{
  "page": "compare",
  "query": {
    "a": "STMBX",
    "b": "AMFNX"
  },
  "retrieved_at": "2026-07-07T15:03:17+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": "AMG Systematica Trend-Enhanced Markets Fund",
    "ticker": "STMBX",
    "slug": "STMBX",
    "series_id": "S000090511",
    "html_url": "https://fundwatcher.app/funds/STMBX/"
  },
  "fund_b": {
    "name": "Virtus AlphaSimplex Managed Futures Strategy Fund",
    "ticker": "AMFNX",
    "slug": "AMFNX",
    "series_id": "S000079778",
    "html_url": "https://fundwatcher.app/funds/AMFNX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.01511993993301621675414347407",
    "coverage_b_by_a": "0.01511993993301621675414347406",
    "shared_count": 10,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "4116000.00",
        "weight": "0.94998937",
        "shared": false
      },
      {
        "name": "WHEAT (CBT)",
        "value": "35479.60",
        "weight": "0.00818883",
        "shared": true
      },
      {
        "name": "JAPAN GOVT 10-YR",
        "value": "21482.59",
        "weight": "0.00495827",
        "shared": true
      },
      {
        "name": "LME ZINC",
        "value": "20421.56",
        "weight": "0.00471338",
        "shared": true
      },
      {
        "name": "Commonwealth of Australia",
        "value": "17552.88",
        "weight": "0.00405128",
        "shared": true
      },
      {
        "name": "KOREA TRSY BD",
        "value": "17119.93",
        "weight": "0.00395135",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "13009.71",
        "weight": "0.00300269",
        "shared": false
      },
      {
        "name": "WTI CRUDE",
        "value": "10332.56",
        "weight": "0.00238480",
        "shared": true
      },
      {
        "name": "USD/SGD FORWARD",
        "value": "9788.69",
        "weight": "0.00225927",
        "shared": false
      },
      {
        "name": "USD/SGD FORWARD",
        "value": "8331.47",
        "weight": "0.00192294",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "7329.49",
        "weight": "0.00169168",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "6155.27",
        "weight": "0.00142066",
        "shared": false
      },
      {
        "name": "USD/NZD FORWARD",
        "value": "6145.67",
        "weight": "0.00141845",
        "shared": false
      },
      {
        "name": "ZURN ELKAY WATER SOLUTIONS CORP",
        "value": "5420.42",
        "weight": "0.00125105",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "5119.86",
        "weight": "0.00118168",
        "shared": false
      },
      {
        "name": "ZIJIN MINING GROUP LTD H",
        "value": "5045.02",
        "weight": "0.00116441",
        "shared": false
      },
      {
        "name": "SOCGEN TRIPARTY TSY",
        "value": "4540.73",
        "weight": "0.00104802",
        "shared": false
      },
      {
        "name": "IFSC NIFTY 50",
        "value": "4324.78",
        "weight": "0.00099818",
        "shared": true
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "4088.12",
        "weight": "0.00094355",
        "shared": false
      },
      {
        "name": "SET50 INDEX FUTURES, Jun-2026",
        "value": "2972.25",
        "weight": "0.00068601",
        "shared": false
      },
      {
        "name": "EURO-SCHATZ FUT JUN26 DUM6",
        "value": "2568.94",
        "weight": "0.00059292",
        "shared": true
      },
      {
        "name": "2-Year T-Note Futures, Jun-2026,ETH",
        "value": "2518.11",
        "weight": "0.00058119",
        "shared": true
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "2295.45",
        "weight": "0.00052980",
        "shared": false
      },
      {
        "name": "ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033",
        "value": "1508.85",
        "weight": "0.00034825",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "1130.36",
        "weight": "0.00026089",
        "shared": false
      },
      {
        "name": "U.S. Secured Overnight Financing Rate",
        "value": "903.08",
        "weight": "0.00020843",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "388.56",
        "weight": "0.00008968",
        "shared": false
      },
      {
        "name": "NIKKEI 225 (SGX)",
        "value": "230.92",
        "weight": "0.00005330",
        "shared": true
      },
      {
        "name": "WELLS FARGO TRIPARTY MTGE",
        "value": "185.37",
        "weight": "0.00004278",
        "shared": false
      },
      {
        "name": "MSCI CH NTR USD F MAR26",
        "value": "99.09",
        "weight": "0.00002287",
        "shared": true
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "97.76",
        "weight": "0.00002256",
        "shared": false
      },
      {
        "name": "EURO STOXX 50 Volatility Index",
        "value": "51.09",
        "weight": "0.00001179",
        "shared": false
      },
      {
        "name": "USD/SEK FORWARD",
        "value": "23.98",
        "weight": "0.00000553",
        "shared": false
      },
      {
        "name": "USD/NOK FORWARD",
        "value": "17.23",
        "weight": "0.00000398",
        "shared": false
      },
      {
        "name": "NOMURA TREAS TRIPARTY",
        "value": "0.69",
        "weight": "0.00000016",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "DREY-GVT CSH-I",
        "value": "70415779.90",
        "weight": "0.08416396",
        "shared": false
      },
      {
        "name": "Skandinaviska Enskilda Banken AB",
        "value": "45871595.60",
        "weight": "0.05482770",
        "shared": false
      },
      {
        "name": "Bank of Montreal/Chicago IL",
        "value": "40008936.00",
        "weight": "0.04782039",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "39967906.80",
        "weight": "0.04777136",
        "shared": false
      },
      {
        "name": "MUFG BK LTD N Y BRH CD 3.71% 26",
        "value": "34499803.35",
        "weight": "0.04123564",
        "shared": false
      },
      {
        "name": "ROYAL BK CDA N Y BRH INSTL 22APR26",
        "value": "32009558.40",
        "weight": "0.03825920",
        "shared": false
      },
      {
        "name": "Westpac Banking Corp/NY",
        "value": "32005596.80",
        "weight": "0.03825446",
        "shared": false
      },
      {
        "name": "DG BK N Y BRH CD 3.8% 26",
        "value": "29991606.00",
        "weight": "0.03584725",
        "shared": false
      },
      {
        "name": "Sumitomo Mitsui Trust Bank Ltd New York Branch 3.75% CP 25/06/2026",
        "value": "29982435.00",
        "weight": "0.03583629",
        "shared": false
      },
      {
        "name": "TORONTO DOMINION BK",
        "value": "27003164.40",
        "weight": "0.03227534",
        "shared": false
      },
      {
        "name": "Bank of Nova Scotia/Houston",
        "value": "25005095.00",
        "weight": "0.02988716",
        "shared": false
      },
      {
        "name": "DNB NOR BK ASA NEW YORK BRH CD 3.71% 26",
        "value": "25001010.00",
        "weight": "0.02988228",
        "shared": false
      },
      {
        "name": "OVERSEA CHINESE BK CD 3.76% 26",
        "value": "24990840.00",
        "weight": "0.02987012",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "24926902.50",
        "weight": "0.02979370",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "24805162.50",
        "weight": "0.02964819",
        "shared": false
      },
      {
        "name": "Svenska Handelsbanken AB New York Branch 3.79% CP 04/09/2026",
        "value": "20990961.60",
        "weight": "0.02508930",
        "shared": false
      },
      {
        "name": "FIRST ABU DHABI BK USA N V CD 3.97% 26",
        "value": "20503068.85",
        "weight": "0.02450615",
        "shared": false
      },
      {
        "name": "Credit Agricole Corporate and Investment Bank 3.98% CP 25/09/2026",
        "value": "19999926.00",
        "weight": "0.02390477",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "19997984.00",
        "weight": "0.02390245",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "19969783.40",
        "weight": "0.02386874",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "19931540.80",
        "weight": "0.02382303",
        "shared": false
      },
      {
        "name": "WTI CRUDE",
        "value": "18059297.20",
        "weight": "0.02158525",
        "shared": true
      },
      {
        "name": "CREDIT AGRICOLE CORP & INVT BK CD 4.05% 26",
        "value": "16007585.60",
        "weight": "0.01913295",
        "shared": false
      },
      {
        "name": "Sumitomo Mitsui Trust Bank Ltd New York Branch 3.95% CP 01/07/2026",
        "value": "14998317.00",
        "weight": "0.01792663",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "14990962.50",
        "weight": "0.01791784",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "14980337.55",
        "weight": "0.01790514",
        "shared": false
      },
      {
        "name": "BNP Paribas SA New York Branch 3.85% CP 13/07/2026",
        "value": "12998949.60",
        "weight": "0.01553690",
        "shared": false
      },
      {
        "name": "DNB Bank Asa New York Branch 3.67% CP 13/07/2026",
        "value": "11994091.20",
        "weight": "0.01433585",
        "shared": false
      },
      {
        "name": "Banque et Caisse d'Epargne de l'Etat",
        "value": "11921839.20",
        "weight": "0.01424949",
        "shared": false
      },
      {
        "name": "SWEDBANK SPARBANKEN SVENGE AB CD 3.98% 26",
        "value": "10494494.85",
        "weight": "0.01254347",
        "shared": false
      },
      {
        "name": "NORDEA BK ABP NEW YORK BRH CD 3.7% 26",
        "value": "10493776.65",
        "weight": "0.01254261",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "9979844.40",
        "weight": "0.01192834",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "9977818.70",
        "weight": "0.01192592",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "9972771.20",
        "weight": "0.01191988",
        "shared": false
      },
      {
        "name": "MIZUHO BK LTD NEW YORK BRH CD 3.78% 26",
        "value": "8992767.60",
        "weight": "0.01074854",
        "shared": false
      },
      {
        "name": "BRENT CRUDE FUTR  JUN26 IFEU 20260430",
        "value": "7269052.82",
        "weight": "0.00868828",
        "shared": false
      },
      {
        "name": "Low Su Gasoil G   May26",
        "value": "6446321.97",
        "weight": "0.00770492",
        "shared": false
      },
      {
        "name": "WHEAT (CBT)",
        "value": "4054483.42",
        "weight": "0.00484609",
        "shared": true
      },
      {
        "name": "LME ZINC",
        "value": "4019818.40",
        "weight": "0.00480466",
        "shared": true
      },
      {
        "name": "XAV HEALTH CARE",
        "value": "3394703.55",
        "weight": "0.00405750",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "1630860.88",
        "weight": "0.00194927",
        "shared": false
      },
      {
        "name": "EURO-SCHATZ FUT JUN26 DUM6",
        "value": "1048373.95",
        "weight": "0.00125306",
        "shared": true
      },
      {
        "name": "SILVER SEP 26",
        "value": "808887.60",
        "weight": "0.00096682",
        "shared": false
      },
      {
        "name": "NIKKEI 225 (SGX)",
        "value": "799520.72",
        "weight": "0.00095562",
        "shared": true
      },
      {
        "name": "Commonwealth of Australia",
        "value": "740651.90",
        "weight": "0.00088526",
        "shared": true
      },
      {
        "name": "IFSC NIFTY 50",
        "value": "686504.00",
        "weight": "0.00082054",
        "shared": true
      },
      {
        "name": "Short-Term Euro-BTP",
        "value": "553166.58",
        "weight": "0.00066117",
        "shared": false
      },
      {
        "name": "2-Year T-Note Futures, Jun-2026,ETH",
        "value": "518159.13",
        "weight": "0.00061933",
        "shared": true
      },
      {
        "name": "EURO-BOBL FUTURE  JUN26",
        "value": "302676.11",
        "weight": "0.00036177",
        "shared": false
      },
      {
        "name": "JAPAN GOVT 10-YR",
        "value": "192873.58",
        "weight": "0.00023053",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-022565",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/882443/000094040026022565/0000940400-26-022565-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-023142",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1589756/000094040026023142/0000940400-26-023142-index.htm"
    }
  ]
}