{
  "page": "compare",
  "query": {
    "a": "LSWWX",
    "b": "AFDIX"
  },
  "retrieved_at": "2026-07-07T17:27:23+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 Global Allocation Fund",
    "ticker": "LSWWX",
    "slug": "LSWWX",
    "series_id": "S000006698",
    "html_url": "https://fundwatcher.app/funds/LSWWX/"
  },
  "fund_b": {
    "name": "Large Cap Equity Fund",
    "ticker": "AFDIX",
    "slug": "AFDIX",
    "series_id": "S000006203",
    "html_url": "https://fundwatcher.app/funds/AFDIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2525642954948471756557133503",
    "coverage_b_by_a": "0.2525642954948471756557133503",
    "shared_count": 20,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "147200576.00",
        "weight": "0.05562722",
        "shared": true
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "125151762.00",
        "weight": "0.04729496",
        "shared": true
      },
      {
        "name": "TSMC",
        "value": "91147211.19",
        "weight": "0.03444461",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "88805703.19",
        "weight": "0.03355975",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "78727026.56",
        "weight": "0.02975101",
        "shared": true
      },
      {
        "name": "ASML Holding NV",
        "value": "78577941.35",
        "weight": "0.02969467",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "73882225.90",
        "weight": "0.02792016",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "72566406.72",
        "weight": "0.02742291",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "56372367.56",
        "weight": "0.02130317",
        "shared": true
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "53947440.96",
        "weight": "0.02038678",
        "shared": false
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "51940389.90",
        "weight": "0.01962832",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "49626159.42",
        "weight": "0.01875377",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "48331837.15",
        "weight": "0.01826464",
        "shared": true
      },
      {
        "name": "KLA CORP",
        "value": "48012345.28",
        "weight": "0.01814391",
        "shared": false
      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "47734793.34",
        "weight": "0.01803902",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "46236951.28",
        "weight": "0.01747298",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "44861157.72",
        "weight": "0.01695307",
        "shared": true
      },
      {
        "name": "CUMMINS INC",
        "value": "44079978.60",
        "weight": "0.01665786",
        "shared": true
      },
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "41642736.48",
        "weight": "0.01573683",
        "shared": false
      },
      {
        "name": "ATLAS COPCO-A",
        "value": "39795933.62",
        "weight": "0.01503892",
        "shared": false
      },
      {
        "name": "SCHNEIDER ELECTR",
        "value": "39132251.55",
        "weight": "0.01478811",
        "shared": false
      },
      {
        "name": "NOMURA RESEARCH",
        "value": "38469614.09",
        "weight": "0.01453770",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "37572658.88",
        "weight": "0.01419874",
        "shared": false
      },
      {
        "name": "ROPER TECHNOLOGIES INC",
        "value": "37442988.18",
        "weight": "0.01414974",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "36851466.72",
        "weight": "0.01392620",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "36672615.84",
        "weight": "0.01385861",
        "shared": true
      },
      {
        "name": "AIRBNB INC CLASS A",
        "value": "34046098.24",
        "weight": "0.01286605",
        "shared": true
      },
      {
        "name": "METTLER-TOLEDO INTL INC",
        "value": "33338560.80",
        "weight": "0.01259867",
        "shared": false
      },
      {
        "name": "LONDON STOCK EXCHANGE GRP PLC",
        "value": "31478290.04",
        "weight": "0.01189567",
        "shared": false
      },
      {
        "name": "Halma PLC",
        "value": "31165877.81",
        "weight": "0.01177761",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "25815746.40",
        "weight": "0.00975579",
        "shared": true
      },
      {
        "name": "EchoStar Corp",
        "value": "23823964.99",
        "weight": "0.00900310",
        "shared": false
      },
      {
        "name": "EXPEDIA INC",
        "value": "17985407.44",
        "weight": "0.00679670",
        "shared": false
      },
      {
        "name": "SOUTH AFRICA REPUBLIC OF 7.1% 11/19/2036 144A",
        "value": "17808368.96",
        "weight": "0.00672980",
        "shared": false
      },
      {
        "name": "CGI INC",
        "value": "17706663.79",
        "weight": "0.00669136",
        "shared": false
      },
      {
        "name": "TYLER TECHNOLOGIES INC",
        "value": "16004553.10",
        "weight": "0.00604813",
        "shared": false
      },
      {
        "name": "UNITED KINGDOM GILT 4.250000% 07/31/2034",
        "value": "15715787.51",
        "weight": "0.00593901",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "15287743.59",
        "weight": "0.00577725",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "15222189.84",
        "weight": "0.00575248",
        "shared": false
      },
      {
        "name": "CONSTELLATION SOFTWARE INC",
        "value": "14821164.24",
        "weight": "0.00560093",
        "shared": false
      },
      {
        "name": "GLENCORE FDG LLC",
        "value": "14789175.60",
        "weight": "0.00558884",
        "shared": false
      },
      {
        "name": "AUSTRALIAN GOVT.",
        "value": "13843012.50",
        "weight": "0.00523129",
        "shared": false
      },
      {
        "name": "NEW ZEALAND GVT",
        "value": "12486633.17",
        "weight": "0.00471871",
        "shared": false
      },
      {
        "name": "Canadian Government Bond",
        "value": "12228901.79",
        "weight": "0.00462131",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "10674504.91",
        "weight": "0.00403390",
        "shared": true
      },
      {
        "name": "UNITED KINGDOM GILT GBP REG S 4.125% 07-22-29",
        "value": "10465970.25",
        "weight": "0.00395510",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "10241836.22",
        "weight": "0.00387040",
        "shared": true
      },
      {
        "name": "LVMH MOET HENNESSY LOUIS VUITTON SE",
        "value": "9967604.25",
        "weight": "0.00376677",
        "shared": false
      },
      {
        "name": "JAPAN GOVT 10-YR",
        "value": "9786948.36",
        "weight": "0.00369850",
        "shared": false
      },
      {
        "name": "Segretariato Generale Della Presidenza Della Repubblica",
        "value": "8378948.96",
        "weight": "0.00316641",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "274136612.22",
        "weight": "0.08551701",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "214141133.43",
        "weight": "0.06680140",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "206964160.00",
        "weight": "0.06456254",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "152417514.08",
        "weight": "0.04754669",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "120519855.50",
        "weight": "0.03759621",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "100069827.60",
        "weight": "0.03121682",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "77808317.50",
        "weight": "0.02427233",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "54142444.50",
        "weight": "0.01688975",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "53492148.78",
        "weight": "0.01668689",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "51448198.53",
        "weight": "0.01604928",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "49194986.70",
        "weight": "0.01534639",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "48532507.40",
        "weight": "0.01513973",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "47961964.60",
        "weight": "0.01496175",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "45881063.20",
        "weight": "0.01431261",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "43438205.58",
        "weight": "0.01355056",
        "shared": true
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "41836917.00",
        "weight": "0.01305104",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "40420928.48",
        "weight": "0.01260932",
        "shared": false
      },
      {
        "name": "CUMMINS INC",
        "value": "36031545.00",
        "weight": "0.01124005",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "34253756.88",
        "weight": "0.01068547",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "34057339.77",
        "weight": "0.01062420",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "33470858.43",
        "weight": "0.01044125",
        "shared": true
      },
      {
        "name": "WELLTOWER INC",
        "value": "32834161.76",
        "weight": "0.01024263",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "32670681.60",
        "weight": "0.01019163",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "30795208.30",
        "weight": "0.00960658",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "30565538.64",
        "weight": "0.00953493",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "30555511.77",
        "weight": "0.00953180",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "30366379.66",
        "weight": "0.00947280",
        "shared": false
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "29319487.52",
        "weight": "0.00914622",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "28744307.20",
        "weight": "0.00896680",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "28286731.08",
        "weight": "0.00882406",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "28033302.29",
        "weight": "0.00874500",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "27946429.88",
        "weight": "0.00871790",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "27397200.00",
        "weight": "0.00854657",
        "shared": false
      },
      {
        "name": "SLB LTD",
        "value": "25848901.82",
        "weight": "0.00806357",
        "shared": false
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "25759761.36",
        "weight": "0.00803577",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "25151653.44",
        "weight": "0.00784607",
        "shared": false
      },
      {
        "name": "XYLEM INC",
        "value": "25034020.99",
        "weight": "0.00780937",
        "shared": false
      },
      {
        "name": "TRANE TECHNOLOGI",
        "value": "24762909.24",
        "weight": "0.00772480",
        "shared": false
      },
      {
        "name": "SYSCO CORP",
        "value": "24728706.60",
        "weight": "0.00771413",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "24166160.00",
        "weight": "0.00753864",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "23984561.97",
        "weight": "0.00748199",
        "shared": false
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "23910876.00",
        "weight": "0.00745901",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "23691682.14",
        "weight": "0.00739063",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "23389730.64",
        "weight": "0.00729643",
        "shared": false
      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "22640795.44",
        "weight": "0.00706280",
        "shared": false
      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "22396704.90",
        "weight": "0.00698666",
        "shared": false
      },
      {
        "name": "METLIFE INC",
        "value": "22049405.28",
        "weight": "0.00687832",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "21986423.58",
        "weight": "0.00685867",
        "shared": false
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "21583712.32",
        "weight": "0.00673305",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "21404791.25",
        "weight": "0.00667723",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-056159",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/872649/000141036826056159/0001410368-26-056159-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-129677",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm"
    }
  ]
}