{
  "page": "compare",
  "query": {
    "a": "WRLDX",
    "b": "MFSIX"
  },
  "retrieved_at": "2026-07-07T16:49:42+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": "Scharf Global Opportunity Fund",
    "ticker": "WRLDX",
    "slug": "WRLDX",
    "series_id": "S000046127",
    "html_url": "https://fundwatcher.app/funds/WRLDX/"
  },
  "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": "0.1619980347234875692364793996",
    "coverage_b_by_a": "0.1619980347234875692364793996",
    "shared_count": 6,
    "as_of": {
      "a": "2025-06-30",
      "b": "2025-01-31"
    },
    "a_top": [
      {
        "name": "BROOKFIELD CORP CL A",
        "value": "1640880.50",
        "weight": "0.05631466",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1462416.07",
        "weight": "0.05018980",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1380312.75",
        "weight": "0.04737203",
        "shared": true
      },
      {
        "name": "FISERV INC",
        "value": "1217387.01",
        "weight": "0.04178045",
        "shared": false
      },
      {
        "name": "MARKEL GROUP INC",
        "value": "1200413.36",
        "weight": "0.04119792",
        "shared": false
      },
      {
        "name": "MCKESSON CORP",
        "value": "1187103.60",
        "weight": "0.04074113",
        "shared": false
      },
      {
        "name": "FRANCO-NEVADA CORP",
        "value": "1173667.20",
        "weight": "0.04028000",
        "shared": false
      },
      {
        "name": "HEINEKEN HLDG",
        "value": "1129131.67",
        "weight": "0.03875155",
        "shared": false
      },
      {
        "name": "Novartis AG",
        "value": "1073963.75",
        "weight": "0.03685820",
        "shared": false
      },
      {
        "name": "SAMSUNG ELE-PREF",
        "value": "1042742.29",
        "weight": "0.03578669",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1005543.90",
        "weight": "0.03451005",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "998045.55",
        "weight": "0.03425270",
        "shared": true
      },
      {
        "name": "Smith & Nephew PLC",
        "value": "996096.20",
        "weight": "0.03418580",
        "shared": false
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "922749.65",
        "weight": "0.03166857",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "906789.80",
        "weight": "0.03112083",
        "shared": false
      },
      {
        "name": "FIRST AM-TR OB-Z",
        "value": "870039.69",
        "weight": "0.02985957",
        "shared": false
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "867052.44",
        "weight": "0.02975705",
        "shared": false
      },
      {
        "name": "ASSA ABLOY AB SER B",
        "value": "798867.51",
        "weight": "0.02741696",
        "shared": false
      },
      {
        "name": "COMMSTCK",
        "value": "765503.20",
        "weight": "0.02627190",
        "shared": false
      },
      {
        "name": "HALEON PLC SPONS ADR",
        "value": "743269.75",
        "weight": "0.02550885",
        "shared": false
      },
      {
        "name": "Sony Group Corp. SPON ADR EACH REPR 1 ORD",
        "value": "736909.30",
        "weight": "0.02529057",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "719153.50",
        "weight": "0.02468119",
        "shared": false
      },
      {
        "name": "ADOBE INC",
        "value": "654600.96",
        "weight": "0.02246576",
        "shared": true
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "642605.64",
        "weight": "0.02205408",
        "shared": false
      },
      {
        "name": "AON PLC",
        "value": "630751.68",
        "weight": "0.02164726",
        "shared": false
      },
      {
        "name": "U-HAUL HOLDING CO",
        "value": "589207.69",
        "weight": "0.02022148",
        "shared": false
      },
      {
        "name": "COMPASS GROUP",
        "value": "557421.72",
        "weight": "0.01913059",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "556060.84",
        "weight": "0.01908389",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "550627.05",
        "weight": "0.01889740",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "539307.52",
        "weight": "0.01850892",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "460234.56",
        "weight": "0.01579515",
        "shared": false
      },
      {
        "name": "SAMSUNG ELECTRONICS CO LTD",
        "value": "429801.42",
        "weight": "0.01475069",
        "shared": false
      },
      {
        "name": "SLB LTD",
        "value": "399854.00",
        "weight": "0.01372290",
        "shared": false
      },
      {
        "name": "CENTENE CORP",
        "value": "289203.84",
        "weight": "0.00992541",
        "shared": false
      }
    ],
    "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": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "160700.32",
        "weight": "0.05354517",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "135464.00",
        "weight": "0.04513646",
        "shared": false
      },
      {
        "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": true
      },
      {
        "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": false
      },
      {
        "name": "TJX COS INC",
        "value": "83359.72",
        "weight": "0.02777537",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "82532.20",
        "weight": "0.02749964",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "DANAHER CORP",
        "value": "69272.14",
        "weight": "0.02308140",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "66923.91",
        "weight": "0.02229897",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "name": "ADOBE INC",
        "value": "37183.25",
        "weight": "0.01238942",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "35929.55",
        "weight": "0.01197169",
        "shared": true
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "22160.64",
        "weight": "0.00738390",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001145549-25-051670",
      "as_of": "2025-06-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000114554925051670/0001145549-25-051670-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"
    }
  ]
}