{
  "page": "compare",
  "query": {
    "a": "WPOIX",
    "b": "CSIEX"
  },
  "retrieved_at": "2026-07-07T15:58:38+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": "Partners III Opportunity Fund",
    "ticker": "WPOIX",
    "slug": "WPOIX",
    "series_id": "S000008514",
    "html_url": "https://fundwatcher.app/funds/WPOIX/"
  },
  "fund_b": {
    "name": "Calvert Equity Fund",
    "ticker": "CSIEX",
    "slug": "CSIEX",
    "series_id": "S000008719",
    "html_url": "https://fundwatcher.app/funds/CSIEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2798708901034689653803500110",
    "coverage_b_by_a": "0.2798708901034689653803500110",
    "shared_count": 7,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
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      },
      {
        "name": "ALPHABET INC CL C",
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        "weight": "0.05973619",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "18508500.00",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "17203550.00",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "DANAHER CORP",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "14989800.00",
        "weight": "0.04802308",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "14578900.00",
        "weight": "0.04670667",
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      },
      {
        "name": "SIRIUS XM HOLDINGS INC",
        "value": "14540400.00",
        "weight": "0.04658333",
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      },
      {
        "name": "AON PLC-CLASS A",
        "value": "14525100.00",
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      },
      {
        "name": "IDEX CORPORATION",
        "value": "13268500.00",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "12619100.00",
        "weight": "0.04042803",
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      },
      {
        "name": "LIBERTY BROADBAND CORP C",
        "value": "12072000.00",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "11442600.00",
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      {
        "name": "EURONET WORLDWIDE INC",
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      },
      {
        "name": "BIO-TECHNE CORP",
        "value": "9929400.00",
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      },
      {
        "name": "GLOBAL PAYMENTS INC",
        "value": "8076000.00",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "7937751.68",
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      },
      {
        "name": "JPM-US GV MM-L",
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      },
      {
        "name": "U.S. Treasury Bills",
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      },
      {
        "name": "ACCENTURE PLC-A",
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      },
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        "name": "VULCAN MATERIALS CO",
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      },
      {
        "name": "POOL CORP",
        "value": "3034950.00",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "2800050.00",
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      },
      {
        "name": "LIBERTY BROADBAND CORP A",
        "value": "2008800.00",
        "weight": "0.00643563",
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      },
      {
        "name": "NORTHERN US GOVERNMENT SELECT MONEY MARKET FUND",
        "value": "0.28",
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      }
    ],
    "b_top": [
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        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "180126083.80",
        "weight": "0.04746924",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "175156542.72",
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      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "170055278.25",
        "weight": "0.04481525",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "169005577.02",
        "weight": "0.04453862",
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      },
      {
        "name": "DANAHER CORP",
        "value": "165866440.80",
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      },
      {
        "name": "TJX COS INC",
        "value": "163067274.50",
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      {
        "name": "VERISIGN INC",
        "value": "158979706.48",
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      {
        "name": "ZOETIS INC CL A",
        "value": "155601123.31",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "140127853.50",
        "weight": "0.03692837",
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      },
      {
        "name": "S&P GLOBAL INC",
        "value": "131337335.88",
        "weight": "0.03461178",
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      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "130031347.28",
        "weight": "0.03426761",
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      },
      {
        "name": "LINDE PLC",
        "value": "123565701.20",
        "weight": "0.03256369",
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      {
        "name": "ECOLAB INC",
        "value": "114739480.38",
        "weight": "0.03023769",
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      {
        "name": "EQUIFAX INC",
        "value": "110847670.67",
        "weight": "0.02921207",
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      },
      {
        "name": "XYLEM INC",
        "value": "109508485.50",
        "weight": "0.02885915",
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      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "99517875.66",
        "weight": "0.02622629",
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      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "91238904.08",
        "weight": "0.02404450",
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      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "79614035.04",
        "weight": "0.02098096",
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      {
        "name": "IDEXX LABS INC",
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      {
        "name": "MARSH & MCLENNAN",
        "value": "76982313.50",
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      {
        "name": "WEST PHARMACEUTICAL SVCS INC",
        "value": "76618893.52",
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      {
        "name": "AMPHENOL CORPORATION CL A",
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      {
        "name": "INTUIT INC",
        "value": "68065259.60",
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      {
        "name": "MSCI INC",
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      {
        "name": "DOLLAR GENERAL CORP",
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      {
        "name": "IDEX CORPORATION",
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      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "48626573.55",
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      {
        "name": "MOODYS CORP",
        "value": "41883926.25",
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      {
        "name": "GARTNER INC",
        "value": "41407018.38",
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      {
        "name": "REVVITY INC",
        "value": "40021124.10",
        "weight": "0.01054690",
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      },
      {
        "name": "VERALTO CORP",
        "value": "39900497.62",
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      {
        "name": "COPART INC",
        "value": "39683163.20",
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      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "36722856.51",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "AON PLC",
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      {
        "name": "METTLER-TOLEDO INTL INC",
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      {
        "name": "ADOBE INC",
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      {
        "name": "CROWN CASTLE INC",
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      {
        "name": "STARBUCKS CORP",
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      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "25917779.78",
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      {
        "name": "TYLER TECHNOLOGIES INC",
        "value": "23440704.32",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
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      {
        "name": "NIKE INC CL B",
        "value": "22428850.96",
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      {
        "name": "TE CONNECTIVITY PLC",
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      },
      {
        "name": "BALL CORP",
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      },
      {
        "name": "CORE INNOVATIONS CAPITAL I LP",
        "value": "4686727.07",
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      },
      {
        "name": "DBL EQUITY FUND   BAEF II LP",
        "value": "3668547.00",
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      },
      {
        "name": "DBL PARTNERS III LP",
        "value": "3331010.00",
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      },
      {
        "name": "ACCION FRONTIER INCLUSION FUND",
        "value": "1663117.17",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001004726-26-004070",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1257927/000100472626004070/0001004726-26-004070-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050770",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/356682/000141036826050770/0001410368-26-050770-index.htm"
    }
  ]
}