{
  "page": "compare",
  "query": {
    "a": "SUSTX",
    "b": "MFSIX"
  },
  "retrieved_at": "2026-07-07T18:26:08+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": "Lazard US Sustainable Equity Portfolio",
    "ticker": "SUSTX",
    "slug": "SUSTX",
    "series_id": "S000068926",
    "html_url": "https://fundwatcher.app/funds/SUSTX/"
  },
  "fund_b": {
    "name": "Madison Sustainable Equity Fund",
    "ticker": "MFSIX",
    "slug": "MFSIX",
    "series_id": "S000074726",
    "html_url": "https://fundwatcher.app/funds/MFSIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3351362886188938403097963048",
    "coverage_b_by_a": "0.3351362886188938403097963048",
    "shared_count": 14,
    "as_of": {
      "a": "2025-06-30",
      "b": "2025-01-31"
    },
    "a_top": [
      {
        "name": "MICROSOFT CORP",
        "value": "830177.29",
        "weight": "0.08957601",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "574270.83",
        "weight": "0.06196374",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "470796.30",
        "weight": "0.05079885",
        "shared": true
      },
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "370000.00",
        "weight": "0.03992295",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "352031.58",
        "weight": "0.03798416",
        "shared": true
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "349693.82",
        "weight": "0.03773191",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "329467.64",
        "weight": "0.03554951",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "321407.90",
        "weight": "0.03467986",
        "shared": false
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "310951.95",
        "weight": "0.03355167",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "290378.88",
        "weight": "0.03133184",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "245352.80",
        "weight": "0.02647353",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "235698.63",
        "weight": "0.02543185",
        "shared": false
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "233625.22",
        "weight": "0.02520813",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "209223.00",
        "weight": "0.02257513",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "208009.62",
        "weight": "0.02244421",
        "shared": true
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "207332.34",
        "weight": "0.02237113",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "194751.67",
        "weight": "0.02101368",
        "shared": false
      },
      {
        "name": "COMMERCE BCSHS",
        "value": "177246.67",
        "weight": "0.01912489",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "169937.54",
        "weight": "0.01833624",
        "shared": true
      },
      {
        "name": "ZOETIS INC CL A",
        "value": "166242.70",
        "weight": "0.01793756",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "164912.50",
        "weight": "0.01779403",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "155767.76",
        "weight": "0.01680732",
        "shared": true
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "153766.85",
        "weight": "0.01659142",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "139645.04",
        "weight": "0.01506768",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "139075.28",
        "weight": "0.01500620",
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      },
      {
        "name": "NORDSON CORP",
        "value": "133552.51",
        "weight": "0.01441030",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "125864.40",
        "weight": "0.01358075",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "124846.92",
        "weight": "0.01347096",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "116066.38",
        "weight": "0.01252355",
        "shared": false
      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "113468.40",
        "weight": "0.01224322",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "111959.78",
        "weight": "0.01208044",
        "shared": true
      },
      {
        "name": "CYBER-ARK SOFTWARE LTD",
        "value": "111892.00",
        "weight": "0.01207313",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "109474.20",
        "weight": "0.01181225",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "106894.48",
        "weight": "0.01153390",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "106260.23",
        "weight": "0.01146546",
        "shared": false
      },
      {
        "name": "WATTS WATER TECH INC CL A",
        "value": "104995.03",
        "weight": "0.01132895",
        "shared": false
      },
      {
        "name": "SHERWIN WILLIAMS CO",
        "value": "104724.80",
        "weight": "0.01129979",
        "shared": false
      },
      {
        "name": "XYLEM INC",
        "value": "102453.12",
        "weight": "0.01105468",
        "shared": false
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "102086.70",
        "weight": "0.01101514",
        "shared": false
      },
      {
        "name": "CARLISLE COS INC",
        "value": "97830.80",
        "weight": "0.01055593",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "95462.82",
        "weight": "0.01030042",
        "shared": true
      },
      {
        "name": "STARBUCKS CORP",
        "value": "90988.59",
        "weight": "0.00981766",
        "shared": false
      },
      {
        "name": "AVERY DENNISON CORP",
        "value": "87910.47",
        "weight": "0.00948553",
        "shared": false
      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "80385.14",
        "weight": "0.00867354",
        "shared": false
      },
      {
        "name": "MSA SAFETY INC",
        "value": "61315.98",
        "weight": "0.00661599",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "58765.20",
        "weight": "0.00634076",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "48972.00",
        "weight": "0.00528407",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "30492.07",
        "weight": "0.00329009",
        "shared": false
      },
      {
        "name": "State Street Institutional Treasury Plus Money Market Fund",
        "value": "22083.50",
        "weight": "0.00238281",
        "shared": false
      },
      {
        "name": "ADOBE INC",
        "value": "19344.00",
        "weight": "0.00208721",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL C",
        "value": "225337.60",
        "weight": "0.07508225",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "224962.52",
        "weight": "0.07495727",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "184926.24",
        "weight": "0.06161722",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "160700.32",
        "weight": "0.05354517",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "135464.00",
        "weight": "0.04513646",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "134526.88",
        "weight": "0.04482421",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "132618.40",
        "weight": "0.04418831",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "112266.00",
        "weight": "0.03740691",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "111389.30",
        "weight": "0.03711479",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "108127.16",
        "weight": "0.03602785",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "100903.14",
        "weight": "0.03362082",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "92415.00",
        "weight": "0.03079258",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "88037.27",
        "weight": "0.02933392",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "87383.65",
        "weight": "0.02911614",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "83359.72",
        "weight": "0.02777537",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "82532.20",
        "weight": "0.02749964",
        "shared": true
      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "80457.12",
        "weight": "0.02680823",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "71144.42",
        "weight": "0.02370524",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "70036.60",
        "weight": "0.02333612",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "69272.14",
        "weight": "0.02308140",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "66923.91",
        "weight": "0.02229897",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "65905.77",
        "weight": "0.02195973",
        "shared": false
      },
      {
        "name": "ECOLAB INC",
        "value": "65799.97",
        "weight": "0.02192448",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "64530.00",
        "weight": "0.02150133",
        "shared": false
      },
      {
        "name": "EQUIFAX INC",
        "value": "61001.16",
        "weight": "0.02032552",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "57845.97",
        "weight": "0.01927421",
        "shared": true
      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "56536.95",
        "weight": "0.01883805",
        "shared": false
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "56524.54",
        "weight": "0.01883392",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "55008.80",
        "weight": "0.01832887",
        "shared": true
      },
      {
        "name": "ADOBE INC",
        "value": "37183.25",
        "weight": "0.01238942",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "35929.55",
        "weight": "0.01197169",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "22160.64",
        "weight": "0.00738390",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001752724-25-196753",
      "as_of": "2025-06-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/874964/000175272425196753/0001752724-25-196753-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001752724-25-065803",
      "as_of": "2025-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm"
    }
  ]
}