{
  "page": "compare",
  "query": {
    "a": "HCSBX",
    "b": "FOSIX"
  },
  "retrieved_at": "2026-07-07T14:46:25+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": "The Short-Term Municipal Bond Portfolio",
    "ticker": "HCSBX",
    "slug": "HCSBX",
    "series_id": "S000009384",
    "html_url": "https://fundwatcher.app/funds/HCSBX/"
  },
  "fund_b": {
    "name": "TRIBUTARY SHORT-INTERMEDIATE BOND FUND",
    "ticker": "FOSIX",
    "slug": "FOSIX",
    "series_id": "S000022134",
    "html_url": "https://fundwatcher.app/funds/FOSIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.01942297025836572373739340085",
    "coverage_b_by_a": "0.01942297025836572373739340085",
    "shared_count": 1,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "State of New Jersey, Series A",
        "value": "3012546.90",
        "weight": "0.04269079",
        "shared": false
      },
      {
        "name": "CITY OF HUNTSVILLE AL",
        "value": "2369158.25",
        "weight": "0.03357333",
        "shared": false
      },
      {
        "name": "SOUTH DAKOTA CONSERVANCY DISTRICT",
        "value": "2079397.40",
        "weight": "0.02946713",
        "shared": false
      },
      {
        "name": "Regional Transportation Authority, Series 2017A",
        "value": "1844774.73",
        "weight": "0.02614230",
        "shared": false
      },
      {
        "name": "CLARK COUNTY SCHOOL DISTRICT",
        "value": "1821872.59",
        "weight": "0.02581775",
        "shared": false
      },
      {
        "name": "New York (State of) Dormitory Authority, Series 2023 A-1, Ref. RB",
        "value": "1785887.26",
        "weight": "0.02530780",
        "shared": false
      },
      {
        "name": "NEW JERSEY ST EDUCTNL FACS AUTH REVENUE",
        "value": "1771939.19",
        "weight": "0.02511014",
        "shared": false
      },
      {
        "name": "STATE OF NEVADA 5.00%",
        "value": "1760766.96",
        "weight": "0.02495182",
        "shared": false
      },
      {
        "name": "City of Minneapolis, Series 2024",
        "value": "1758274.99",
        "weight": "0.02491651",
        "shared": false
      },
      {
        "name": "ALBUQUERQUE NM MUNI SCH DIST 12",
        "value": "1755027.77",
        "weight": "0.02487049",
        "shared": false
      },
      {
        "name": "FRANKLIN PUBLIC SCHOOL DISTRICT",
        "value": "1751616.47",
        "weight": "0.02482215",
        "shared": false
      },
      {
        "name": "DAVENPORT COMMUNITY SCHOOL DISTRICT INFRASTRUCTURE",
        "value": "1737616.31",
        "weight": "0.02462376",
        "shared": false
      },
      {
        "name": "COUNTY OF PRINCE GEORGE S MD",
        "value": "1732131.19",
        "weight": "0.02454603",
        "shared": false
      },
      {
        "name": "CITY OF CEDAR PARK TX",
        "value": "1704934.59",
        "weight": "0.02416062",
        "shared": false
      },
      {
        "name": "NYC TRANSITIONAL-C-1",
        "value": "1683934.01",
        "weight": "0.02386302",
        "shared": false
      },
      {
        "name": "CITY OF PLANO TX",
        "value": "1664942.44",
        "weight": "0.02359389",
        "shared": false
      },
      {
        "name": "SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE",
        "value": "1639786.74",
        "weight": "0.02323741",
        "shared": false
      },
      {
        "name": "COUNTY OF WILSON TN",
        "value": "1630756.80",
        "weight": "0.02310945",
        "shared": false
      },
      {
        "name": "County of Fairfax, Series 2026B",
        "value": "1556420.67",
        "weight": "0.02205603",
        "shared": false
      },
      {
        "name": "LOWER COLORADO RIVER AUTHORITY",
        "value": "1553305.20",
        "weight": "0.02201188",
        "shared": false
      },
      {
        "name": "GOOSE CREEK CONSOLIDATED INDEPENDENT SCHOOL DISTRI",
        "value": "1537248.37",
        "weight": "0.02178434",
        "shared": false
      },
      {
        "name": "HUMBLE TX ISD 0% 2/15/2028",
        "value": "1517700.64",
        "weight": "0.02150733",
        "shared": false
      },
      {
        "name": "HAMPTON ROADS VA TRANSPRTN ACC REGD N/C B/E ETM 5.00000000",
        "value": "1513924.65",
        "weight": "0.02145382",
        "shared": false
      },
      {
        "name": "RILEY COUNTY UNIFIED SCHOOL DISTRICT NO 383 MANHAT",
        "value": "1513124.34",
        "weight": "0.02144248",
        "shared": false
      },
      {
        "name": "CONROE INDEPENDENT SCHOOL DISTRICT",
        "value": "1490619.55",
        "weight": "0.02112356",
        "shared": false
      },
      {
        "name": "KENOSHA WI",
        "value": "1408959.54",
        "weight": "0.01996636",
        "shared": false
      },
      {
        "name": "STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION TURN",
        "value": "1393416.68",
        "weight": "0.01974610",
        "shared": false
      },
      {
        "name": "New Mexico Finance Authority, Public Project Revolving Fund Revenue Bonds, Subordinate Lien Series 2025C",
        "value": "1386304.63",
        "weight": "0.01964532",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "1370614.26",
        "weight": "0.01942297",
        "shared": true
      },
      {
        "name": "WASHINGTON ST WAS 07/26 FIXED 4",
        "value": "1370133.94",
        "weight": "0.01941616",
        "shared": false
      },
      {
        "name": "State of Minnesota, Series 2021, GO Bonds",
        "value": "1344319.19",
        "weight": "0.01905034",
        "shared": false
      },
      {
        "name": "State of Georgia, Series 2023C",
        "value": "1315383.49",
        "weight": "0.01864030",
        "shared": false
      },
      {
        "name": "COUNTY OF WILLIAMSON TX",
        "value": "1297533.32",
        "weight": "0.01838734",
        "shared": false
      },
      {
        "name": "IN FIN HSR 5% MT",
        "value": "1261097.30",
        "weight": "0.01787101",
        "shared": false
      },
      {
        "name": "NEW JERSEY ST HLTH CARE FACS FING AUTH REVENUE",
        "value": "1256222.87",
        "weight": "0.01780193",
        "shared": false
      },
      {
        "name": "WISCONSIN HOUSING ECONOMIC DEVELOPMENT AUTHORITY",
        "value": "1163100.26",
        "weight": "0.01648229",
        "shared": false
      },
      {
        "name": "Los Angeles Department of Water & Power, Series 2025A",
        "value": "1144074.79",
        "weight": "0.01621268",
        "shared": false
      },
      {
        "name": "NASHVILLE& DAVIDSON-A",
        "value": "1110346.91",
        "weight": "0.01573472",
        "shared": false
      },
      {
        "name": "NEW HAMPSHIRE MUNICIPAL BOND BANK",
        "value": "1054619.19",
        "weight": "0.01494501",
        "shared": false
      },
      {
        "name": "ARIZONA TRANSPRTN BRD",
        "value": "1042254.46",
        "weight": "0.01476978",
        "shared": false
      },
      {
        "name": "COUNTY OF BALTIMORE MD",
        "value": "995087.49",
        "weight": "0.01410138",
        "shared": false
      },
      {
        "name": "MARBLE FALLS INDEPENDENT SCHOOL DISTRICT",
        "value": "989326.20",
        "weight": "0.01401974",
        "shared": false
      },
      {
        "name": "FREDERICKSBURG VA",
        "value": "970673.70",
        "weight": "0.01375541",
        "shared": false
      },
      {
        "name": "State of Illinois, Series D",
        "value": "965170.23",
        "weight": "0.01367742",
        "shared": false
      },
      {
        "name": "UNIVERSITY OF MINNESOTA",
        "value": "828837.06",
        "weight": "0.01174545",
        "shared": false
      },
      {
        "name": "Oregon State Lottery, Series A",
        "value": "791824.07",
        "weight": "0.01122094",
        "shared": false
      },
      {
        "name": "AMERICAN MUNICIPAL POWER INC",
        "value": "757406.67",
        "weight": "0.01073321",
        "shared": false
      },
      {
        "name": "LINDBERGH SCHOOL DISTRICT",
        "value": "607745.77",
        "weight": "0.00861236",
        "shared": false
      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "554506.23",
        "weight": "0.00785791",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "US TREASURY N/B",
        "value": "19961296.88",
        "weight": "0.09150732",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "12223788.73",
        "weight": "0.05603675",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "12211212.86",
        "weight": "0.05597910",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6453000.00",
        "weight": "0.02958208",
        "shared": false
      },
      {
        "name": "Salesforce Inc",
        "value": "2465094.44",
        "weight": "0.01130058",
        "shared": false
      },
      {
        "name": "MARS INC",
        "value": "2293889.59",
        "weight": "0.01051573",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "2279608.16",
        "weight": "0.01045027",
        "shared": false
      },
      {
        "name": "US BANCORP",
        "value": "2278304.04",
        "weight": "0.01044429",
        "shared": false
      },
      {
        "name": "EXELON CO",
        "value": "2269686.08",
        "weight": "0.01040478",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "2265720.50",
        "weight": "0.01038660",
        "shared": false
      },
      {
        "name": "TRUIST FINANCIAL",
        "value": "2254738.98",
        "weight": "0.01033626",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "2244313.03",
        "weight": "0.01028846",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GP",
        "value": "2220040.10",
        "weight": "0.01017719",
        "shared": false
      },
      {
        "name": "ENERGY TRANS",
        "value": "2173379.03",
        "weight": "0.00996329",
        "shared": false
      },
      {
        "name": "WSTN TRUST WSTN 2023 MAUI A 144A",
        "value": "2166938.85",
        "weight": "0.00993376",
        "shared": false
      },
      {
        "name": "RCKT Trust, Series 2025-1A, Class B",
        "value": "2005038.20",
        "weight": "0.00919157",
        "shared": false
      },
      {
        "name": "REGIONS FINL",
        "value": "1948532.27",
        "weight": "0.00893253",
        "shared": false
      },
      {
        "name": "MOSAIC CO",
        "value": "1925596.21",
        "weight": "0.00882739",
        "shared": false
      },
      {
        "name": "FirstKey Homes Trust",
        "value": "1920958.79",
        "weight": "0.00880613",
        "shared": false
      },
      {
        "name": "KNDR 2021-KIND A",
        "value": "1761368.93",
        "weight": "0.00807453",
        "shared": false
      },
      {
        "name": "HP ENTERPRISE",
        "value": "1737428.16",
        "weight": "0.00796478",
        "shared": false
      },
      {
        "name": "Verdant Receivables LLC, Series 2025-1A, Class A3",
        "value": "1716133.68",
        "weight": "0.00786716",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "1713082.03",
        "weight": "0.00785317",
        "shared": false
      },
      {
        "name": "SORT 2020-1 A1",
        "value": "1696646.67",
        "weight": "0.00777783",
        "shared": false
      },
      {
        "name": "BofA Auto Trust, Series 2024-1A, Class A4",
        "value": "1604687.76",
        "weight": "0.00735627",
        "shared": false
      },
      {
        "name": "TRUIST BANK AUTO CREDIT-LINKED NOTES SER SER 2025-1 CL B REGD 144A P/P 4.72800000",
        "value": "1594375.66",
        "weight": "0.00730900",
        "shared": false
      },
      {
        "name": "GSKY 2025-2A A3",
        "value": "1516434.30",
        "weight": "0.00695169",
        "shared": false
      },
      {
        "name": "BXMT Ltd., Series 2025-FL5, Class A",
        "value": "1500937.50",
        "weight": "0.00688065",
        "shared": false
      },
      {
        "name": "WFCM 2024-1CHI A",
        "value": "1451157.87",
        "weight": "0.00665245",
        "shared": false
      },
      {
        "name": "BHG Securitization Trust, Series 2023-B, Class A",
        "value": "1440144.85",
        "weight": "0.00660197",
        "shared": false
      },
      {
        "name": "VASA TRUST VASA 2021 VASA A 144A",
        "value": "1422102.15",
        "weight": "0.00651925",
        "shared": false
      },
      {
        "name": "Nebraska Cooperative Republican Platte Enhancement Project",
        "value": "1403225.86",
        "weight": "0.00643272",
        "shared": false
      },
      {
        "name": "SoFi Consumer Loan Program Trust",
        "value": "1381738.33",
        "weight": "0.00633422",
        "shared": false
      },
      {
        "name": "CBRE SERVICES IN",
        "value": "1376762.00",
        "weight": "0.00631140",
        "shared": false
      },
      {
        "name": "AFG ABS I, LLC",
        "value": "1372351.98",
        "weight": "0.00629119",
        "shared": false
      },
      {
        "name": "Wingspire Equipment Finance, LLC",
        "value": "1368629.63",
        "weight": "0.00627412",
        "shared": false
      },
      {
        "name": "DELL INT / EMC",
        "value": "1359487.15",
        "weight": "0.00623221",
        "shared": false
      },
      {
        "name": "Dllad LLC, Series 2024-1A, Class A3",
        "value": "1355425.77",
        "weight": "0.00621359",
        "shared": false
      },
      {
        "name": "SoFi Consumer Loan Program Trust, Series 2025-1, Class B",
        "value": "1331723.98",
        "weight": "0.00610494",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "1314909.37",
        "weight": "0.00602786",
        "shared": false
      },
      {
        "name": "AMERICAN HONDA F",
        "value": "1309071.89",
        "weight": "0.00600110",
        "shared": false
      },
      {
        "name": "WELLS FARGO CO",
        "value": "1300375.27",
        "weight": "0.00596123",
        "shared": false
      },
      {
        "name": "Dext ABS LLC, Series 2025-1, Class A3",
        "value": "1298328.89",
        "weight": "0.00595185",
        "shared": false
      },
      {
        "name": "NISOURCE INC",
        "value": "1290069.27",
        "weight": "0.00591398",
        "shared": false
      },
      {
        "name": "PAYCHEX INC",
        "value": "1281384.06",
        "weight": "0.00587417",
        "shared": false
      },
      {
        "name": "MTLRF 2025-1A A4",
        "value": "1261526.13",
        "weight": "0.00578314",
        "shared": false
      },
      {
        "name": "FLORIDA POWER &",
        "value": "1255009.36",
        "weight": "0.00575326",
        "shared": false
      },
      {
        "name": "PEAC SOLUTIONS RECEIVABLES 2026-1 LLC PEAC 2026-1A A2",
        "value": "1249377.00",
        "weight": "0.00572744",
        "shared": false
      },
      {
        "name": "M&T Equipment Notes",
        "value": "1235631.01",
        "weight": "0.00566443",
        "shared": false
      },
      {
        "name": "GREATAMERICA LEASING RECEIVABL GALC 2024 1 A3 144A",
        "value": "1221381.13",
        "weight": "0.00559910",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001004726-26-004099",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004099/0001004726-26-004099-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000932381-26-000096",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/932381/000093238126000096/0000932381-26-000096-index.htm"
    }
  ]
}