weight": "0.00548055",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "43225168.80",
        "weight": "0.00531013",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "42892041.93",
        "weight": "0.00526920",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "42849996.90",
        "weight": "0.00526404",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "42054596.26",
        "weight": "0.00516633",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "40595592.00",
        "weight": "0.00498709",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "40207796.01",
        "weight": "0.00493945",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "39815154.47",
        "weight": "0.00489121",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "37180972.62",
        "weight": "0.00456761",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "36363427.11",
        "weight": "0.00446718",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "35284488.93",
        "weight": "0.00433463",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "34978783.95",
        "weight": "0.00429708",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "33472824.80",
        "weight": "0.00411207",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "33257442.72",
        "weight": "0.00408561",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "32466312.00",
        "weight": "0.00398842",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "32435894.40",
        "weight": "0.00398469",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "31774988.52",
        "weight": "0.00390350",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "30719015.64",
        "weight": "0.00377377",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "28931732.66",
        "weight": "0.00355421",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "28601181.44",
        "weight": "0.00351360",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "27991039.44",
        "weight": "0.00343864",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "27695954.00",
        "weight": "0.00340239",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "27520106.76",
        "weight": "0.00338079",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001363526-26-000075",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1363526/000136352626000075/0001363526-26-000075-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002571",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819118/000003540226002571/0000035402-26-002571-index.htm"
    }
  ]
}