{
  "page": "compare",
  "query": {
    "a": "MCSOX",
    "b": "LOTAX"
  },
  "retrieved_at": "2026-07-07T18:43:04+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": "MFS Commodity Strategy Fund",
    "ticker": "MCSOX",
    "slug": "MCSOX",
    "series_id": "S000028958",
    "html_url": "https://fundwatcher.app/funds/MCSOX/"
  },
  "fund_b": {
    "name": "LoCorr Market Trend Fund",
    "ticker": "LOTAX",
    "slug": "LOTAX",
    "series_id": "S000045488",
    "html_url": "https://fundwatcher.app/funds/LOTAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07563784278393500247255185695",
    "coverage_b_by_a": "0.07563784278393500247255185695",
    "shared_count": 6,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "83478866.39",
        "weight": "0.08582491",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "60462126.56",
        "weight": "0.06216132",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "47172619.93",
        "weight": "0.04849833",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "46199922.57",
        "weight": "0.04749830",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "36444130.21",
        "weight": "0.03746834",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "32557123.10",
        "weight": "0.03347209",
        "shared": false
      },
      {
        "name": "WHEAT MAY 26",
        "value": "25900935.40",
        "weight": "0.02662884",
        "shared": false
      },
      {
        "name": "ZSCALER INC CFD",
        "value": "25570767.45",
        "weight": "0.02628940",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "23856917.64",
        "weight": "0.02452738",
        "shared": false
      },
      {
        "name": "FHLBDN 0 02/02/26",
        "value": "20541041.37",
        "weight": "0.02111832",
        "shared": false
      },
      {
        "name": "S&P 500 MINI INDEX 02/06/26W 680P",
        "value": "17120564.30",
        "weight": "0.01760171",
        "shared": false
      },
      {
        "name": "ZOOM COMMUNICATIONS INC CLASS A",
        "value": "17004107.67",
        "weight": "0.01748198",
        "shared": false
      },
      {
        "name": "PNC V5.354 12/02/28",
        "value": "5366654.98",
        "weight": "0.00551748",
        "shared": false
      },
      {
        "name": "BOEING CO",
        "value": "5103126.25",
        "weight": "0.00524654",
        "shared": false
      },
      {
        "name": "JBS/FOODS/FOOD",
        "value": "5085967.95",
        "weight": "0.00522890",
        "shared": false
      },
      {
        "name": "SMBC AVIATION CAPITAL FI REGD 144A P/P 5.30000000",
        "value": "4435901.60",
        "weight": "0.00456057",
        "shared": false
      },
      {
        "name": "FORD MOTOR CRED",
        "value": "4397073.43",
        "weight": "0.00452065",
        "shared": false
      },
      {
        "name": "ELEMENT FLEET MA",
        "value": "4321700.62",
        "weight": "0.00444316",
        "shared": false
      },
      {
        "name": "TORONTO DOM BANK",
        "value": "4289316.76",
        "weight": "0.00440986",
        "shared": false
      },
      {
        "name": "BACARDI / MARTIN",
        "value": "4276392.71",
        "weight": "0.00439657",
        "shared": false
      },
      {
        "name": "MARS INC",
        "value": "4172544.47",
        "weight": "0.00428981",
        "shared": true
      },
      {
        "name": "PIONEER NATURAL",
        "value": "4142394.14",
        "weight": "0.00425881",
        "shared": false
      },
      {
        "name": "TCW CLO Ltd., Series 2020-1A, Class BR3",
        "value": "4137183.79",
        "weight": "0.00425345",
        "shared": false
      },
      {
        "name": "NATIONWIDE BUILDING SOC(UNGTD) 2.972%/VAR 02/16/2028 144A",
        "value": "4078418.83",
        "weight": "0.00419304",
        "shared": false
      },
      {
        "name": "BROOKFIELD FIN",
        "value": "4046965.16",
        "weight": "0.00416070",
        "shared": false
      },
      {
        "name": "Dryden 75 CLO Ltd., Series 2019-75A, Class BR3",
        "value": "4028760.01",
        "weight": "0.00414198",
        "shared": false
      },
      {
        "name": "ROGERS COMMUNIC",
        "value": "3990883.53",
        "weight": "0.00410304",
        "shared": false
      },
      {
        "name": "AUTONATION INC",
        "value": "3985789.81",
        "weight": "0.00409780",
        "shared": false
      },
      {
        "name": "Rentokil Terminix Funding, LLC",
        "value": "3952104.72",
        "weight": "0.00406317",
        "shared": false
      },
      {
        "name": "WELLS FARGO CO",
        "value": "3847605.12",
        "weight": "0.00395574",
        "shared": false
      },
      {
        "name": "DCP MIDSTREAM OP",
        "value": "3844620.34",
        "weight": "0.00395267",
        "shared": false
      },
      {
        "name": "SAMMONS FIN GLO",
        "value": "3692888.35",
        "weight": "0.00379667",
        "shared": false
      },
      {
        "name": "EQT CORP",
        "value": "3606197.45",
        "weight": "0.00370754",
        "shared": false
      },
      {
        "name": "MARRIOTT INTL",
        "value": "3539092.82",
        "weight": "0.00363855",
        "shared": false
      },
      {
        "name": "Cox Enterprises, Inc. 5.45 09/15/2028",
        "value": "3514339.94",
        "weight": "0.00361311",
        "shared": false
      },
      {
        "name": "PACIFIC GAS&ELEC",
        "value": "3495737.92",
        "weight": "0.00359398",
        "shared": false
      },
      {
        "name": "TRUIST FINANCIAL",
        "value": "3467021.73",
        "weight": "0.00356446",
        "shared": false
      },
      {
        "name": "BNP PARIBAS",
        "value": "3446622.30",
        "weight": "0.00354348",
        "shared": false
      },
      {
        "name": "Trinitas CLO XV Ltd., Series 2021-15A, Class B1R",
        "value": "3429590.51",
        "weight": "0.00352597",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL",
        "value": "3410115.25",
        "weight": "0.00350595",
        "shared": false
      },
      {
        "name": "CAIXABANK SA SR UNSECURED 144A 03/30 VAR",
        "value": "3382883.48",
        "weight": "0.00347795",
        "shared": false
      },
      {
        "name": "Element Fleet Management Corp.",
        "value": "3378778.44",
        "weight": "0.00347373",
        "shared": false
      },
      {
        "name": "CPGX 6.042 08/15/28",
        "value": "3361335.17",
        "weight": "0.00345580",
        "shared": false
      },
      {
        "name": "Invesco CLO Ltd., Series 2022-2A, Class BR",
        "value": "3344815.86",
        "weight": "0.00343882",
        "shared": false
      },
      {
        "name": "PFP 2025-12 LTD SER 2025-12 CL A V/R REGD 144A P/P 5.22367000",
        "value": "3344348.55",
        "weight": "0.00343834",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "3339324.63",
        "weight": "0.00343317",
        "shared": false
      },
      {
        "name": "CORPORATE OFFICE",
        "value": "3267889.94",
        "weight": "0.00335973",
        "shared": false
      },
      {
        "name": "Dryden 95 CLO Ltd., Series 2021-95A, Class BR",
        "value": "3252496.00",
        "weight": "0.00334390",
        "shared": false
      },
      {
        "name": "CHARLES SCHWAB",
        "value": "3238248.80",
        "weight": "0.00332925",
        "shared": false
      },
      {
        "name": "PAYCHEX INC",
        "value": "3213347.18",
        "weight": "0.00330365",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "US TREASURY N/B",
        "value": "25732195.44",
        "weight": "0.08025228",
        "shared": true
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "20617276.72",
        "weight": "0.06430013",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "19936026.46",
        "weight": "0.06217548",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "19813207.37",
        "weight": "0.06179244",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "17187038.13",
        "weight": "0.05360208",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "14701357.58",
        "weight": "0.04584986",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "13333886.69",
        "weight": "0.04158506",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "10399502.80",
        "weight": "0.03243345",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9356662.55",
        "weight": "0.02918109",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9146528.13",
        "weight": "0.02852573",
        "shared": false
      },
      {
        "name": "FHLB",
        "value": "6964491.17",
        "weight": "0.02172051",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "5652821.28",
        "weight": "0.01762974",
        "shared": false
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "4680783.86",
        "weight": "0.01459819",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4320972.67",
        "weight": "0.01347603",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "3869258.91",
        "weight": "0.01206725",
        "shared": false
      },
      {
        "name": "FANNIE MAE",
        "value": "3652759.33",
        "weight": "0.01139204",
        "shared": false
      },
      {
        "name": "MARS INC",
        "value": "3218780.30",
        "weight": "0.01003857",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "3130468.95",
        "weight": "0.00976315",
        "shared": false
      },
      {
        "name": "WELLS FARGO CO",
        "value": "2878082.66",
        "weight": "0.00897602",
        "shared": false
      },
      {
        "name": "CARMX 2024-4 A3",
        "value": "2466037.70",
        "weight": "0.00769096",
        "shared": false
      },
      {
        "name": "Ford Credit Auto Owner Trust, Series 2024-C, Class A3",
        "value": "2451321.53",
        "weight": "0.00764506",
        "shared": false
      },
      {
        "name": "Fannie Mae Connecticut Avenue Securities",
        "value": "2439196.25",
        "weight": "0.00760724",
        "shared": false
      },
      {
        "name": "TAOT 2024-B A3",
        "value": "2380682.25",
        "weight": "0.00742475",
        "shared": false
      },
      {
        "name": "MARS INC SR UNSECURED 144A 03/28 4.6",
        "value": "2308879.98",
        "weight": "0.00720082",
        "shared": true
      },
      {
        "name": "BX Trust 2026-RISE",
        "value": "2250000.00",
        "weight": "0.00701719",
        "shared": false
      },
      {
        "name": "FHLB",
        "value": "2244420.03",
        "weight": "0.00699978",
        "shared": false
      },
      {
        "name": "Fannie Mae Connecticut Avenue Securities, Series 2023-R06, Class 1M2",
        "value": "2094793.32",
        "weight": "0.00653314",
        "shared": false
      },
      {
        "name": "HEALTHCARE RLTY",
        "value": "2043226.45",
        "weight": "0.00637231",
        "shared": false
      },
      {
        "name": "Fannie Mae Connecticut Avenue Securities, Series 2022-R08, Class 1M2",
        "value": "1987066.24",
        "weight": "0.00619716",
        "shared": false
      },
      {
        "name": "AMXCA 2024-1 A",
        "value": "1894923.55",
        "weight": "0.00590979",
        "shared": false
      },
      {
        "name": "KSL Commercial Mortgage Trust, Series 2024-HT2, Class A",
        "value": "1894716.48",
        "weight": "0.00590915",
        "shared": false
      },
      {
        "name": "NYCT Trust, Series 2024-3ELV, Class A",
        "value": "1874997.19",
        "weight": "0.00584765",
        "shared": false
      },
      {
        "name": "Honda Auto Receivables 2026-1 Owner Trust",
        "value": "1874627.22",
        "weight": "0.00584649",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1868438.89",
        "weight": "0.00582719",
        "shared": false
      },
      {
        "name": "FREDDIE MAC STACR REMIC TRUST 2023-DNA2 STACR 2023-DNA2 M1B",
        "value": "1665581.05",
        "weight": "0.00519453",
        "shared": false
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "1661250.74",
        "weight": "0.00518103",
        "shared": false
      },
      {
        "name": "AMCOR GROUP",
        "value": "1644255.11",
        "weight": "0.00512802",
        "shared": false
      },
      {
        "name": "FED HOME LN BANK",
        "value": "1502719.86",
        "weight": "0.00468661",
        "shared": false
      },
      {
        "name": "SCG Trust, Series 2025-SNIP, Class A",
        "value": "1499998.65",
        "weight": "0.00467812",
        "shared": false
      },
      {
        "name": "MTN Commercial Mortgage Trust, Series 2022-LPFL, Class A",
        "value": "1499062.50",
        "weight": "0.00467520",
        "shared": false
      },
      {
        "name": "FNMA Connecticut Avenue Securities Trust, Series 2022-R03, Class 1M2",
        "value": "1498410.69",
        "weight": "0.00467317",
        "shared": false
      },
      {
        "name": "Federal National Mortgage Association Connecticut Avenue Securities Trust",
        "value": "1492482.56",
        "weight": "0.00465468",
        "shared": false
      },
      {
        "name": "MVWOT 2024-1A A",
        "value": "1460394.34",
        "weight": "0.00455460",
        "shared": false
      },
      {
        "name": "UBS V6.327 12/22/27 144A",
        "value": "1428643.01",
        "weight": "0.00445558",
        "shared": false
      },
      {
        "name": "NRTH PARK Mortgage Trust",
        "value": "1298779.56",
        "weight": "0.00405057",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1297687.55",
        "weight": "0.00404716",
        "shared": false
      },
      {
        "name": "WOART 2026-A A3",
        "value": "1291539.08",
        "weight": "0.00402799",
        "shared": false
      },
      {
        "name": "CITIBANK NA",
        "value": "1285404.21",
        "weight": "0.00400885",
        "shared": false
      },
      {
        "name": "PFS Financing Corp., Series 2024-D, Class A",
        "value": "1258053.53",
        "weight": "0.00392355",
        "shared": false
      },
      {
        "name": "ENERGY TRANS",
        "value": "1256384.57",
        "weight": "0.00391835",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-032766",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/764719/000141036826032766/0001410368-26-032766-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-015668",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1506768/000089418926015668/0000894189-26-015668-index.htm"
    }
  ]
}