{
  "page": "compare",
  "query": {
    "a": "MSTMX",
    "b": "LSHIX"
  },
  "retrieved_at": "2026-07-07T16:10:37+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": "Morningstar Multisector Bond Fund",
    "ticker": "MSTMX",
    "slug": "MSTMX",
    "series_id": "S000057733",
    "html_url": "https://fundwatcher.app/funds/MSTMX/"
  },
  "fund_b": {
    "name": "Loomis Sayles Institutional High Income Fund",
    "ticker": "LSHIX",
    "slug": "LSHIX",
    "series_id": "S000006644",
    "html_url": "https://fundwatcher.app/funds/LSHIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2681861664749640078578765551",
    "coverage_b_by_a": "0.2681861664749640078578765550",
    "shared_count": 289,
    "as_of": {
      "a": "2026-01-30",
      "b": "2026-03-31"
    },
    "a_top": [
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        "name": "WHEAT SEP 26",
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        "weight": "0.07660293",
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      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "4094894.26",
        "weight": "0.02022480",
        "shared": false
      },
      {
        "name": "NOTA DO TESOURO NACIONAL /BRL/ REGD SER NTNF 10.00000000",
        "value": "2457978.32",
        "weight": "0.01214002",
        "shared": false
      },
      {
        "name": "TURKIYE GOVERNMENT BOND 37.840000% 07/14/2027",
        "value": "1626459.33",
        "weight": "0.00803313",
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      },
      {
        "name": "BNTNB 6 05/15/35 NTNB",
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      },
      {
        "name": "IGB 7.18 08/14/33",
        "value": "1398019.77",
        "weight": "0.00690486",
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      },
      {
        "name": "NGOMOB 0 03/17/26 315D",
        "value": "1301876.54",
        "weight": "0.00643000",
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      },
      {
        "name": "EchoStar Corp",
        "value": "1264597.20",
        "weight": "0.00624588",
        "shared": true
      },
      {
        "name": "CGB 2.57 05/20/54 INBK",
        "value": "1091172.06",
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      {
        "name": "EGYTB 0 04/28/26 364D",
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        "name": "IGB 6.79 10/07/34",
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        "name": "CHTR 4.75 03/01/30 144A",
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        "weight": "0.00449650",
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      {
        "name": "POLGB 1.75 04/25/32 0432",
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      {
        "name": "Ball Corp.",
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        "weight": "0.00430719",
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      },
      {
        "name": "XIB 0 03/03/26",
        "value": "842532.48",
        "weight": "0.00416129",
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      },
      {
        "name": "SAUDI INTERNATIONAL BOND REGD REG S EMTN 5.00000000",
        "value": "841769.08",
        "weight": "0.00415752",
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      },
      {
        "name": "Nigeria OMO Bill",
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      },
      {
        "name": "SAGB 8.875 02/28/35 2035",
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      {
        "name": "POLGB 5 10/25/34 1034",
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        "name": "ARDONAGH FINCO LTD REGD 144A P/P 7.75000000",
        "value": "764995.85",
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      {
        "name": "TMHC 5.75 11/15/32 144A",
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      {
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        "name": "MEX BONOS DESARR FIX RT /MXN/ REGD SER M 7.50000000",
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      },
      {
        "name": "PERUGB 6.85 08/12/35",
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      {
        "name": "INDONESIA GOVERNMENT /IDR/ REGD SER 104 6.50000000",
        "value": "722571.46",
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      {
        "name": "EGYTB 0 08/04/26 364D",
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      {
        "name": "CHRD 6.75 03/15/33 144A",
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      {
        "name": "TEVA PHARMACEUTICALS NE REGD 4.10000000",
        "value": "701497.97",
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      {
        "name": "REPUBLIC OF COLOMBIA REGD 7.75000000",
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      {
        "name": "MGS 3.885 08/15/29 0219",
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        "weight": "0.00324119",
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      },
      {
        "name": "Alliant Holdings Intermediate LLC / Alliant Holdings Co-Issuer 6.50 10/01/2031",
        "value": "651656.90",
        "weight": "0.00321855",
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      {
        "name": "CORPBOND",
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      {
        "name": "Directv Financing LLC / Directv Financing Co-Obligor Inc.",
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        "weight": "0.00317977",
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      {
        "name": "Mexican Bonos",
        "value": "640538.11",
        "weight": "0.00316364",
        "shared": false
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      {
        "name": "IGB 7.1 04/08/34",
        "value": "627839.09",
        "weight": "0.00310091",
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      {
        "name": "MGS 4.893 06/08/38 0418",
        "value": "617055.61",
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      {
        "name": "ARGENTINA",
        "value": "591035.87",
        "weight": "0.00291914",
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      {
        "name": "T/L STUBHUB HOLDCO SUB LLC REGD ZCP TERM LOAN 0.00000000",
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        "weight": "0.00289224",
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      {
        "name": "PETSMART LLC/PETSMART FI SR SECURED 144A 09/32 7.5",
        "value": "579385.47",
        "weight": "0.00286160",
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      },
      {
        "name": "DISH DBS Corp",
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        "weight": "0.00285603",
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      {
        "name": "OTEXCN 4.125 02/15/30 144A",
        "value": "576853.17",
        "weight": "0.00284909",
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      {
        "name": "MEX BONOS DESARR FIX RT /MXN/ REGD SER M 8.50000000",
        "value": "576403.30",
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      {
        "name": "Venture Global Plaquemines LNG, LLC",
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        "shared": true
      },
      {
        "name": "CSC HOLDINGS LLC REGD 144A P/P 11.25000000",
        "value": "569054.71",
        "weight": "0.00281058",
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      },
      {
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      {
        "name": "Fair Isaac Corp.",
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        "weight": "0.00272261",
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      {
        "name": "THAILAND GOVERNMENT BOND /THB/ REGD 3.39000000",
        "value": "529015.17",
        "weight": "0.00261282",
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    ],
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        "name": "FIXED INC CLEARING CORP.REPO",
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      {
        "name": "EchoStar Corp",
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      {
        "name": "U.S. Treasury Bills",
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        "weight": "0.01746053",
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      {
        "name": "Hercules LLC",
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      {
        "name": "TEVA PHARMACEUTICALS NE REGD 4.10000000",
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      {
        "name": "U.S. Treasury Bills",
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      {
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      {
        "name": "Ball Corp.",
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      {
        "name": "CSC HOLDINGS LLC REGD 144A P/P 11.25000000",
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      {
        "name": "Directv Financing LLC / Directv Financing Co-Obligor Inc.",
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      },
      {
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        "name": "DISH DBS CORP REGD SER WI 7.75000000",
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      {
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      {
        "name": "WBI Operations LLC",
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        "name": "Mativ Holdings, Inc., First Lien Term Loan B",
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      {
        "name": "Restaurant Brands International Limited Partnership",
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        "name": "Venture Global LNG, Inc.",
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        "name": "NLSN 9.29% Secured Nts due 2029 144A",
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      {
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      },
      {
        "name": "IMOLA MERGER CORP SR SECURED 144A 05/29 4.75",
        "value": "1869028.51",
        "weight": "0.00712380",
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      },
      {
        "name": "T/L DAYFORCE INC REGD 0.00000000",
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      },
      {
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      {
        "name": "BHCCN 4.875 06/01/28 144A",
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      {
        "name": "GLOBAU 8.375 01/15/29 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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      },
      {
        "name": "RWNYNY 7.25 10/01/29 144A",
        "value": "1686761.45",
        "weight": "0.00642909",
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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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      },
      {
        "name": "MINERAL RESOURCES LTD SR UNSECURED 144A 10/28 9.25",
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        "name": "WFRD 6.75 10/15/33 144A",
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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",
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      },
      {
        "name": "CORPBOND",
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      },
      {
        "name": "Lamb Weston Holdings, Inc.",
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      {
        "name": "SYNCHRONY FINANCIAL SUBORDINATED 02/33 7.25",
        "value": "1573948.69",
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      },
      {
        "name": "SM Energy Company",
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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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        "shared": true
      },
      {
        "name": "ACRISURE LLC / FIN INC SR SECURED 144A 02/29 4.25",
        "value": "1492210.57",
        "weight": "0.00568756",
        "shared": false
      },
      {
        "name": "THE TRAVEL CORP TERM B 1LN 10/31/2031",
        "value": "1481106.62",
        "weight": "0.00564523",
        "shared": false
      },
      {
        "name": "CHEMOURS CO/THE COMPANY GUAR 144A 11/28 5.75",
        "value": "1478255.88",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002066578-26-000959",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1699360/000206657826000959/0002066578-26-000959-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}