{
  "page": "compare",
  "query": {
    "a": "SHORX",
    "b": "FOTAX"
  },
  "retrieved_at": "2026-07-07T15:22:23+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": "Western Asset Oregon Municipals Fund",
    "ticker": "SHORX",
    "slug": "SHORX",
    "series_id": "S000016636",
    "html_url": "https://fundwatcher.app/funds/SHORX/"
  },
  "fund_b": {
    "name": "Nuveen Oregon Intermediate Municipal Bond Fund",
    "ticker": "FOTAX",
    "slug": "FOTAX",
    "series_id": "S000005562",
    "html_url": "https://fundwatcher.app/funds/FOTAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.04013448519484925650714466798",
    "coverage_b_by_a": "0.04013448519484925650714466797",
    "shared_count": 6,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "Metro, Series 2017",
        "value": "3019830.60",
        "weight": "0.07704192",
        "shared": false
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "OR FACS AUTH-B-REF",
        "value": "2000000.00",
        "weight": "0.05102400",
        "shared": true
      },
      {
        "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": false
      },
      {
        "name": "Clackamas County School District No. 35 Molalla River, Series 2024",
        "value": "1229363.07",
        "weight": "0.03136351",
        "shared": false
      },
      {
        "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": true
      },
      {
        "name": "Port of Portland, Series 25 B",
        "value": "1008592.40",
        "weight": "0.02573121",
        "shared": false
      },
      {
        "name": "Oregon State Facilities Authority, Series 2015 C",
        "value": "900222.48",
        "weight": "0.02296648",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": true
      },
      {
        "name": "RESTRUCTURED-SER A-2",
        "value": "128851.02",
        "weight": "0.00328725",
        "shared": true
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "122364.63",
        "weight": "0.00312177",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000",
        "value": "87714.40",
        "weight": "0.00223777",
        "shared": false
      },
      {
        "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
      }
    ],
    "b_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": true
      },
      {
        "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
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "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"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}