# Portfolio overlap — ECORX vs SHORX

Comparing **Eaton Vance Oregon Municipal Income Fund** (2026-02-28) and **Western Asset Oregon Municipals Fund** (2026-04-30).

- Shared positions: 9
- Eaton Vance Oregon Municipal Income Fund covered by Western Asset Oregon Municipals Fund: 0.05950533865710255168180228290
- Western Asset Oregon Municipals Fund covered by Eaton Vance Oregon Municipal Income Fund: 0.05950533865710255168180228291

## Eaton Vance Oregon Municipal Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State of Oregon, Series A | 0.028239 |  |
| OREGON ST | 0.022794 |  |
| OR FACS AUTH-B-REF | 0.022678 | ✓ |
| PORTLAND -REV | 0.019666 |  |
| State of Oregon Department of Transportation | 0.019340 |  |
| OR MFDMED 5 08/15/2045 | 0.018108 | ✓ |
| OREGON ST FACS AUTH REVENUE | 0.017385 |  |
| UNIV OF OREGON OR GEN REVENUE | 0.015775 |  |
| OREGON ST HSG & CMNTY SVCS DEPT MTGE REVENUE | 0.015100 |  |
| Oregon City School District No. 62, Series 2018 B, GO Bonds | 0.014635 |  |
| COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-49 | 0.013277 |  |
| Multnomah County School District No. 1 Portland | 0.013118 |  |
| Washington & Clackamas Counties School District No. 23J | 0.013026 |  |
| MEDFORD OR WTR COMMISSION WTR REVENUE | 0.012505 |  |
| SALEM OR HOSP FAC AUTH REVENUE | 0.011941 |  |
| LINN CNTY OR CMNTY SCH DIST #9 LEBANON | 0.011839 |  |
| ST HELEN SD #502 -B - | 0.011810 |  |
| Yamhill County, Oregon, Revenue Bonds, George Fox University Project, Refunding Series 2021 | 0.011804 |  |
| DESCHUTES & JEFFERSON CNTYS OR SCH DIST #2J REDMOND | 0.011766 |  |
| State of Oregon, Series 2022, GO Bonds | 0.011590 |  |
| TERWILLIGER PLAZA INC OBLIGATED GROUP 4.0% 12-01-36 | 0.011536 |  |
| OR ST ADMIN LOT 5.25% 4/1/2044 | 0.011076 |  |
| OREGON ST UNIV GEN REVENUE | 0.011056 | ✓ |
| WASHINGTON CNTY OR SCH DIST #48J BEAVERTON | 0.010607 |  |
| WASHINGTON CNTY OR SCH DIST #48J BEAVERTON | 0.010412 |  |
| CLACKAMAS OR CMNTY CLG DIST | 0.010303 |  |
| OREGON ST HLTH & SCIENCE UNIV REVENUE | 0.010302 |  |
| Tri-County Metropolitan Transportation District of Oregon, Series A | 0.009975 |  |
| MARION CNTY OR SCH DIST #1 GERVAIS | 0.009968 |  |
| PORT OF PORTLAND OR ARPT REVENUE | 0.009951 |  |
| University of Oregon, Series 2026A | 0.009716 |  |
| Medford Water Commission | 0.009284 |  |
| MULTNOMAH CNTY OR SCH DIST #1J PORTLAND | 0.009205 |  |
| HILLSBORO OR | 0.008623 |  |
| LAKE OSWEGO OR | 0.008509 |  |
| PORT OF PORTLAND OR ARPT REVENUE | 0.008491 |  |
| HILLSBORO OR | 0.008458 |  |
| State of Oregon Housing & Community Services Department, Series 2024K-1 | 0.008434 |  |
| Puerto Rico Electric Power Authority, Power Revenue Bonds, Refunding National Series 2007VV | 0.008391 |  |
| PORTLAND OR REVENUE | 0.008177 |  |
| MARION CNTY OR SCH DIST #1 GERVAIS | 0.008020 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.007963 | ✓ |
| Port of Portland, Series 29-A | 0.007957 |  |
| DESCHUTES CNTY OR ADMIN SCH DIST #1 | 0.007879 |  |
| State of Oregon Housing & Community Services Department | 0.007800 |  |
| OREGON ST UNIV GEN REVENUE | 0.007730 |  |
| MULTNOMAH CNTY OR SCH DIST #1J PORTLAND | 0.007482 |  |
| MULTNOMAH-CLACKAMAS CNTYS OR CENTENNIAL SCH DIST #28JT | 0.007351 |  |
| UNIV OF OREGON OR GEN REVENUE UNOHGR 04/50 FIXED 5 | 0.007175 |  |
| OREGON ST HLTH & SCIENCE UNIV REVENUE | 0.007089 |  |

## Western Asset Oregon Municipals Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Metro, Series 2017 | 0.077042 |  |
| State of Oregon | 0.062930 |  |
| City of Eugene OR Electric Utility System Revenue | 0.056962 |  |
| Washington & Clackamas Counties School District No. 23J Tigar, Series 2019, GO Bonds | 0.053779 |  |
| Salem Hospital Facility Authority | 0.053312 |  |
| OR FACS AUTH-B-REF | 0.051024 | ✓ |
| CLACKAMAS SD #12 | 0.046008 |  |
| Lane County School District No 19 Springfield | 0.045790 |  |
| PORT OF PORTLAND OR ARPT REVENUE | 0.045617 |  |
| Polk Marion & Benton Counties School District No 13J Central | 0.039619 |  |
| Port of Morrow OR | 0.033686 |  |
| Oregon State University, Series 2024 A | 0.033191 |  |
| Clackamas County School District No. 35 Molalla River, Series 2024 | 0.031364 |  |
| OREGON ST UNIV GEN REVENUE | 0.027644 | ✓ |
| Eugene, Oregon, Water Utility System Revenue Bonds, Series 2023 | 0.026319 |  |
| Oregon City School District No 62 | 0.026225 |  |
| WASH M and Y ORE 1J 5% 6/15/2038 | 0.025959 |  |
| OR ST BUS DEV C 3.8% MT | 0.025831 |  |
| Port of Portland, Series 25 B | 0.025731 |  |
| Oregon State Facilities Authority, Series 2015 C | 0.022966 |  |
| OREGON ST HLTH & SCIENCE UNIV REVENUE | 0.021745 |  |
| OR ST FACS 5% 6/1/2046 | 0.019652 | ✓ |
| HERMISTON OR | 0.017552 | ✓ |
| Salem Hospital Facility Authority, Series 2018 | 0.016174 |  |
| Multnomah County School District No 40 | 0.015548 |  |
| OR MFDMED 5 08/15/2045 | 0.013150 | ✓ |
| SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.00000000 | 0.012185 | ✓ |
| Multnomah County School District No 40 | 0.011316 |  |
| Keizer, Oregon, General Obligation Assessment Bonds, Keizer Station Area A Local Improvement District, Series 2008 | 0.009969 |  |
| Multnomah County School District No 40 | 0.009505 |  |
| Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A | 0.006341 |  |
| WILLAMETTE VIEW OBLIGATED GROUP 5.0% 11-15-47 | 0.006191 |  |
| State of Oregon Department of Transportation, Series 2024 | 0.005668 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 4.75000000 | 0.004880 |  |
| PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000 | 0.004113 |  |
| RESTRUCTURED-SER A1 | 0.003728 |  |
| RESTRUCTURED-SER A-2 | 0.003287 |  |
| RESTRUCTURED-SER A1 | 0.003122 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.002238 | ✓ |
| PUERTO RICO SALES TAX FING CORP SALES TAX REVENUE | 0.001057 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 4.55000000 | 0.000511 |  |
| Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022 | 0.000251 |  |
| RESTRUCTURED-SER A1 | 0.000214 |  |
| RESTRUCTURED-SER A1 | 0.000110 | ✓ |
| RESTRUCTURED-SER A1 | 0.000109 | ✓ |
| RESTRUCTURED-SER A1 | 0.000108 |  |
| RESTRUCTURED-SER A1 | 0.000096 |  |
| RESTRUCTURED-SER A1 | 0.000091 |  |
| RESTRUCTURED-CABS-SER | 0.000090 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040146` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/778365/000141036826040146/0001410368-26-040146-index.htm>
- N-PORT (fund B) — accession `0000940400-26-024953` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/764624/000094040026024953/0000940400-26-024953-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_
