{
  "page": "compare",
  "query": {
    "a": "STMPX",
    "b": "TRDFX"
  },
  "retrieved_at": "2026-07-07T16:47:59+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": "SIMT Tax-Managed Small/Mid Cap Fund",
    "ticker": "STMPX",
    "slug": "STMPX",
    "series_id": "S000006677",
    "html_url": "https://fundwatcher.app/funds/STMPX/"
  },
  "fund_b": {
    "name": "Steward Values Enhanced Small-Mid Cap Fund",
    "ticker": "TRDFX",
    "slug": "TRDFX",
    "series_id": "S000056289",
    "html_url": "https://fundwatcher.app/funds/TRDFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2394681776517747639126642392",
    "coverage_b_by_a": "0.2394681776517747639126642392",
    "shared_count": 254,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "JACKSON FINANCIAL INC",
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      },
      {
        "name": "SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)",
        "value": "10117375.72",
        "weight": "0.01489508",
        "shared": false
      },
      {
        "name": "COMMERCIAL METALS CO",
        "value": "7662716.77",
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      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "7504450.00",
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      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "7290793.40",
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      {
        "name": "PHOTRONICS INC",
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      },
      {
        "name": "ASTEC INDUSTRIES INC COMMON STOCK",
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      },
      {
        "name": "RBC BEARINGS INC",
        "value": "6466386.72",
        "weight": "0.00951999",
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      },
      {
        "name": "OLD NATL BANCORP",
        "value": "6321705.00",
        "weight": "0.00930699",
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      },
      {
        "name": "CNO FINANCIAL GROUP INC COMMON STOCK",
        "value": "5759034.54",
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      {
        "name": "COLUMBIA BANKING SYSTEMS INC",
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      },
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        "name": "MOLINA HEALTHCARE INC",
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      },
      {
        "name": "ZIONS BANCORP NA",
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      },
      {
        "name": "ABERCROMBIE & FITCH CO-CL A COMMON STOCK",
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      {
        "name": "TTM TECHNOLOGIES INC",
        "value": "5408368.72",
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      },
      {
        "name": "FNB CORP PA",
        "value": "5142068.80",
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      },
      {
        "name": "BURLINGTON STORES INC",
        "value": "4941546.06",
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      },
      {
        "name": "BRIDGEBIO PHARMA INC",
        "value": "4658775.36",
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      },
      {
        "name": "SANMINA CORP",
        "value": "4624777.36",
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      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "4615030.35",
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      },
      {
        "name": "VIAVI SOLUTIONS INC",
        "value": "4397186.56",
        "weight": "0.00647366",
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      },
      {
        "name": "BRINKER INTL",
        "value": "4327787.01",
        "weight": "0.00637149",
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      },
      {
        "name": "DELEK US HOLDINGS INC",
        "value": "4190518.46",
        "weight": "0.00616940",
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      },
      {
        "name": "URBAN OUTFITTERS",
        "value": "4120790.80",
        "weight": "0.00606674",
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      },
      {
        "name": "TEREX CORP",
        "value": "4106208.90",
        "weight": "0.00604527",
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      },
      {
        "name": "STRIDE INC",
        "value": "4039332.21",
        "weight": "0.00594682",
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      },
      {
        "name": "OPEN TEXT CORP",
        "value": "4025996.00",
        "weight": "0.00592718",
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      },
      {
        "name": "AAON INC COMMON STOCK",
        "value": "3963973.25",
        "weight": "0.00583587",
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      },
      {
        "name": "CENTENE CORP",
        "value": "3914197.96",
        "weight": "0.00576259",
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      },
      {
        "name": "UMB FINANCIAL CORP",
        "value": "3904451.43",
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      },
      {
        "name": "VISTEON CORP",
        "value": "3778969.47",
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      },
      {
        "name": "EXLSERVICE HOLDINGS INC",
        "value": "3765264.30",
        "weight": "0.00554333",
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      },
      {
        "name": "FIRST COMMONWEALTH FINL CORP",
        "value": "3723795.60",
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      {
        "name": "REPLIGEN CORP",
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      {
        "name": "AXON ENTERPRISE INC",
        "value": "3578437.94",
        "weight": "0.00526827",
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      },
      {
        "name": "BALCHEM CORP COMMON STOCK",
        "value": "3493999.68",
        "weight": "0.00514396",
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      },
      {
        "name": "TUTOR PERINI CORP",
        "value": "3401763.30",
        "weight": "0.00500817",
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      },
      {
        "name": "CLEVELAND-CLIFFS INC",
        "value": "3321635.85",
        "weight": "0.00489020",
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      },
      {
        "name": "TARGET CORP COMMON STOCK",
        "value": "3312759.60",
        "weight": "0.00487714",
        "shared": false
      },
      {
        "name": "ADVANCED DRAINAGE SYSTEMS INC",
        "value": "3304833.00",
        "weight": "0.00486547",
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      },
      {
        "name": "AMERICAN EAGLE OUTFITTERS COMMON STOCK",
        "value": "3230364.50",
        "weight": "0.00475583",
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      },
      {
        "name": "WESCO INTL",
        "value": "3199985.90",
        "weight": "0.00471111",
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      },
      {
        "name": "FIRSTCASH HOLDINGS INC",
        "value": "3186224.00",
        "weight": "0.00469085",
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      },
      {
        "name": "TAYLOR MORRISON HOME CORP",
        "value": "3153113.60",
        "weight": "0.00464210",
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      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "3121572.96",
        "weight": "0.00459567",
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      },
      {
        "name": "SSR MINING INC",
        "value": "2996007.00",
        "weight": "0.00441080",
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      },
      {
        "name": "OIL STATES INTL",
        "value": "2995006.92",
        "weight": "0.00440933",
        "shared": false
      },
      {
        "name": "HUDBAY MINERALS",
        "value": "2987822.20",
        "weight": "0.00439875",
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      },
      {
        "name": "CONSTRUCTION PARTNERS INC CL A",
        "value": "2872896.48",
        "weight": "0.00422956",
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      },
      {
        "name": "POOL CORP",
        "value": "2782442.16",
        "weight": "0.00409639",
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    ],
    "b_top": [
      {
        "name": "CIENA CORP",
        "value": "1378659.75",
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      },
      {
        "name": "COHERENT CORP",
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      {
        "name": "US FOODS HOLDING CORP",
        "value": "1202288.36",
        "weight": "0.00665388",
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      {
        "name": "ROYAL GOLD INC",
        "value": "1066932.12",
        "weight": "0.00590477",
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      },
      {
        "name": "LUMENTUM HOLDINGS INC",
        "value": "1030931.04",
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      {
        "name": "RB GLOBAL INC",
        "value": "1005889.49",
        "weight": "0.00556694",
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      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "965990.99",
        "weight": "0.00534613",
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      },
      {
        "name": "PURE STORAGE INC CL A",
        "value": "894910.26",
        "weight": "0.00495274",
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      {
        "name": "UNITED THERAPEUTICS CORP DEL",
        "value": "880293.75",
        "weight": "0.00487185",
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      {
        "name": "NVENT ELECTRIC",
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      {
        "name": "JONES LANG LASALLE INC",
        "value": "807444.96",
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      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "790439.35",
        "weight": "0.00437456",
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      {
        "name": "ILLUMINA INC",
        "value": "788345.64",
        "weight": "0.00436298",
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      {
        "name": "WP CAREY INC",
        "value": "766971.00",
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      {
        "name": "ATI INC",
        "value": "749108.10",
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      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "736055.69",
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      },
      {
        "name": "WOODWARD INC",
        "value": "731985.52",
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      },
      {
        "name": "MUELLER INDUSTRIES INC",
        "value": "722222.70",
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      },
      {
        "name": "CNH INDUSTRIAL N",
        "value": "711827.80",
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      },
      {
        "name": "RPM INTL INC",
        "value": "684650.96",
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      },
      {
        "name": "FIDELITY NATIONAL FINL INC",
        "value": "683954.25",
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      },
      {
        "name": "STIFEL FINANCIAL CORP",
        "value": "682835.40",
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      },
      {
        "name": "GRACO INC",
        "value": "670869.06",
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      {
        "name": "NEXTRACKER INC CL A",
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      {
        "name": "FABRINET",
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      {
        "name": "BJS WHSL CLUB HLDGS INC",
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      },
      {
        "name": "FIRST HORIZON CORP",
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      },
      {
        "name": "RBC BEARINGS INC",
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      },
      {
        "name": "ITT INC",
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      },
      {
        "name": "CROWN HOLDINGS INC",
        "value": "650795.56",
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      },
      {
        "name": "CARPENTER TECHNOLOGY CORP",
        "value": "640745.28",
        "weight": "0.00354610",
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      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "636185.07",
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      },
      {
        "name": "AECOM",
        "value": "635570.13",
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      },
      {
        "name": "EQUITABLE HOLDINGS INC",
        "value": "631457.60",
        "weight": "0.00349470",
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      },
      {
        "name": "MASTEC INC",
        "value": "630538.56",
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      },
      {
        "name": "ZURN ELKAY WATER SOLUTIONS CORP",
        "value": "624375.51",
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      },
      {
        "name": "SERVICE CORP INTERNATIONAL INC",
        "value": "622286.91",
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      },
      {
        "name": "ALCOA CORP",
        "value": "617751.94",
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      },
      {
        "name": "TOLL BROTHERS INC",
        "value": "615527.40",
        "weight": "0.00340654",
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      },
      {
        "name": "XPO LOGISTICS INC",
        "value": "615248.94",
        "weight": "0.00340500",
        "shared": true
      },
      {
        "name": "DYNATRACE INC",
        "value": "615001.14",
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      },
      {
        "name": "EXELIXIS INC",
        "value": "611466.24",
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      },
      {
        "name": "BORGWARNER INC",
        "value": "606042.03",
        "weight": "0.00335404",
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      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "601269.36",
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      },
      {
        "name": "TETRA TECH INC",
        "value": "598605.70",
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        "shared": false
      },
      {
        "name": "ENTEGRIS INC",
        "value": "596017.36",
        "weight": "0.00329856",
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      },
      {
        "name": "VF CORP",
        "value": "590618.91",
        "weight": "0.00326869",
        "shared": false
      },
      {
        "name": "NEUROCRINE BIOSCIENCES INC",
        "value": "588051.32",
        "weight": "0.00325448",
        "shared": true
      },
      {
        "name": "BIOMARIN PHARMACEUTICAL INC",
        "value": "587563.68",
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      },
      {
        "name": "FLEX LTD",
        "value": "587280.64",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002048251-26-004554",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/804239/000204825126004554/0002048251-26-004554-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001022",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/92500/000206657826001022/0002066578-26-001022-index.htm"
    }
  ]
}