# Portfolio overlap — HDBFX vs LSDIX

Comparing **Hartford Dynamic Bond Fund** (2026-01-31) and **Loomis Sayles Intermediate Duration Bond Fund** (2026-03-31).

- Shared positions: 13
- Hartford Dynamic Bond Fund covered by Loomis Sayles Intermediate Duration Bond Fund: 0.07643663588444002021779416652
- Loomis Sayles Intermediate Duration Bond Fund covered by Hartford Dynamic Bond Fund: 0.07643663588444002021779416652

## Hartford Dynamic Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US TREASURY N/B | 0.148388 |  |
| US TREASURY N/B | 0.103153 |  |
| US TREASURY N/B | 0.090718 |  |
| US TREASURY N/B | 0.055296 | ✓ |
| US TREASURY N/B | 0.039425 | ✓ |
| US TREASURY N/B | 0.021235 |  |
| US TREASURY N/B | 0.018714 |  |
| US TREASURY N/B | 0.018073 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.013698 |  |
| US TREASURY N/B | 0.011856 |  |
| US TREASURY N/B | 0.011446 |  |
| U.S. Treasury Bills | 0.010905 |  |
| Energy Transfer LP | 0.007734 |  |
| REPUBLIC OF COLOMBIA SR UNSECURED 04/32 3.25 | 0.007377 |  |
| GLOBAL ATLANTIC FIN CO REGD V/R 144A P/P 7.25000000 | 0.007374 |  |
| CENTENE CORP | 0.007303 |  |
| PETROLEOS MEXICANOS SR UNSEC 6.75% 09-21-47 | 0.007291 |  |
| CHARTER COMM OPT | 0.006733 |  |
| US TREASURY N/B | 0.006480 |  |
| EUSHI FINANCE INC REGD V/R 6.25000000 | 0.006277 |  |
| VIACOMCBS INC | 0.006235 |  |
| DOMINION ENERGY | 0.006004 |  |
| C V6.875 PERP GG | 0.005092 |  |
| ORACLE CORP | 0.005022 |  |
| UPJOHN INC | 0.004994 |  |
| US TREASURY N/B | 0.004965 | ✓ |
| American National Group Inc. | 0.004956 |  |
| AEGEBZ 7.625 01/20/36 144A | 0.004935 |  |
| SAUDI ARAB OIL | 0.004926 |  |
| PACIFIC GAS&ELEC | 0.004925 |  |
| ATHENE HOLDING | 0.004912 |  |
| Republic of Colombia | 0.004896 |  |
| PHILLIPS 66 CO | 0.004891 |  |
| SEMPRA | 0.004849 |  |
| GLP CAP/FIN II | 0.004846 |  |
| ARES STRATEGIC I | 0.004801 |  |
| UBS V7 PERP 144a | 0.004682 |  |
| CAPITAL ONE FINL | 0.004658 | ✓ |
| PACIFIC GAS&ELEC | 0.004462 |  |
| HPS CORPORATE LE | 0.004421 |  |
| BRANDYWINE OPER PARTNERS REGD 6.12500000 | 0.004415 |  |
| UNITED MEXICAN | 0.004157 |  |
| US TREASURY N/B | 0.004040 |  |
| ARES CAPITAL COR | 0.004038 | ✓ |
| CHARTER COMM OPT | 0.003903 |  |
| AMGFIN V0 01/15/67 144A | 0.003861 |  |
| Energy Transfer L.P. | 0.003856 |  |
| ReNew Wind Energy AP2 / ReNew Power Pvt Ltd other 9 Subsidiaries | 0.003724 |  |
| SIXTH STREET LEN | 0.003703 |  |
| VIACOMCBS INC | 0.003668 |  |

## Loomis Sayles Intermediate Duration Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US TREASURY N/B | 0.058580 | ✓ |
| US TREASURY N/B | 0.029111 |  |
| US TREASURY N/B | 0.025618 |  |
| US TREASURY N/B | 0.016338 |  |
| US TREASURY N/B | 0.015761 |  |
| US TREASURY N/B | 0.012801 |  |
| FIXED INC CLEARING CORP.REPO | 0.011558 |  |
| US TREASURY N/B | 0.010796 |  |
| Freddie Mac Multifamily Structured Pass Through Certificates | 0.008566 |  |
| FORDR 2025-1 A | 0.006917 |  |
| US TREASURY N/B | 0.006681 |  |
| Avis Budget Rental Car Funding AESOP LLC, Series 2023-3A, Class A | 0.005588 |  |
| BANK5 2024-5YR6 A3 | 0.005122 |  |
| US TREASURY N/B | 0.004960 | ✓ |
| GOLDMAN SACHS GP | 0.004441 |  |
| AmeriCredit Automobile Receivables Trust, Series 2023-1, Class B | 0.004371 |  |
| BARCLAYS PLC | 0.004106 |  |
| US TREASURY N/B | 0.004079 | ✓ |
| WFCM 2022-C62 A4 FRN 04-15-55 | 0.003925 |  |
| BANK 2021-BN37 A5 | 0.003870 |  |
| BBCMS 2021-C12 A5 | 0.003840 |  |
| CSMC TR 2014-USA 3.953% 09/15/2037 144A | 0.003639 |  |
| Hertz Vehicle Financing LLC, Series 2023-3A, Class A | 0.003611 |  |
| PNC V4.429 07/21/28 | 0.003548 |  |
| NatWest Markets PLC | 0.003532 |  |
| AMERICAN WATER | 0.003506 |  |
| ROYAL BK CANADA | 0.003499 |  |
| WLAKE 2023-3A C 144A 6.02% 09-15-28 | 0.003494 |  |
| BANK OF AMER CRP | 0.003480 |  |
| BANK5 2023-5YR3 A3 | 0.003319 |  |
| Toyota Lease Owner Trust 2024-B | 0.003296 |  |
| Mercedes-Benz Finance North America LLC | 0.003271 |  |
| Takeoff Merger Sub, Inc. | 0.003194 |  |
| DNB Bank ASA | 0.003167 |  |
| CCCIT 2025-A2 A | 0.003131 |  |
| STELLANTIS FINANCIAL UNDERWRITTEN ENHANCED  SER 2025-CA CL A3 REGD 144A P/P 4.11000000 | 0.003111 |  |
| Government National Mortgage Association | 0.003085 |  |
| CarMax Select Receivables Trust, Series 2025-A, Class A3 | 0.003019 |  |
| CHI COMMERCIAL MORTGAGE TRUST 2025-SFT SER 2025-SFT CL A V/R REGD 144A P/P 5.48216000 | 0.003014 |  |
| SDART 2023-5 B | 0.002977 |  |
| BANCO BILBAO VIZ | 0.002964 |  |
| DIN 2025-1A A2 | 0.002950 |  |
| CITIGROUP INC | 0.002924 |  |
| WELLS FARGO CO | 0.002898 |  |
| FORDR 2021-1 A 144A 1.37% 10-17-33 | 0.002846 |  |
| BMW US Capital LLC | 0.002817 |  |
| American Express Co | 0.002795 |  |
| CONAGRA BRANDS | 0.002792 |  |
| Bluepeak ABS Issuer LLC, Series 2025-1A, Class A2 | 0.002757 |  |
| JPMCC 2019-COR5 A4 | 0.002713 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030396` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1006415/000141036826030396/0001410368-26-030396-index.htm>
- N-PORT (fund B) — accession `0001410368-26-056138` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/917469/000141036826056138/0001410368-26-056138-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_
