# Portfolio overlap — MSTZX vs LSDIX Comparing **MassMutual Short-Duration Bond Fund** (2026-03-31) and **Loomis Sayles Intermediate Duration Bond Fund** (2026-03-31). - Shared positions: 26 - MassMutual Short-Duration Bond Fund covered by Loomis Sayles Intermediate Duration Bond Fund: 0.04268131224111734159384759922 - Loomis Sayles Intermediate Duration Bond Fund covered by MassMutual Short-Duration Bond Fund: 0.04268131224111734159384759922 ## MassMutual Short-Duration Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Phillips 66 | 0.023463 | | | Fortive Corp | 0.023385 | | | CRH America Finance Inc | 0.023313 | | | Charles Schwab Corp/The | 0.023226 | | | Bayer Corporation 0% CP 20/07/2026 | 0.023179 | | | 522 Funding CLO 2018-3A Ltd | 0.018412 | | | FIXED INC CLEARING CORP.REPO | 0.017998 | ✓ | | Keurig Dr Pepper Inc 0% CP 23/04/2026 | 0.015610 | | | Penske Truck Leasing Co LP / PTL Finance Corp. 0% CP 28/04/2026 | 0.015602 | | | VW Credit Inc | 0.015534 | | | BHG Securitization Trust, Series 2021-B, Class C | 0.011722 | | | Enterprise Fleet Financing LLC, Series 2026-1, Class A2 | 0.010153 | | | Elmwood CLO I Ltd., Series 2019-1A, Class A1R3 | 0.009763 | | | WLAKE 2025-2A A3 | 0.009421 | ✓ | | LAD AUTO RECEIVABLES TRUST 2023-3 SER 2023-3A CL C REGD 144A P/P 6.43000000 | 0.007945 | | | AFFRM 2024-B A 144A 4.62% 09-15-29 | 0.007843 | | | SDART 2025-3 A3 | 0.007838 | | | Nelnet Student Loan Trust 2018-5 | 0.007471 | | | State Street Navigator Securities Lending Government Money Market Portfolio | 0.007048 | | | HPS LOAN MANAGEMENT 2021-16 LTD HLM 2021-16A A1R | 0.006841 | | | BLUE OWL TECHNOL | 0.006785 | ✓ | | GOLUB CAPITAL | 0.006631 | ✓ | | Sofi Professional Loan Program 2019-A LLC | 0.006578 | | | ENSTAR GROUP LTD | 0.006388 | | | Woori Bank | 0.006343 | | | SANTOS FINANCE LTD REGD 144A P/P 3.64900000 | 0.006042 | | | BGC GROUP INC | 0.005970 | ✓ | | OAK STREET INVESTMENT GRADE NET LEASE FUND SERIES OAKIG 2020-1A A1 | 0.005939 | | | Symphony CLO XXII Ltd | 0.005870 | | | BLACKSTONE SEC | 0.005869 | | | Whitebox CLO III Ltd., Series 2021-3A, Class A1R | 0.005864 | | | CIFC Funding 2022-IV Ltd | 0.005859 | | | PIEDMONT OPERAT | 0.005726 | | | ANGINC 5.25 06/03/30 144A | 0.005456 | ✓ | | HUMANA INC | 0.005339 | | | SMB PRIVATE EDUCATION LOAN TRUST 2023-D SER 2023-D CL A1B V/R REGD 144A P/P 5.63385000 | 0.005200 | | | Laurel Road Prime Student Loan Trust 2019-A | 0.005200 | | | SYNOVUS BANK GA | 0.005168 | | | MORGAN STANLEY | 0.004954 | ✓ | | NWSA 3.875 05/15/29 144A | 0.004947 | | | HIGHWOODS REALTY | 0.004946 | | | Cox Enterprises, Inc. 1.80 10/01/2030 | 0.004934 | | | Fortitude Global Funding 4.63 10/06/2028 | 0.004865 | ✓ | | JH North America Holdings Inc. | 0.004858 | | | CELANESE US HLDS | 0.004843 | | | ELLINGTON FINANCIAL MORTGAGE T EFMT 2024 INV2 A2 144A | 0.004832 | | | Ellington Financial Mortgage Trust | 0.004828 | | | ORACLE CORP | 0.004827 | | | Citadel Finance LLC | 0.004823 | | | TRTN 2.05 04/15/26 144A | 0.004808 | | ## 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 `0001410368-26-053584` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-056138` (as of 2026-03-31) --- _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 _