{
  "page": "compare",
  "query": {
    "a": "SMIPX",
    "b": "TWHIX"
  },
  "retrieved_at": "2026-07-07T17:15:00+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": "Saratoga Mid Capitalization Portfolio",
    "ticker": "SMIPX",
    "slug": "SMIPX",
    "series_id": "S000010885",
    "html_url": "https://fundwatcher.app/funds/SMIPX/"
  },
  "fund_b": {
    "name": "Heritage Fund",
    "ticker": "TWHIX",
    "slug": "TWHIX",
    "series_id": "S000006206",
    "html_url": "https://fundwatcher.app/funds/TWHIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1469507643453824006032893825",
    "coverage_b_by_a": "0.1469507643453824006032893824",
    "shared_count": 14,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
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        "name": "HUBBELL INC",
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      },
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        "name": "EVERGY INC",
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        "shared": false
      },
      {
        "name": "CMS ENERGY CORP",
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      },
      {
        "name": "WEC ENERGY GROUP INC",
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      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
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        "name": "Dreyfus Instl Resv PFD GOVT INSTL",
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      {
        "name": "MONOLITHIC POWER SYS INC",
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      },
      {
        "name": "BURLINGTON STORES INC",
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      },
      {
        "name": "TECHNIPFMC PLC",
        "value": "319614.20",
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      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
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      },
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        "name": "HUDBAY MINERALS",
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      },
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        "name": "VULCAN MATERIALS CO",
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      },
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        "name": "FLOWSERVE CORP",
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        "name": "HELIOS TECHNOLOGIES INC",
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      {
        "name": "CONSTRUCTION PARTNERS INC CL A",
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        "name": "CRANE CO",
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      {
        "name": "SLB LTD",
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      {
        "name": "HOWMET AEROSPACE INC",
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        "name": "SharkNinja Inc",
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        "name": "MICROCHIP TECHNOLOGY",
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      {
        "name": "NUCOR CORP",
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        "name": "SANDISK CORPORATION",
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        "name": "PARKER HANNIFIN CORP",
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      {
        "name": "TOLL BROTHERS INC",
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      {
        "name": "MARVELL TECHNOLOGY INC",
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      {
        "name": "GAP INC/THE",
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      {
        "name": "COHERENT CORP",
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      {
        "name": "ROCKET COS INC-A",
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      {
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      {
        "name": "HEXCEL CORPORATION",
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        "name": "AGILENT TECHNOLOGIES INC",
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      {
        "name": "ARGAN INC",
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        "name": "GE VERNOVA LLC",
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        "name": "FABRINET",
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        "name": "ALLEGION PLC",
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        "name": "CIENA CORP",
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        "name": "FLOOR & DECOR-A",
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      {
        "name": "ZIONS BANCORP NA",
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        "name": "VISTRA CORP",
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        "name": "VERTIV HOLDINGS CO",
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        "name": "CARVANA CO CL A",
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      {
        "name": "DEXCOM INC",
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      {
        "name": "CLOUDFLARE INC-A",
        "value": "117563186.80",
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      {
        "name": "Fixed Income Clearing Corp 3.66 02/02/2026",
        "value": "115641000.00",
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      {
        "name": "FAIR ISAAC CORP",
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      {
        "name": "INSULET CORP",
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      {
        "name": "EMCOR GROUP INC",
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      {
        "name": "TRACTOR SUPPLY CO.",
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      {
        "name": "ROBLOX CORP - A",
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        "name": "TARGA RESOURCES CORP",
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      {
        "name": "LPL FINL HLDGS INC",
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      {
        "name": "FASTENAL CO",
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        "name": "Viking Holdings Ltd",
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        "name": "HEICO CORP",
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      {
        "name": "CENCORA INC",
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        "name": "LATTICE SEMICONDUCTOR CORP",
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      {
        "name": "ZSCALER INC",
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      {
        "name": "IQVIA HOLDINGS INC",
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      {
        "name": "CACI INTL-A",
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      {
        "name": "CRANE CO",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-005976",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/924628/000091047226005976/0000910472-26-005976-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-129591",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/100334/000119312526129591/0001193125-26-129591-index.htm"
    }
  ]
}