{
  "page": "compare",
  "query": {
    "a": "CMBFX",
    "b": "ORTCX"
  },
  "retrieved_at": "2026-07-07T18:05:09+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": "Columbia Oregon Intermediate Municipal Bond Fund",
    "ticker": "CMBFX",
    "slug": "CMBFX",
    "series_id": "S000012071",
    "html_url": "https://fundwatcher.app/funds/CMBFX/"
  },
  "fund_b": {
    "name": "NYLI MacKay Oregon Muni Fund",
    "ticker": "ORTCX",
    "slug": "ORTCX",
    "series_id": "S000085227",
    "html_url": "https://fundwatcher.app/funds/ORTCX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.03962096521835843858747578218",
    "coverage_b_by_a": "0.03962096521835843858747578218",
    "shared_count": 9,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Oregon Health & Science University",
        "value": "7566599.25",
        "weight": "0.02559993",
        "shared": false
      },
      {
        "name": "PORTLAND ORE WTR SYS REV",
        "value": "7385326.48",
        "weight": "0.02498664",
        "shared": false
      },
      {
        "name": "Tri-County Metropolitan Transportation District of Oregon, Series 2018, RB",
        "value": "7106946.56",
        "weight": "0.02404480",
        "shared": false
      },
      {
        "name": "OREGON HEALTH SCIENCES UNIV",
        "value": "5611412.41",
        "weight": "0.01898499",
        "shared": false
      },
      {
        "name": "PORTLAND OR SWR SYS REVENUE",
        "value": "5494900.00",
        "weight": "0.01859079",
        "shared": false
      },
      {
        "name": "OREGON ST DEPT OF TRANSPRTN HIGHWAY USER TAX REVENUE",
        "value": "5272085.32",
        "weight": "0.01783695",
        "shared": false
      },
      {
        "name": "State of Oregon Housing & Community Services Department, Series 2024R",
        "value": "5114007.50",
        "weight": "0.01730213",
        "shared": false
      },
      {
        "name": "Puerto Rico Public Finance Corporation, Commonwealth Appropriation Bonds, Series 2002E",
        "value": "5084641.00",
        "weight": "0.01720277",
        "shared": false
      },
      {
        "name": "PORT OF PORTLAND OR ARPT",
        "value": "5016131.50",
        "weight": "0.01697098",
        "shared": false
      },
      {
        "name": "WASHINGTON CLACKAMAS & YAMHILL CNTYS ORE SCH DIST NO 88J",
        "value": "4663849.50",
        "weight": "0.01577911",
        "shared": false
      },
      {
        "name": "PORT OF PORTLAND OR ARPT REVENUE",
        "value": "4380736.80",
        "weight": "0.01482127",
        "shared": false
      },
      {
        "name": "CLACKAMAS SD #12 -B",
        "value": "3619267.05",
        "weight": "0.01224500",
        "shared": false
      },
      {
        "name": "Emerald Peoples Utility District, Oregon, Electric System Revenue Bonds, Series 2025",
        "value": "3586833.17",
        "weight": "0.01213527",
        "shared": false
      },
      {
        "name": "MT HOOD ORE CMNTY COLLEGE DIST",
        "value": "3533817.60",
        "weight": "0.01195590",
        "shared": false
      },
      {
        "name": "METRO ORE",
        "value": "3499856.70",
        "weight": "0.01184100",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 27 A",
        "value": "3285410.70",
        "weight": "0.01111547",
        "shared": false
      },
      {
        "name": "JACKSON CNTY ORE SCH DIST NO 5 ASHLAND",
        "value": "3211696.80",
        "weight": "0.01086607",
        "shared": false
      },
      {
        "name": "OREGON ST FACS AUTH REV",
        "value": "3203879.72",
        "weight": "0.01083963",
        "shared": false
      },
      {
        "name": "OREGON (STATE OF)",
        "value": "3188291.40",
        "weight": "0.01078689",
        "shared": false
      },
      {
        "name": "Multnomah & Clackamas Counties School District No. 10JT Gresham-Barlow, Series 2017 B, GO Bonds",
        "value": "3110058.60",
        "weight": "0.01052220",
        "shared": false
      },
      {
        "name": "MEDFORD OR HOSP FACS AUTH REVENUE",
        "value": "3092959.91",
        "weight": "0.01046435",
        "shared": false
      },
      {
        "name": "LANE CNTY OR SCH DIST #19 SPRINGFIELD",
        "value": "3017301.03",
        "weight": "0.01020838",
        "shared": false
      },
      {
        "name": "MULTNOMAH CLACKAMAS CNTYS OR SCH DIST #10JT GRESHAM-BARLOW",
        "value": "2976843.20",
        "weight": "0.01007150",
        "shared": false
      },
      {
        "name": "TUALATIN VALLEY ORE WTR DIST",
        "value": "2843370.24",
        "weight": "0.00961992",
        "shared": false
      },
      {
        "name": "SALEM ORE",
        "value": "2791836.25",
        "weight": "0.00944557",
        "shared": false
      },
      {
        "name": "BENTON & LINN CNTYS OR SCH DIST #509J CORVALLIS",
        "value": "2634061.50",
        "weight": "0.00891177",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "2580780.06",
        "weight": "0.00873151",
        "shared": false
      },
      {
        "name": "WASH M and Y ORE 1J 5% 6/15/2035",
        "value": "2577322.75",
        "weight": "0.00871981",
        "shared": false
      },
      {
        "name": "GREATER ALBANY SCH DIST NO 8JORE",
        "value": "2559076.29",
        "weight": "0.00865808",
        "shared": false
      },
      {
        "name": "OREGON ST DEPT OF ADMIN SVCS LOTTERY REVENUE",
        "value": "2547616.73",
        "weight": "0.00861930",
        "shared": false
      },
      {
        "name": "WASHINGTON MULTNOMAH & YAMHILLCNTYS ORE SCH DIST NO 1J HILLSBORO",
        "value": "2536423.50",
        "weight": "0.00858143",
        "shared": false
      },
      {
        "name": "WASHINGTON & CLACKAMAS CNTYS ORE SCH DIST NO 23 J TIGARD",
        "value": "2516422.03",
        "weight": "0.00851376",
        "shared": false
      },
      {
        "name": "SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.00000000",
        "value": "2486692.25",
        "weight": "0.00841318",
        "shared": true
      },
      {
        "name": "SALEM OR HOSP FAC AUTH REVENUE",
        "value": "2425471.52",
        "weight": "0.00820605",
        "shared": false
      },
      {
        "name": "BEAVERTON ORE",
        "value": "2339642.75",
        "weight": "0.00791567",
        "shared": false
      },
      {
        "name": "OREGON (STATE OF)",
        "value": "2309055.65",
        "weight": "0.00781218",
        "shared": false
      },
      {
        "name": "PORTLAND OR SWR SYS REVENUE REGD B/E 5.00000000",
        "value": "2289023.40",
        "weight": "0.00774441",
        "shared": false
      },
      {
        "name": "OREGON ST DEPT ADMINISTRATIVE SVCS",
        "value": "2239534.00",
        "weight": "0.00757697",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "2235698.60",
        "weight": "0.00756400",
        "shared": false
      },
      {
        "name": "OREGON ST DEPT OF ADMIN SVCS LOTTERY REVENUE",
        "value": "2234163.20",
        "weight": "0.00755880",
        "shared": false
      },
      {
        "name": "WASHINGTON CLACKAMAS & YAMHILL CNTYS ORE SCH DIST NO 88J",
        "value": "2224064.50",
        "weight": "0.00752464",
        "shared": false
      },
      {
        "name": "OREGON ST DEPT OF TRANSPRTN HIGHWAY USER TAX REVENUE",
        "value": "2222558.80",
        "weight": "0.00751954",
        "shared": false
      },
      {
        "name": "PORTLAND ORE",
        "value": "2219028.00",
        "weight": "0.00750760",
        "shared": false
      },
      {
        "name": "OREGON ST DEPT OF TRANSPRTN HIGHWAY USER TAX REVENUE",
        "value": "2207557.60",
        "weight": "0.00746879",
        "shared": false
      },
      {
        "name": "State of Oregon Department of Transportation, Series 2019A",
        "value": "2151961.40",
        "weight": "0.00728069",
        "shared": false
      },
      {
        "name": "PORTLAND ORE CMNTY COLL DIST",
        "value": "2117008.53",
        "weight": "0.00716244",
        "shared": false
      },
      {
        "name": "LANE CNTY ORE CMNTY COLLEGE",
        "value": "2054530.60",
        "weight": "0.00695106",
        "shared": false
      },
      {
        "name": "State of Oregon, Series B",
        "value": "2043405.60",
        "weight": "0.00691342",
        "shared": false
      },
      {
        "name": "SALEM ORE",
        "value": "2036902.80",
        "weight": "0.00689142",
        "shared": false
      },
      {
        "name": "BEND ORE",
        "value": "1979282.65",
        "weight": "0.00669647",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
        "value": "9646391.32",
        "weight": "0.03513148",
        "shared": true
      },
      {
        "name": "OR ST BUS DEV C 3.8% MT",
        "value": "6097774.20",
        "weight": "0.02220766",
        "shared": false
      },
      {
        "name": "Jackson County School District No. 5 Ashland",
        "value": "5996124.99",
        "weight": "0.02183746",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 30-A",
        "value": "5361691.00",
        "weight": "0.01952690",
        "shared": false
      },
      {
        "name": "DREY-GVT CSH-I",
        "value": "4865501.72",
        "weight": "0.01771981",
        "shared": false
      },
      {
        "name": "State of Oregon Housing & Community Services Department, Series A",
        "value": "4715354.46",
        "weight": "0.01717299",
        "shared": false
      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J",
        "value": "4711074.81",
        "weight": "0.01715740",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 27-A",
        "value": "4598902.74",
        "weight": "0.01674888",
        "shared": false
      },
      {
        "name": "State of Oregon Housing & Community Services Department, Series A",
        "value": "4525764.91",
        "weight": "0.01648252",
        "shared": false
      },
      {
        "name": "Tri-County Metropolitan Transportation District of Oregon, Series A",
        "value": "4037846.34",
        "weight": "0.01470555",
        "shared": false
      },
      {
        "name": "UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-39",
        "value": "3809622.93",
        "weight": "0.01387438",
        "shared": false
      },
      {
        "name": "Metro",
        "value": "3630075.93",
        "weight": "0.01322048",
        "shared": false
      },
      {
        "name": "Warm Springs Reservation Confederated Tribe, Series B",
        "value": "3581231.79",
        "weight": "0.01304259",
        "shared": false
      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J",
        "value": "3228165.92",
        "weight": "0.01175675",
        "shared": false
      },
      {
        "name": "PORTLAND -REV",
        "value": "3166293.00",
        "weight": "0.01153142",
        "shared": false
      },
      {
        "name": "Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A",
        "value": "3142892.70",
        "weight": "0.01144619",
        "shared": false
      },
      {
        "name": "State of Oregon, Series A",
        "value": "3109289.40",
        "weight": "0.01132381",
        "shared": false
      },
      {
        "name": "OT FEDMFH 08/25/2041",
        "value": "3059503.03",
        "weight": "0.01114249",
        "shared": false
      },
      {
        "name": "SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.00000000",
        "value": "2989112.70",
        "weight": "0.01088614",
        "shared": true
      },
      {
        "name": "Multnomah County School District No. 1 Portland, Series B",
        "value": "2983090.28",
        "weight": "0.01086420",
        "shared": false
      },
      {
        "name": "City of Bend",
        "value": "2954397.10",
        "weight": "0.01075971",
        "shared": false
      },
      {
        "name": "OR FACS AUTH-B-REF",
        "value": "2900000.00",
        "weight": "0.01056160",
        "shared": false
      },
      {
        "name": "Washington Clackamas & Yamhill Counties School District No. 88J, Series B",
        "value": "2889663.36",
        "weight": "0.01052395",
        "shared": false
      },
      {
        "name": "TX TMGUTL 01/01/2054",
        "value": "2830187.02",
        "weight": "0.01030734",
        "shared": false
      },
      {
        "name": "California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB",
        "value": "2820769.98",
        "weight": "0.01027305",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A-2-",
        "value": "2807491.36",
        "weight": "0.01022469",
        "shared": false
      },
      {
        "name": "Nehalem Bay Health District, Series A",
        "value": "2804393.40",
        "weight": "0.01021340",
        "shared": false
      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J",
        "value": "2765168.75",
        "weight": "0.01007055",
        "shared": false
      },
      {
        "name": "Main Street Energy, Inc., Series D",
        "value": "2700008.00",
        "weight": "0.00983324",
        "shared": false
      },
      {
        "name": "Clackamas County School District No. 12, Series A",
        "value": "2690722.03",
        "weight": "0.00979942",
        "shared": false
      },
      {
        "name": "State of Oregon, Series A",
        "value": "2618818.64",
        "weight": "0.00953755",
        "shared": false
      },
      {
        "name": "NH NFADEV 11/20/2042",
        "value": "2596503.30",
        "weight": "0.00945628",
        "shared": false
      },
      {
        "name": "Multnomah & Clackamas Counties School District No. 10JT Gresham-Barlow, Series A",
        "value": "2594641.75",
        "weight": "0.00944950",
        "shared": false
      },
      {
        "name": "Metro, Series A",
        "value": "2533634.94",
        "weight": "0.00922732",
        "shared": false
      },
      {
        "name": "OR ST ADMIN LOT 5.25% 4/1/2042",
        "value": "2457372.39",
        "weight": "0.00894958",
        "shared": false
      },
      {
        "name": "OR ST FACS 5% 6/1/2030",
        "value": "2447943.66",
        "weight": "0.00891524",
        "shared": false
      },
      {
        "name": "State of Oregon, Series A",
        "value": "2351140.69",
        "weight": "0.00856269",
        "shared": false
      },
      {
        "name": "City of Portland, Series A",
        "value": "2343937.60",
        "weight": "0.00853646",
        "shared": false
      },
      {
        "name": "Metro",
        "value": "2333546.16",
        "weight": "0.00849861",
        "shared": false
      },
      {
        "name": "Umatilla Hospital District No. 1",
        "value": "2310081.08",
        "weight": "0.00841315",
        "shared": false
      },
      {
        "name": "WASHINGTON ORE 0% 6/15/2040",
        "value": "2176324.40",
        "weight": "0.00792602",
        "shared": false
      },
      {
        "name": "Black Belt Energy Gas District, Series F",
        "value": "2160414.80",
        "weight": "0.00786808",
        "shared": false
      },
      {
        "name": "SAMARITAN HEALTH SERVICES INC OBLIGATED GROUP 5.0% 10-01-40",
        "value": "2152850.69",
        "weight": "0.00784053",
        "shared": false
      },
      {
        "name": "Benton & Linn Counties Consolidated School District No. 509J & 509A Corvallis, Series A",
        "value": "2125428.00",
        "weight": "0.00774066",
        "shared": false
      },
      {
        "name": "TRI-COUNTY OR MET TRANS DIST 18A 5.0% 10-01-30",
        "value": "2100001.60",
        "weight": "0.00764806",
        "shared": false
      },
      {
        "name": "Pacific Communities Health District",
        "value": "2077294.73",
        "weight": "0.00756536",
        "shared": false
      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J Tigard-Tualatin",
        "value": "2075162.20",
        "weight": "0.00755759",
        "shared": false
      },
      {
        "name": "REDMOND SCH DT#2J",
        "value": "2068474.10",
        "weight": "0.00753324",
        "shared": false
      },
      {
        "name": "Washington Multnomah & Yamhill Counties School District 1J Hillsboro, Oregon, General Obligation Bonds, Series 2017",
        "value": "2065275.80",
        "weight": "0.00752159",
        "shared": false
      },
      {
        "name": "CLACKAMAS SD #12 -B",
        "value": "2057086.80",
        "weight": "0.00749177",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-033333",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/773757/000141036826033333/0001410368-26-033333-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-006933",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1469192/000207169126006933/0002071691-26-006933-index.htm"
    }
  ]
}