{
  "page": "compare",
  "query": {
    "a": "FORIX",
    "b": "SHORX"
  },
  "retrieved_at": "2026-07-07T15:36:30+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": "Western Asset Oregon Municipals Fund",
    "ticker": "SHORX",
    "slug": "SHORX",
    "series_id": "S000016636",
    "html_url": "https://fundwatcher.app/funds/SHORX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07376408380970378888234033616",
    "coverage_b_by_a": "0.07376408380970378888234033615",
    "shared_count": 12,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "OREGON ST FACS AUTH REVENUE",
        "value": "38281262.93",
        "weight": "0.04741432",
        "shared": false
      },
      {
        "name": "OR ST FACS 5% 6/1/2046",
        "value": "25986859.66",
        "weight": "0.03218674",
        "shared": true
      },
      {
        "name": "Multnomah-Clackamas Counties Centennial School District No. 28JT, Series 2020",
        "value": "25394317.16",
        "weight": "0.03145283",
        "shared": false
      },
      {
        "name": "State of Oregon, Series 2019 A",
        "value": "24791430.76",
        "weight": "0.03070611",
        "shared": false
      },
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
        "value": "24651753.90",
        "weight": "0.03053311",
        "shared": false
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "PORTLAND OR SWR SYS REVENUE",
        "value": "18087798.31",
        "weight": "0.02240314",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000",
        "value": "17593898.36",
        "weight": "0.02179141",
        "shared": true
      },
      {
        "name": "SALEM OR HOSP FAC AUTH REVENUE REGD B/E 5.00000000",
        "value": "17130638.68",
        "weight": "0.02121763",
        "shared": false
      },
      {
        "name": "WASHINGTON SD #48J-D",
        "value": "15543986.15",
        "weight": "0.01925243",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 29",
        "value": "14246497.35",
        "weight": "0.01764539",
        "shared": false
      },
      {
        "name": "Clackamas County School District No. 12 North Clackamas, Series 2017 A",
        "value": "14061835.43",
        "weight": "0.01741668",
        "shared": false
      },
      {
        "name": "Deschutes County Hospital Facility Authority, Oregon, Hospital Revenue Bonds, Saint Charles Health System, Inc., Series 2016A",
        "value": "13891957.10",
        "weight": "0.01720627",
        "shared": false
      },
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
        "value": "12714169.41",
        "weight": "0.01574749",
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      },
      {
        "name": "Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 2025",
        "value": "11919518.03",
        "weight": "0.01476325",
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      },
      {
        "name": "SAMARITAN HEALTH SERVICES INC OBLIGATED GROUP 5.0% 10-01-40",
        "value": "11436333.93",
        "weight": "0.01416479",
        "shared": false
      },
      {
        "name": "Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 2025",
        "value": "10997132.39",
        "weight": "0.01362080",
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      },
      {
        "name": "Port of Portland, Series 29-A",
        "value": "10988390.67",
        "weight": "0.01360998",
        "shared": false
      },
      {
        "name": "Oregon State Facilities Authority, Series 2025 A",
        "value": "10406271.00",
        "weight": "0.01288897",
        "shared": false
      },
      {
        "name": "Multnomah County School District No. 1J Portland, Series 2023",
        "value": "10350590.00",
        "weight": "0.01282001",
        "shared": false
      },
      {
        "name": "Public Finance Authority, Series 2025 A-2",
        "value": "10319571.61",
        "weight": "0.01278159",
        "shared": false
      },
      {
        "name": "UNIV OF OREGON OR GEN REVENUE",
        "value": "10195353.00",
        "weight": "0.01262774",
        "shared": false
      },
      {
        "name": "OREGON ST HLTH & SCIE",
        "value": "10157435.00",
        "weight": "0.01258077",
        "shared": false
      },
      {
        "name": "MEDFORD OR HOSP FACS AUTH REVENUE",
        "value": "9886810.11",
        "weight": "0.01224558",
        "shared": false
      },
      {
        "name": "Metro, Series 2017",
        "value": "9333262.00",
        "weight": "0.01155997",
        "shared": true
      },
      {
        "name": "County of Yamhill, Series 2020 A",
        "value": "9061464.55",
        "weight": "0.01122333",
        "shared": false
      },
      {
        "name": "OR MFDMED 5 08/15/2045",
        "value": "8559423.90",
        "weight": "0.01060151",
        "shared": true
      },
      {
        "name": "Clackamas County School District No. 46 Oregon Trail",
        "value": "8246214.17",
        "weight": "0.01021358",
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      {
        "name": "Clackamas County School District No. 46 Oregon Trail",
        "value": "8085630.70",
        "weight": "0.01001468",
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      {
        "name": "Public Finance Authority, Series 2024 A-2",
        "value": "7829539.78",
        "weight": "0.00969749",
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      },
      {
        "name": "Oregon State Facilities Authority, Series 2016 A",
        "value": "7822091.94",
        "weight": "0.00968827",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 24 B",
        "value": "7727662.33",
        "weight": "0.00957131",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No. 24J, Series 2009 B",
        "value": "7605923.25",
        "weight": "0.00942053",
        "shared": false
      },
      {
        "name": "Capital Trust Authority, Series 2024",
        "value": "7195503.84",
        "weight": "0.00891219",
        "shared": false
      },
      {
        "name": "County of Yamhill, Series 2020 A",
        "value": "7110618.74",
        "weight": "0.00880705",
        "shared": false
      },
      {
        "name": "Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2015A",
        "value": "6579497.30",
        "weight": "0.00814922",
        "shared": false
      },
      {
        "name": "Astoria, OR Hospital Fac. Auth. Rev. (Columbia Memorial Hospital)",
        "value": "6543668.95",
        "weight": "0.00810484",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 25 B",
        "value": "6372945.18",
        "weight": "0.00789339",
        "shared": true
      },
      {
        "name": "Salem-Keizer School District No. 24J, Series 2020 C",
        "value": "6200286.60",
        "weight": "0.00767954",
        "shared": false
      },
      {
        "name": "THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND",
        "value": "6092020.20",
        "weight": "0.00754544",
        "shared": false
      },
      {
        "name": "COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-49",
        "value": "5567613.15",
        "weight": "0.00689592",
        "shared": false
      },
      {
        "name": "MEDFORD OR HOSP FACS AUTH REVE REGD B/E AG 4.00000000",
        "value": "5366756.06",
        "weight": "0.00664714",
        "shared": false
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J Tigard-Tualatin, Series 2017",
        "value": "5190509.52",
        "weight": "0.00642885",
        "shared": false
      },
      {
        "name": "WASHINGTON SD #48J-D",
        "value": "5155099.00",
        "weight": "0.00638499",
        "shared": false
      },
      {
        "name": "Metropolitan Transportation Authority, Series 2021, RB",
        "value": "4985449.15",
        "weight": "0.00617487",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 25 B",
        "value": "4966893.31",
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    ],
    "b_top": [
      {
        "name": "Metro, Series 2017",
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        "shared": true
      },
      {
        "name": "State of Oregon",
        "value": "2466687.25",
        "weight": "0.06293012",
        "shared": false
      },
      {
        "name": "City of Eugene OR Electric Utility System Revenue",
        "value": "2232761.24",
        "weight": "0.05696220",
        "shared": false
      },
      {
        "name": "Washington & Clackamas Counties School District No. 23J Tigar, Series 2019, GO Bonds",
        "value": "2107987.40",
        "weight": "0.05377897",
        "shared": false
      },
      {
        "name": "Salem Hospital Facility Authority",
        "value": "2089677.60",
        "weight": "0.05331185",
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      },
      {
        "name": "OR FACS AUTH-B-REF",
        "value": "2000000.00",
        "weight": "0.05102400",
        "shared": false
      },
      {
        "name": "CLACKAMAS SD #12",
        "value": "1803372.38",
        "weight": "0.04600764",
        "shared": false
      },
      {
        "name": "Lane County School District No 19 Springfield",
        "value": "1794823.40",
        "weight": "0.04578953",
        "shared": false
      },
      {
        "name": "PORT OF PORTLAND OR ARPT REVENUE",
        "value": "1788079.20",
        "weight": "0.04561748",
        "shared": false
      },
      {
        "name": "Polk Marion & Benton Counties School District No 13J Central",
        "value": "1552966.80",
        "weight": "0.03961929",
        "shared": false
      },
      {
        "name": "Port of Morrow OR",
        "value": "1320389.54",
        "weight": "0.03368578",
        "shared": false
      },
      {
        "name": "Oregon State University, Series 2024 A",
        "value": "1300988.39",
        "weight": "0.03319082",
        "shared": true
      },
      {
        "name": "Clackamas County School District No. 35 Molalla River, Series 2024",
        "value": "1229363.07",
        "weight": "0.03136351",
        "shared": true
      },
      {
        "name": "OREGON ST UNIV GEN REVENUE",
        "value": "1083573.10",
        "weight": "0.02764412",
        "shared": false
      },
      {
        "name": "Eugene, Oregon, Water Utility System Revenue Bonds, Series 2023",
        "value": "1031649.80",
        "weight": "0.02631945",
        "shared": false
      },
      {
        "name": "Oregon City School District No 62",
        "value": "1027946.50",
        "weight": "0.02622497",
        "shared": false
      },
      {
        "name": "WASH M and Y ORE 1J 5% 6/15/2038",
        "value": "1017505.50",
        "weight": "0.02595860",
        "shared": false
      },
      {
        "name": "OR ST BUS DEV C 3.8% MT",
        "value": "1012490.10",
        "weight": "0.02583065",
        "shared": false
      },
      {
        "name": "Port of Portland, Series 25 B",
        "value": "1008592.40",
        "weight": "0.02573121",
        "shared": true
      },
      {
        "name": "Oregon State Facilities Authority, Series 2015 C",
        "value": "900222.48",
        "weight": "0.02296648",
        "shared": true
      },
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
        "value": "852343.45",
        "weight": "0.02174499",
        "shared": false
      },
      {
        "name": "OR ST FACS 5% 6/1/2046",
        "value": "770312.24",
        "weight": "0.01965221",
        "shared": true
      },
      {
        "name": "HERMISTON OR",
        "value": "687993.11",
        "weight": "0.01755208",
        "shared": false
      },
      {
        "name": "Salem Hospital Facility Authority, Series 2018",
        "value": "633989.92",
        "weight": "0.01617435",
        "shared": true
      },
      {
        "name": "Multnomah County School District No 40",
        "value": "609432.75",
        "weight": "0.01554785",
        "shared": false
      },
      {
        "name": "OR MFDMED 5 08/15/2045",
        "value": "515451.00",
        "weight": "0.01315019",
        "shared": true
      },
      {
        "name": "SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.00000000",
        "value": "477634.00",
        "weight": "0.01218540",
        "shared": true
      },
      {
        "name": "Multnomah County School District No 40",
        "value": "443543.36",
        "weight": "0.01131568",
        "shared": false
      },
      {
        "name": "Keizer, Oregon, General Obligation Assessment Bonds, Keizer Station Area A Local Improvement District, Series 2008",
        "value": "390742.83",
        "weight": "0.00996863",
        "shared": true
      },
      {
        "name": "Multnomah County School District No 40",
        "value": "372581.22",
        "weight": "0.00950529",
        "shared": false
      },
      {
        "name": "Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A",
        "value": "248568.23",
        "weight": "0.00634147",
        "shared": false
      },
      {
        "name": "WILLAMETTE VIEW OBLIGATED GROUP 5.0% 11-15-47",
        "value": "242655.48",
        "weight": "0.00619063",
        "shared": false
      },
      {
        "name": "State of Oregon Department of Transportation, Series 2024",
        "value": "222175.38",
        "weight": "0.00566814",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 4.75000000",
        "value": "191299.96",
        "weight": "0.00488044",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000",
        "value": "161206.97",
        "weight": "0.00411271",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "146123.87",
        "weight": "0.00372791",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A-2",
        "value": "128851.02",
        "weight": "0.00328725",
        "shared": true
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "122364.63",
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        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000",
        "value": "87714.40",
        "weight": "0.00223777",
        "shared": true
      },
      {
        "name": "PUERTO RICO SALES TAX FING CORP SALES TAX REVENUE",
        "value": "41450.84",
        "weight": "0.00105749",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 4.55000000",
        "value": "20030.32",
        "weight": "0.00051101",
        "shared": false
      },
      {
        "name": "Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022",
        "value": "9838.56",
        "weight": "0.00025100",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "8379.90",
        "weight": "0.00021379",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "4297.09",
        "weight": "0.00010963",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "4287.52",
        "weight": "0.00010938",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "4225.27",
        "weight": "0.00010780",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "3756.83",
        "weight": "0.00009584",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "3574.44",
        "weight": "0.00009119",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-CABS-SER",
        "value": "3509.70",
        "weight": "0.00008954",
        "shared": false
      }
    ]
  },
  "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": "0000940400-26-024953",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/764624/000094040026024953/0000940400-26-024953-index.htm"
    }
  ]
}