{
  "page": "compare",
  "query": {
    "a": "LSHIX",
    "b": "NEFZX"
  },
  "retrieved_at": "2026-07-07T17:01:34+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": "Loomis Sayles Institutional High Income Fund",
    "ticker": "LSHIX",
    "slug": "LSHIX",
    "series_id": "S000006644",
    "html_url": "https://fundwatcher.app/funds/LSHIX/"
  },
  "fund_b": {
    "name": "Loomis Sayles Strategic Income Fund",
    "ticker": "NEFZX",
    "slug": "NEFZX",
    "series_id": "S000006706",
    "html_url": "https://fundwatcher.app/funds/NEFZX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2640737825057570710604728765",
    "coverage_b_by_a": "0.2640737825057570710604728767",
    "shared_count": 266,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "FIXED INC CLEARING CORP.REPO",
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        "weight": "0.03222509",
        "shared": true
      },
      {
        "name": "EchoStar Corp",
        "value": "4735939.28",
        "weight": "0.01805102",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "4581017.41",
        "weight": "0.01746053",
        "shared": false
      },
      {
        "name": "Hercules LLC",
        "value": "3799899.00",
        "weight": "0.01448330",
        "shared": false
      },
      {
        "name": "TEVA PHARMACEUTICALS NE REGD 4.10000000",
        "value": "3784981.30",
        "weight": "0.01442644",
        "shared": true
      },
      {
        "name": "ARDONAGH FINCO LTD REGD 144A P/P 7.75000000",
        "value": "3429720.63",
        "weight": "0.01307237",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "3294014.16",
        "weight": "0.01255512",
        "shared": false
      },
      {
        "name": "TMHC 5.75 11/15/32 144A",
        "value": "3162765.00",
        "weight": "0.01205487",
        "shared": true
      },
      {
        "name": "Ball Corp.",
        "value": "3153809.25",
        "weight": "0.01202073",
        "shared": true
      },
      {
        "name": "CSC HOLDINGS LLC REGD 144A P/P 11.25000000",
        "value": "2512717.80",
        "weight": "0.00957721",
        "shared": false
      },
      {
        "name": "CHRD 6.75 03/15/33 144A",
        "value": "2431401.33",
        "weight": "0.00926728",
        "shared": true
      },
      {
        "name": "Directv Financing LLC / Directv Financing Co-Obligor Inc.",
        "value": "2347907.28",
        "weight": "0.00894904",
        "shared": true
      },
      {
        "name": "DISH DBS Corp",
        "value": "2265402.38",
        "weight": "0.00863457",
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      },
      {
        "name": "PETSMART LLC/PETSMART FI SR SECURED 144A 09/32 7.5",
        "value": "2205689.65",
        "weight": "0.00840698",
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      },
      {
        "name": "CHTR 4.75 03/01/30 144A",
        "value": "2159637.61",
        "weight": "0.00823145",
        "shared": false
      },
      {
        "name": "DISH DBS CORP REGD SER WI 7.75000000",
        "value": "2079909.90",
        "weight": "0.00792757",
        "shared": true
      },
      {
        "name": "CORPBOND",
        "value": "2030240.25",
        "weight": "0.00773825",
        "shared": false
      },
      {
        "name": "WBI Operations LLC",
        "value": "2000854.44",
        "weight": "0.00762625",
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      },
      {
        "name": "Venture Global Plaquemines LNG, LLC",
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      },
      {
        "name": "Mativ Holdings, Inc., First Lien Term Loan B",
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      },
      {
        "name": "ANTERO MIDSTREAM PARTNERS LP / COMPANY GUAR 144A 07/34 5.75",
        "value": "1966921.73",
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      },
      {
        "name": "CSC HOLDINGS LLC SR UNSECURED 144A 01/30 5.75",
        "value": "1935864.12",
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      },
      {
        "name": "Restaurant Brands International Limited Partnership",
        "value": "1902964.17",
        "weight": "0.00725314",
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      },
      {
        "name": "Venture Global LNG, Inc.",
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      {
        "name": "NLSN 9.29% Secured Nts due 2029 144A",
        "value": "1897255.98",
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      },
      {
        "name": "Venture Global Plaquemines LNG, LLC",
        "value": "1874314.82",
        "weight": "0.00714394",
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      },
      {
        "name": "IMOLA MERGER CORP SR SECURED 144A 05/29 4.75",
        "value": "1869028.51",
        "weight": "0.00712380",
        "shared": false
      },
      {
        "name": "T/L DAYFORCE INC REGD 0.00000000",
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      },
      {
        "name": "Alliant Holdings Intermediate LLC / Alliant Holdings Co-Issuer 6.50 10/01/2031",
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      {
        "name": "BHCCN 4.875 06/01/28 144A",
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      {
        "name": "AQUARI 7.875 11/01/29 144A",
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      {
        "name": "ARCLIN US HOLDING",
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      },
      {
        "name": "ZIFF DAVIS INC REGD 144A P/P 4.62500000",
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        "weight": "0.00664122",
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      {
        "name": "RWNYNY 7.25 10/01/29 144A",
        "value": "1686761.45",
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      },
      {
        "name": "ZF NORTH AMERICA CAPITAL INC COMPANY GUAR 144A 04/30 6.75",
        "value": "1679375.67",
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      },
      {
        "name": "Bausch & Lomb Corporation, Repriced Term Loan",
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        "weight": "0.00638952",
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      },
      {
        "name": "MINERAL RESOURCES LTD SR UNSECURED 144A 10/28 9.25",
        "value": "1652615.37",
        "weight": "0.00629894",
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      {
        "name": "WFRD 6.75 10/15/33 144A",
        "value": "1648113.40",
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      {
        "name": "Directv Financing LLC",
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      {
        "name": "CQP HOLDCO LP/BIP V CHIN SR SECURED 144A 06/31 5.5",
        "value": "1614026.50",
        "weight": "0.00615186",
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      },
      {
        "name": "CORPBOND",
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        "weight": "0.00600355",
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      },
      {
        "name": "Lamb Weston Holdings, Inc.",
        "value": "1574573.98",
        "weight": "0.00600148",
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      {
        "name": "SYNCHRONY FINANCIAL SUBORDINATED 02/33 7.25",
        "value": "1573948.69",
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      },
      {
        "name": "SM Energy Company",
        "value": "1525081.03",
        "weight": "0.00581284",
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      },
      {
        "name": "OSAIC HOLDINGS INC REGD 144A P/P 8.00000000",
        "value": "1508445.04",
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      },
      {
        "name": "TRINET GROUP INC REGD 144A P/P 3.50000000",
        "value": "1497509.75",
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      },
      {
        "name": "ACRISURE LLC / FIN INC SR SECURED 144A 02/29 4.25",
        "value": "1492210.57",
        "weight": "0.00568756",
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      {
        "name": "THE TRAVEL CORP TERM B 1LN 10/31/2031",
        "value": "1481106.62",
        "weight": "0.00564523",
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      },
      {
        "name": "CHEMOURS CO/THE COMPANY GUAR 144A 11/28 5.75",
        "value": "1478255.88",
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      }
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    "b_top": [
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        "name": "US TREASURY N/B",
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      },
      {
        "name": "U.S. Treasury Bills",
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      },
      {
        "name": "Presidencia da Republica",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "FIXED INC CLEARING CORP.REPO",
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      },
      {
        "name": "MALAYSIA GOVT OF 4.054% 04/18/2039",
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      },
      {
        "name": "EchoStar Corp",
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      },
      {
        "name": "National Life Insurance Co.",
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        "weight": "0.00993220",
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      },
      {
        "name": "MEXICO UNITED MEXICAN STATES 8% 07/31/2053",
        "value": "24136770.98",
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      },
      {
        "name": "Turkiye Government Bond",
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      },
      {
        "name": "SATS 6.75 11/30/30",
        "value": "23300843.40",
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      },
      {
        "name": "B 0 09/17/26",
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      },
      {
        "name": "DISH DBS Corp",
        "value": "21999684.36",
        "weight": "0.00840392",
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      },
      {
        "name": "VA TOBGEN 6.71 06/01/2046",
        "value": "21545707.32",
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      },
      {
        "name": "Ball Corp.",
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      {
        "name": "RPLDCI 6.581 05/30/49 144A",
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      },
      {
        "name": "TEVA PHARMACEUTICALS NE REGD 4.10000000",
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      },
      {
        "name": "GLENCORE FDG LLC",
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      },
      {
        "name": "DISH DBS CORP REGD SER WI 7.75000000",
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      {
        "name": "Alta Wind Holdings LLC",
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      },
      {
        "name": "Canadian Government Bond",
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      },
      {
        "name": "CSC HOLDINGS LLC SR UNSECURED 144A 12/30 4.625",
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      },
      {
        "name": "WHEAT SEP 26",
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      },
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      {
        "name": "UNICREDIT SPA SUBORDINATED 144A 06/35 VAR",
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      {
        "name": "AERCAP IRELAND",
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      {
        "name": "MALAYSIA GOVT",
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      },
      {
        "name": "Venture Global LNG, Inc.",
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      {
        "name": "LEIDOS INC",
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      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "TURKIYE GOVERNMENT BOND TRY 36.0% 08-12-26",
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      },
      {
        "name": "Ardonagh Midco 3 PLC 2024 USD Term Loan B",
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      },
      {
        "name": "QUIKRETE HOLDINGS INC SR SECURED 144A 03/32 6.375",
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      },
      {
        "name": "AMYNTA TERM B 1LN 12/29/2031",
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      },
      {
        "name": "SATS 3.875 11/30/30",
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      },
      {
        "name": "T-MOBILE USA INC",
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      },
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        "name": "Restaurant Brands International Limited Partnership",
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      },
      {
        "name": "UNITED MEXICAN",
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      },
      {
        "name": "T/L DAYFORCE INC REGD 0.00000000",
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      },
      {
        "name": "CHILE",
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        "name": "TRAVEL + LEISURE CO SR SECURED 144A 12/29 4.5",
        "value": "12144232.76",
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      },
      {
        "name": "REP OF POLAND",
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      },
      {
        "name": "South Africa, Parliament of",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "ORACLE CORP",
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      },
      {
        "name": "REP OF NIGERIA",
        "value": "11424138.91",
        "weight": "0.00436404",
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      },
      {
        "name": "UZBEKISTAN INTL BOND REGD 144A P/P 6.90000000",
        "value": "11316963.35",
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      },
      {
        "name": "BOEING CO/THE",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-056156",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/917469/000141036826056156/0001410368-26-056156-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-056162",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/872649/000141036826056162/0001410368-26-056162-index.htm"
    }
  ]
}