{
  "page": "compare",
  "query": {
    "a": "FOTAX",
    "b": "LSMSX"
  },
  "retrieved_at": "2026-07-07T18:15:00+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": "Nuveen Oregon Intermediate Municipal Bond Fund",
    "ticker": "FOTAX",
    "slug": "FOTAX",
    "series_id": "S000005562",
    "html_url": "https://fundwatcher.app/funds/FOTAX/"
  },
  "fund_b": {
    "name": "Western Asset SMASh Series TF Fund",
    "ticker": "LSMSX",
    "slug": "LSMSX",
    "series_id": "S000052179",
    "html_url": "https://fundwatcher.app/funds/LSMSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.02160621238131158411153164499",
    "coverage_b_by_a": "0.02160621238131158411153164499",
    "shared_count": 3,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-27"
    },
    "a_top": [
      {
        "name": "OREGON ST DEPT OF -A",
        "value": "5648668.80",
        "weight": "0.02583740",
        "shared": false
      },
      {
        "name": "OREGON ST HLTH & SCIENCE UNIV REVENUE",
        "value": "4444315.20",
        "weight": "0.02032860",
        "shared": false
      },
      {
        "name": "Washington County, Oregon, General Obligation Bonds, Full Faith & Credit Obligation Series 2025",
        "value": "4368614.41",
        "weight": "0.01998234",
        "shared": false
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2023-29",
        "value": "4056324.85",
        "weight": "0.01855391",
        "shared": false
      },
      {
        "name": "Lane County School District 4J Eugene, Oregon, General Obligation Bonds, School Bond Guaranty Series 2019",
        "value": "4041550.11",
        "weight": "0.01848633",
        "shared": false
      },
      {
        "name": "Oregon (State of) Facilities Authority, Series 2014, RB",
        "value": "3986892.08",
        "weight": "0.01823632",
        "shared": false
      },
      {
        "name": "OR FACS AUTH-B-REF",
        "value": "3485000.00",
        "weight": "0.01594063",
        "shared": true
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Series 2022-28",
        "value": "3418898.30",
        "weight": "0.01563827",
        "shared": false
      },
      {
        "name": "Portland, Oregon, Water System Revenue Bonds, Refunding First Lien Series 2022A",
        "value": "3192779.10",
        "weight": "0.01460399",
        "shared": false
      },
      {
        "name": "Benton and Linn Counties District School District 509J Corvallis, Oregon, General Obligation Bonds, Series 2018A",
        "value": "2939049.89",
        "weight": "0.01344341",
        "shared": false
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2024-30A",
        "value": "2718589.20",
        "weight": "0.01243501",
        "shared": false
      },
      {
        "name": "Metro, Oregon, General Obligation Bonds, Series 2020A",
        "value": "2656393.75",
        "weight": "0.01215053",
        "shared": false
      },
      {
        "name": "Washington County School District 13, Oregon, General Obligation Bonds, Series 2024A",
        "value": "2628690.00",
        "weight": "0.01202381",
        "shared": false
      },
      {
        "name": "PORTLAND WTR SYS-A",
        "value": "2501818.75",
        "weight": "0.01144349",
        "shared": false
      },
      {
        "name": "Oregon (State of), Series 2020 J, Ref. VRD GO Bonds",
        "value": "2500000.00",
        "weight": "0.01143517",
        "shared": false
      },
      {
        "name": "Beaverton School District 48J, Washington and Multnomah Counties, Oregon, General Obligation Bonds, Current Interest Series 2017C",
        "value": "2478775.20",
        "weight": "0.01133809",
        "shared": false
      },
      {
        "name": "Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A",
        "value": "2419292.34",
        "weight": "0.01106601",
        "shared": false
      },
      {
        "name": "Salem Hospital Facility Authority, Oregon, Revenue Bonds, Salem Health Projects, Series 2019A",
        "value": "2396907.20",
        "weight": "0.01096362",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No 24J, Series 2020, GO Bonds",
        "value": "2362861.86",
        "weight": "0.01080789",
        "shared": false
      },
      {
        "name": "Saint Helens, Oregon, Full Faith and Credit Obligations, Series 2021",
        "value": "2335439.55",
        "weight": "0.01068246",
        "shared": false
      },
      {
        "name": "Beaverton, Oregon, Water Revenue Bonds, Series 2020",
        "value": "2300483.95",
        "weight": "0.01052257",
        "shared": false
      },
      {
        "name": "Beaverton, Oregon, Water Revenue Bonds, Series 2022",
        "value": "2291414.32",
        "weight": "0.01048109",
        "shared": false
      },
      {
        "name": "Deschutes County Administrative School District 1, Bend-La Pine, Oregon, General Obligation Bonds, Series 2025",
        "value": "2279612.80",
        "weight": "0.01042710",
        "shared": false
      },
      {
        "name": "Beaverton, Oregon, Water Revenue Bonds, Series 2022",
        "value": "2248830.80",
        "weight": "0.01028631",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No. 24J, Series 2020 B, GO Bonds",
        "value": "2212168.80",
        "weight": "0.01011861",
        "shared": false
      },
      {
        "name": "Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A",
        "value": "2199936.51",
        "weight": "0.01006266",
        "shared": false
      },
      {
        "name": "State of Oregon Department of Transportation, Series 2019A",
        "value": "2169019.80",
        "weight": "0.00992124",
        "shared": false
      },
      {
        "name": "Salem-Keizer School District No. 24J, Series 2018, GO Bonds",
        "value": "2123135.60",
        "weight": "0.00971137",
        "shared": false
      },
      {
        "name": "Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A",
        "value": "2103350.02",
        "weight": "0.00962087",
        "shared": false
      },
      {
        "name": "OREGON ST FACS AUTH REVENUE",
        "value": "2100000.00",
        "weight": "0.00960554",
        "shared": false
      },
      {
        "name": "Redmond, Oregon, Full Faith and Credit Obligations, Airport Expansion Project, Series 2025A",
        "value": "2098115.90",
        "weight": "0.00959693",
        "shared": false
      },
      {
        "name": "OR ST BUS DEV C 3.8% MT",
        "value": "2041281.80",
        "weight": "0.00933696",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "2004132.60",
        "weight": "0.00916704",
        "shared": true
      },
      {
        "name": "Jackson County School District No. 5 Ashland, Series 2019",
        "value": "1992552.95",
        "weight": "0.00911407",
        "shared": false
      },
      {
        "name": "Yamhill County, Oregon, Revenue Bonds, George Fox University Project, Refunding Series 2021",
        "value": "1906490.81",
        "weight": "0.00872042",
        "shared": false
      },
      {
        "name": "Yamhill County Hospital Authority, Oregon, Revenue Bonds, Friendsview Retirement Community, Refunding Series 2021A",
        "value": "1878352.66",
        "weight": "0.00859171",
        "shared": false
      },
      {
        "name": "Lane Community College, Lane, Linn, Benton and Douglas Counties, Oregon, General Obligation Bonds, Series 2020A",
        "value": "1846305.30",
        "weight": "0.00844513",
        "shared": false
      },
      {
        "name": "Portland, Oregon, Sewer System Revenue Bonds, Second Lien Refunding Series 2023A",
        "value": "1841104.19",
        "weight": "0.00842134",
        "shared": false
      },
      {
        "name": "Metro, Oregon, General Obligation Bonds, Series 2025",
        "value": "1838997.82",
        "weight": "0.00841170",
        "shared": false
      },
      {
        "name": "Clackamas County School District No. 12, Series A",
        "value": "1805827.95",
        "weight": "0.00825998",
        "shared": false
      },
      {
        "name": "HILLSBORO OR",
        "value": "1752858.90",
        "weight": "0.00801770",
        "shared": false
      },
      {
        "name": "Port of Portland, Oregon, International Airport Revenue Bonds, Series 2017-24B",
        "value": "1718652.60",
        "weight": "0.00786123",
        "shared": false
      },
      {
        "name": "Seaside, Clatsop County, Oregon, Transient Lodgings Tax Revenue Bonds, Series 2018",
        "value": "1697681.44",
        "weight": "0.00776531",
        "shared": false
      },
      {
        "name": "UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-28",
        "value": "1697640.12",
        "weight": "0.00776512",
        "shared": false
      },
      {
        "name": "Clackamas and Multnomah Counties School District 7J Lake Oswego, Oregon, General Obligation Bonds, Series 2017",
        "value": "1695366.94",
        "weight": "0.00775472",
        "shared": false
      },
      {
        "name": "PORTLAND OR CMNTY CLG DIST",
        "value": "1659743.53",
        "weight": "0.00759178",
        "shared": false
      },
      {
        "name": "Warm Springs Reservation Confederated Tribes, Oregon, Hydroelectric Revenue Bonds, Tribal Economic Development Bond Pelton Round Butte Project, Taxabl",
        "value": "1632485.36",
        "weight": "0.00746710",
        "shared": false
      },
      {
        "name": "Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2022A",
        "value": "1630221.19",
        "weight": "0.00745674",
        "shared": false
      },
      {
        "name": "Bend, Oregon, General Obligation Bonds, Full Faith & Credit Series 2023",
        "value": "1622605.38",
        "weight": "0.00742191",
        "shared": false
      },
      {
        "name": "State of Oregon, Series 2022, GO Bonds",
        "value": "1620000.00",
        "weight": "0.00740999",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NYC-D4-ADJ",
        "value": "3600000.00",
        "weight": "0.03686222",
        "shared": false
      },
      {
        "name": "California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB",
        "value": "2326360.96",
        "weight": "0.02382079",
        "shared": false
      },
      {
        "name": "ILLINOIS ST FIN AUTH REVENUE",
        "value": "2300000.00",
        "weight": "0.02355087",
        "shared": false
      },
      {
        "name": "STATE OF NEW JERSEY NATL 0.0% 12-15-31",
        "value": "2146560.50",
        "weight": "0.02197972",
        "shared": false
      },
      {
        "name": "NYC MUNI WTR FIN-BB",
        "value": "2129160.40",
        "weight": "0.02180155",
        "shared": false
      },
      {
        "name": "CALIFORNIA COMMUNITY VAR",
        "value": "1915441.15",
        "weight": "0.01961317",
        "shared": false
      },
      {
        "name": "MET NASHVILLE TN ARPT AUTH ARPT REVENUE",
        "value": "1568497.28",
        "weight": "0.01606064",
        "shared": false
      },
      {
        "name": "PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT 5.25000000",
        "value": "1373782.41",
        "weight": "0.01406685",
        "shared": false
      },
      {
        "name": "State of Illinois",
        "value": "1345717.38",
        "weight": "0.01377948",
        "shared": false
      },
      {
        "name": "NOVANT HEALTH OBLIGATED GROUP 5.0% 12-01-35",
        "value": "1150598.20",
        "weight": "0.01178156",
        "shared": false
      },
      {
        "name": "Energy Southeast A Cooperative District, Series B-1",
        "value": "1128317.20",
        "weight": "0.01155341",
        "shared": false
      },
      {
        "name": "CTR PLN ENG GAS 5% 9/1/2033",
        "value": "1124874.30",
        "weight": "0.01151816",
        "shared": false
      },
      {
        "name": "CTR TX RMA 4% 1/1/2051",
        "value": "1124749.68",
        "weight": "0.01151688",
        "shared": false
      },
      {
        "name": "CHICAGO IL BRD OF EDU CHIEDU 12/40 FIXED 5",
        "value": "1111759.88",
        "weight": "0.01138387",
        "shared": false
      },
      {
        "name": "Public Energy Auth. of Kentucky Gas Supply Rev. Refg. C",
        "value": "1100112.50",
        "weight": "0.01126461",
        "shared": false
      },
      {
        "name": "OR FACS AUTH-B-REF",
        "value": "1100000.00",
        "weight": "0.01126346",
        "shared": true
      },
      {
        "name": "IL CHI 5.5 01/01/2039",
        "value": "1079775.90",
        "weight": "0.01105637",
        "shared": false
      },
      {
        "name": "New York State Urban Development Corp. (Bidding Group 3), Series 2023 A, RB",
        "value": "1057092.50",
        "weight": "0.01082411",
        "shared": false
      },
      {
        "name": "NY NYCUTL 5.25 06/15/2052",
        "value": "1056468.27",
        "weight": "0.01081771",
        "shared": false
      },
      {
        "name": "NY TRANSPRTN DEV CORP",
        "value": "1049766.30",
        "weight": "0.01074909",
        "shared": false
      },
      {
        "name": "Chandler Industrial Development Authority",
        "value": "1020077.50",
        "weight": "0.01044509",
        "shared": false
      },
      {
        "name": "NOVANT HEALTH OBLIGATED GROUP 5.0% 06-01-55",
        "value": "1002757.10",
        "weight": "0.01026774",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 4.75000000",
        "value": "975122.80",
        "weight": "0.00998478",
        "shared": false
      },
      {
        "name": "PORT NY NJ 4% 7/15/2045 @",
        "value": "970397.80",
        "weight": "0.00993639",
        "shared": false
      },
      {
        "name": "NY MTA DED 4% 11/15/2054",
        "value": "928202.20",
        "weight": "0.00950433",
        "shared": false
      },
      {
        "name": "INDIANA ST FIN AUTH HLTH SYS R INSMED 12/49 FIXED 4",
        "value": "926178.80",
        "weight": "0.00948361",
        "shared": false
      },
      {
        "name": "NYC GO 23A-4 Q=TD V1",
        "value": "900000.00",
        "weight": "0.00921556",
        "shared": false
      },
      {
        "name": "CALIFORNIA COMMUNITY VAR",
        "value": "893107.04",
        "weight": "0.00914498",
        "shared": false
      },
      {
        "name": "NY TRANSPRTN DEV -AMT",
        "value": "837294.08",
        "weight": "0.00857348",
        "shared": false
      },
      {
        "name": "CHICAGO IL BRD OF EDU REGD B/E 5.00000000",
        "value": "808487.19",
        "weight": "0.00827851",
        "shared": false
      },
      {
        "name": "Black Belt Energy Gas District (The) (Gas), Series 2022 F, RB",
        "value": "800228.55",
        "weight": "0.00819395",
        "shared": false
      },
      {
        "name": "CHICAGO IL BRD OF EDU DEDICATE REGD B/E 5.75000000",
        "value": "798779.03",
        "weight": "0.00817910",
        "shared": false
      },
      {
        "name": "Jefferson (County of), AL, Series 2024, Ref. Revenue Wts.",
        "value": "795739.65",
        "weight": "0.00814798",
        "shared": false
      },
      {
        "name": "California Community Choice Financing Authority, Series 2025G",
        "value": "789101.39",
        "weight": "0.00808001",
        "shared": false
      },
      {
        "name": "Chandler Industrial Development Authority, Series 2019",
        "value": "771796.28",
        "weight": "0.00790281",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "761570.39",
        "weight": "0.00779811",
        "shared": true
      },
      {
        "name": "NY TRANS CORP 5% 6/30/2049 @",
        "value": "758726.03",
        "weight": "0.00776898",
        "shared": false
      },
      {
        "name": "NY TRANS CORP 5% 7/1/46 @",
        "value": "750297.83",
        "weight": "0.00768268",
        "shared": false
      },
      {
        "name": "NY TRANSPRTN DEV -AMT",
        "value": "749542.99",
        "weight": "0.00767495",
        "shared": false
      },
      {
        "name": "ELGIN TX ISD 4% 8/1/2049",
        "value": "713295.60",
        "weight": "0.00730380",
        "shared": false
      },
      {
        "name": "WV HOSP FIN AUTH-C",
        "value": "700000.00",
        "weight": "0.00716765",
        "shared": false
      },
      {
        "name": "Van Alstyne Independent School District",
        "value": "694629.83",
        "weight": "0.00711267",
        "shared": false
      },
      {
        "name": "New York City Housing Development Corp",
        "value": "658201.20",
        "weight": "0.00673966",
        "shared": false
      },
      {
        "name": "St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB",
        "value": "610581.60",
        "weight": "0.00625205",
        "shared": false
      },
      {
        "name": "Oneida County Local Development Corp., Series A",
        "value": "583811.32",
        "weight": "0.00597794",
        "shared": false
      },
      {
        "name": "LONGVIEW TX ISD 4% 2/15/2049",
        "value": "571538.40",
        "weight": "0.00585227",
        "shared": false
      },
      {
        "name": "DENVER CO ARPT 5% 11/15/2032 @",
        "value": "569066.50",
        "weight": "0.00582696",
        "shared": false
      },
      {
        "name": "Black Belt Energy Gas District, Series D",
        "value": "555552.80",
        "weight": "0.00568859",
        "shared": false
      },
      {
        "name": "MTRO WA DC ARPT 5% 10/1/2030 @",
        "value": "554368.85",
        "weight": "0.00567646",
        "shared": false
      },
      {
        "name": "SALT VERDE FINL CORP GAS REV ARIZ SR",
        "value": "548231.41",
        "weight": "0.00561362",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000820892-26-000131",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/820892/000082089226000131/0000820892-26-000131-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-014628",
      "as_of": "2026-02-27",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/889512/000094040026014628/0000940400-26-014628-index.htm"
    }
  ]
}