{
  "page": "compare",
  "query": {
    "a": "FORIX",
    "b": "FTOTX"
  },
  "retrieved_at": "2026-07-07T17:53:52+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": "Franklin Oregon Tax-Free Income Fund",
    "ticker": "FORIX",
    "slug": "FORIX",
    "series_id": "S000006926",
    "html_url": "https://fundwatcher.app/funds/FORIX/"
  },
  "fund_b": {
    "name": "Nomura Tax-Free Oregon Fund",
    "ticker": "FTOTX",
    "slug": "FTOTX",
    "series_id": "S000065936",
    "html_url": "https://fundwatcher.app/funds/FTOTX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07641931475871125761259638289",
    "coverage_b_by_a": "0.07641931475871125761259638290",
    "shared_count": 9,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "OREGON ST FACS AUTH REVENUE",
        "value": "38281262.93",
        "weight": "0.04741432",
        "shared": true
      },
      {
        "name": "OR ST FACS 5% 6/1/2046",
        "value": "25986859.66",
        "weight": "0.03218674",
        "shared": false
      },
      {
        "name": "Multnomah-Clackamas Counties Centennial School District No. 28JT, Series 2020",
        "value": "25394317.16",
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        "shared": false
      },
      {
        "name": "State of Oregon, Series 2019 A",
        "value": "24791430.76",
        "weight": "0.03070611",
        "shared": false
      },
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
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        "weight": "0.03053311",
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      },
      {
        "name": "State of Oregon Housing & Community Services Department, Series 2022 II-1",
        "value": "21167966.00",
        "weight": "0.02621817",
        "shared": false
      },
      {
        "name": "Washington & Multnomah Counties School District No. 48J Beaverton, Series 2022 B",
        "value": "20130125.12",
        "weight": "0.02493272",
        "shared": false
      },
      {
        "name": "Multnomah County School District No. 1J Portland, Series 2026",
        "value": "20016900.00",
        "weight": "0.02479249",
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      },
      {
        "name": "PORTLAND OR SWR SYS REVENUE",
        "value": "18087798.31",
        "weight": "0.02240314",
        "shared": true
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000",
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      },
      {
        "name": "SALEM OR HOSP FAC AUTH REVENUE REGD B/E 5.00000000",
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      },
      {
        "name": "WASHINGTON SD #48J-D",
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      },
      {
        "name": "Port of Portland, Series 29",
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      },
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      },
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        "value": "13891957.10",
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      },
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
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      {
        "name": "Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 2025",
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      {
        "name": "SAMARITAN HEALTH SERVICES INC OBLIGATED GROUP 5.0% 10-01-40",
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      },
      {
        "name": "Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 2025",
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        "name": "Port of Portland, Series 29-A",
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      {
        "name": "Oregon State Facilities Authority, Series 2025 A",
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      {
        "name": "Multnomah County School District No. 1J Portland, Series 2023",
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      {
        "name": "Public Finance Authority, Series 2025 A-2",
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      {
        "name": "UNIV OF OREGON OR GEN REVENUE",
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      {
        "name": "OREGON ST HLTH & SCIE",
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      {
        "name": "MEDFORD OR HOSP FACS AUTH REVENUE",
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      {
        "name": "Metro, Series 2017",
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      {
        "name": "County of Yamhill, Series 2020 A",
        "value": "9061464.55",
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      {
        "name": "OR MFDMED 5 08/15/2045",
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      {
        "name": "Clackamas County School District No. 46 Oregon Trail",
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      {
        "name": "Clackamas County School District No. 46 Oregon Trail",
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      {
        "name": "Public Finance Authority, Series 2024 A-2",
        "value": "7829539.78",
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      {
        "name": "Oregon State Facilities Authority, Series 2016 A",
        "value": "7822091.94",
        "weight": "0.00968827",
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      {
        "name": "Port of Portland, Series 24 B",
        "value": "7727662.33",
        "weight": "0.00957131",
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      {
        "name": "Salem-Keizer School District No. 24J, Series 2009 B",
        "value": "7605923.25",
        "weight": "0.00942053",
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      },
      {
        "name": "Capital Trust Authority, Series 2024",
        "value": "7195503.84",
        "weight": "0.00891219",
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      },
      {
        "name": "County of Yamhill, Series 2020 A",
        "value": "7110618.74",
        "weight": "0.00880705",
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      {
        "name": "Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2015A",
        "value": "6579497.30",
        "weight": "0.00814922",
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      {
        "name": "Astoria, OR Hospital Fac. Auth. Rev. (Columbia Memorial Hospital)",
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      {
        "name": "Port of Portland, Series 25 B",
        "value": "6372945.18",
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      {
        "name": "Salem-Keizer School District No. 24J, Series 2020 C",
        "value": "6200286.60",
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      },
      {
        "name": "THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND",
        "value": "6092020.20",
        "weight": "0.00754544",
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      },
      {
        "name": "COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-49",
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      },
      {
        "name": "MEDFORD OR HOSP FACS AUTH REVE REGD B/E AG 4.00000000",
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        "weight": "0.00664714",
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      },
      {
        "name": "Port of Portland, Series 27 A",
        "value": "5366592.00",
        "weight": "0.00664694",
        "shared": false
      },
      {
        "name": "Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A",
        "value": "5269921.52",
        "weight": "0.00652721",
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      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J Tigard-Tualatin, Series 2017",
        "value": "5190509.52",
        "weight": "0.00642885",
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      },
      {
        "name": "WASHINGTON SD #48J-D",
        "value": "5155099.00",
        "weight": "0.00638499",
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      {
        "name": "Metropolitan Transportation Authority, Series 2021, RB",
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      },
      {
        "name": "Port of Portland, Series 25 B",
        "value": "4966893.31",
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    ],
    "b_top": [
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 4.75000000",
        "value": "1655294.00",
        "weight": "0.03553075",
        "shared": false
      },
      {
        "name": "EUGENE OR ELEC UTILITY REVENUE",
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        "weight": "0.03344599",
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      {
        "name": "Oregon State Facilities Authority, Series 2025, RB",
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      {
        "name": "Oregon State Facilities Authority",
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        "weight": "0.02767054",
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      {
        "name": "OR HLTH SCI UNV 3% 7/1/2051",
        "value": "1264020.45",
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      {
        "name": "NEWPORT OR",
        "value": "1107204.00",
        "weight": "0.02376604",
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      {
        "name": "STATE OF OREGON 5.25% 05-01-44",
        "value": "1102430.00",
        "weight": "0.02366357",
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      {
        "name": "OR ST ADMIN LOT 5.25% 4/1/2045",
        "value": "1092440.00",
        "weight": "0.02344914",
        "shared": false
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      {
        "name": "City of Bend OR",
        "value": "1089550.00",
        "weight": "0.02338710",
        "shared": false
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      {
        "name": "Clackamas County School District No 35 Molalla River",
        "value": "1049560.00",
        "weight": "0.02252872",
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      },
      {
        "name": "Port of Portland, Series 29",
        "value": "1037260.00",
        "weight": "0.02226470",
        "shared": true
      },
      {
        "name": "Linn County Community School District No 9 Lebanon/OR",
        "value": "1034540.00",
        "weight": "0.02220632",
        "shared": false
      },
      {
        "name": "COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-49",
        "value": "1034334.00",
        "weight": "0.02220189",
        "shared": true
      },
      {
        "name": "Washington & Multnomah Counties School District No 48J Beaverton, Series 2025, GO Bonds",
        "value": "1027990.00",
        "weight": "0.02206572",
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      {
        "name": "Albany Hospital Facility Authority, Series 2026A",
        "value": "995820.00",
        "weight": "0.02137520",
        "shared": false
      },
      {
        "name": "State of Oregon Housing & Community Services Department",
        "value": "988650.00",
        "weight": "0.02122129",
        "shared": false
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      {
        "name": "SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.00000000",
        "value": "907257.60",
        "weight": "0.01947421",
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      },
      {
        "name": "Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 2018",
        "value": "905930.29",
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      {
        "name": "Clackamas & Washington Counties School District No 3",
        "value": "861450.00",
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      {
        "name": "MULTNOMAH OR 40 0% 6/15/2051",
        "value": "820230.00",
        "weight": "0.01760617",
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      {
        "name": "University of Oregon",
        "value": "800180.00",
        "weight": "0.01717580",
        "shared": false
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      {
        "name": "State of Oregon Department of Transportation 5.25% 11/15/2047",
        "value": "792277.50",
        "weight": "0.01700617",
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      {
        "name": "REDMOND OR REGD B/E AMT 5.50000000",
        "value": "780090.00",
        "weight": "0.01674457",
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      },
      {
        "name": "PORTLAND OR SWR SYS REVENUE",
        "value": "770632.50",
        "weight": "0.01654156",
        "shared": true
      },
      {
        "name": "SALEM OR OHC 4% 5/15/2047",
        "value": "731201.80",
        "weight": "0.01569519",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000",
        "value": "717952.32",
        "weight": "0.01541079",
        "shared": false
      },
      {
        "name": "MEDFORD OR HOSP FACS AUTH REVENUE",
        "value": "711510.00",
        "weight": "0.01527250",
        "shared": false
      },
      {
        "name": "Yamhill (County of), OR Hospital Authority (Friendsview), Series 2021 A, Ref. RB",
        "value": "703298.40",
        "weight": "0.01509624",
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      },
      {
        "name": "Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022",
        "value": "629124.56",
        "weight": "0.01350411",
        "shared": false
      },
      {
        "name": "THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND",
        "value": "572654.25",
        "weight": "0.01229198",
        "shared": false
      },
      {
        "name": "Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022",
        "value": "567945.00",
        "weight": "0.01219089",
        "shared": false
      },
      {
        "name": "Puerto Rico Industrial Tourist Educational Medical & Environmental Control Facilities Financing Authority, Series 2023 A-3",
        "value": "562420.00",
        "weight": "0.01207230",
        "shared": false
      },
      {
        "name": "Union County Hospital Facility Authority",
        "value": "541762.40",
        "weight": "0.01162889",
        "shared": false
      },
      {
        "name": "OR ST DEPT-A",
        "value": "534395.00",
        "weight": "0.01147075",
        "shared": false
      },
      {
        "name": "University of Oregon, Series 2026A",
        "value": "534240.00",
        "weight": "0.01146742",
        "shared": false
      },
      {
        "name": "State of Oregon, Series 2025 A",
        "value": "530090.00",
        "weight": "0.01137834",
        "shared": true
      },
      {
        "name": "PORTLAND -REV",
        "value": "521485.00",
        "weight": "0.01119363",
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      {
        "name": "Washington & Multnomah Counties School District No. 48J Beaverton, Series 2025B",
        "value": "518745.00",
        "weight": "0.01113482",
        "shared": false
      },
      {
        "name": "City of Cannon Beach OR",
        "value": "518285.00",
        "weight": "0.01112495",
        "shared": false
      },
      {
        "name": "City of Bend OR",
        "value": "515900.00",
        "weight": "0.01107375",
        "shared": false
      },
      {
        "name": "PORT OF PORTLAND OR ARPT REVENUE",
        "value": "510465.00",
        "weight": "0.01095709",
        "shared": false
      },
      {
        "name": "Central Lincoln People's Utility District",
        "value": "510395.00",
        "weight": "0.01095559",
        "shared": false
      },
      {
        "name": "State of Oregon",
        "value": "508275.00",
        "weight": "0.01091008",
        "shared": false
      },
      {
        "name": "Oregon State Facilities Authority",
        "value": "492955.00",
        "weight": "0.01058124",
        "shared": false
      },
      {
        "name": "OR ST FACS 5% 10/1/2046",
        "value": "489580.00",
        "weight": "0.01050879",
        "shared": true
      },
      {
        "name": "Clackamas (County of), OR Hospital Facility Authority (Rose Villa), Series 2020 A, Ref. RB",
        "value": "488265.00",
        "weight": "0.01048057",
        "shared": false
      },
      {
        "name": "PORT OF PORTLAND OR ARPT REVENUE",
        "value": "487634.10",
        "weight": "0.01046703",
        "shared": false
      },
      {
        "name": "Astoria, OR Hospital Fac. Auth. Rev. (Columbia Memorial Hospital)",
        "value": "484435.00",
        "weight": "0.01039836",
        "shared": true
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000",
        "value": "477515.40",
        "weight": "0.01024983",
        "shared": false
      },
      {
        "name": "Multnomah County School District No 1J Portland",
        "value": "475235.00",
        "weight": "0.01020088",
        "shared": false
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-008634",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/757010/000207169126008634/0002071691-26-008634-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-021589",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/357059/000094040026021589/0000940400-26-021589-index.htm"
    }
  ]
}