# Portfolio overlap — FORCX vs DOGMX Comparing **Nuveen Oregon Intermediate Municipal Bond Fund** (2026-02-28) and **DFA Oregon Municipal Bond Portfolio** (2026-01-31). - Shared positions: 6 - Nuveen Oregon Intermediate Municipal Bond Fund covered by DFA Oregon Municipal Bond Portfolio: 0.02573286927020142278722565442 - DFA Oregon Municipal Bond Portfolio covered by Nuveen Oregon Intermediate Municipal Bond Fund: 0.02573286927020142278722565442 ## Nuveen Oregon Intermediate Municipal Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | OREGON ST DEPT OF -A | 0.025837 | | | OREGON ST HLTH & SCIENCE UNIV REVENUE | 0.020329 | | | Washington County, Oregon, General Obligation Bonds, Full Faith & Credit Obligation Series 2025 | 0.019982 | | | Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2023-29 | 0.018554 | | | Lane County School District 4J Eugene, Oregon, General Obligation Bonds, School Bond Guaranty Series 2019 | 0.018486 | | | Oregon (State of) Facilities Authority, Series 2014, RB | 0.018236 | | | OR FACS AUTH-B-REF | 0.015941 | ✓ | | Port of Portland, Oregon, International Airport Revenue Bonds, Series 2022-28 | 0.015638 | | | Portland, Oregon, Water System Revenue Bonds, Refunding First Lien Series 2022A | 0.014604 | | | Benton and Linn Counties District School District 509J Corvallis, Oregon, General Obligation Bonds, Series 2018A | 0.013443 | | | Port of Portland, Oregon, International Airport Revenue Bonds, Green Series 2024-30A | 0.012435 | | | Metro, Oregon, General Obligation Bonds, Series 2020A | 0.012151 | | | Washington County School District 13, Oregon, General Obligation Bonds, Series 2024A | 0.012024 | | | PORTLAND WTR SYS-A | 0.011443 | | | Oregon (State of), Series 2020 J, Ref. VRD GO Bonds | 0.011435 | | | Beaverton School District 48J, Washington and Multnomah Counties, Oregon, General Obligation Bonds, Current Interest Series 2017C | 0.011338 | | | Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A | 0.011066 | | | Salem Hospital Facility Authority, Oregon, Revenue Bonds, Salem Health Projects, Series 2019A | 0.010964 | | | Salem-Keizer School District No 24J, Series 2020, GO Bonds | 0.010808 | | | Saint Helens, Oregon, Full Faith and Credit Obligations, Series 2021 | 0.010682 | | | Beaverton, Oregon, Water Revenue Bonds, Series 2020 | 0.010523 | | | Beaverton, Oregon, Water Revenue Bonds, Series 2022 | 0.010481 | | | Deschutes County Administrative School District 1, Bend-La Pine, Oregon, General Obligation Bonds, Series 2025 | 0.010427 | | | Beaverton, Oregon, Water Revenue Bonds, Series 2022 | 0.010286 | | | Salem-Keizer School District No. 24J, Series 2020 B, GO Bonds | 0.010119 | | | Oregon Facilities Authority, Revenue Bonds, University of Portland Projects, Refunding Series 2025A | 0.010063 | | | State of Oregon Department of Transportation, Series 2019A | 0.009921 | | | Salem-Keizer School District No. 24J, Series 2018, GO Bonds | 0.009711 | ✓ | | Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A | 0.009621 | | | OREGON ST FACS AUTH REVENUE | 0.009606 | | | Redmond, Oregon, Full Faith and Credit Obligations, Airport Expansion Project, Series 2025A | 0.009597 | | | OR ST BUS DEV C 3.8% MT | 0.009337 | | | RESTRUCTURED-SER A1 | 0.009167 | | | Jackson County School District No. 5 Ashland, Series 2019 | 0.009114 | | | Yamhill County, Oregon, Revenue Bonds, George Fox University Project, Refunding Series 2021 | 0.008720 | | | Yamhill County Hospital Authority, Oregon, Revenue Bonds, Friendsview Retirement Community, Refunding Series 2021A | 0.008592 | | | Lane Community College, Lane, Linn, Benton and Douglas Counties, Oregon, General Obligation Bonds, Series 2020A | 0.008445 | | | Portland, Oregon, Sewer System Revenue Bonds, Second Lien Refunding Series 2023A | 0.008421 | | | Metro, Oregon, General Obligation Bonds, Series 2025 | 0.008412 | | | Clackamas County School District No. 12, Series A | 0.008260 | | | HILLSBORO OR | 0.008018 | | | Port of Portland, Oregon, International Airport Revenue Bonds, Series 2017-24B | 0.007861 | | | Seaside, Clatsop County, Oregon, Transient Lodgings Tax Revenue Bonds, Series 2018 | 0.007765 | | | UNITED STATES VIRGIN ISLANDS FEDERAL EXCISE TAX 5.0% 10-01-28 | 0.007765 | | | Clackamas and Multnomah Counties School District 7J Lake Oswego, Oregon, General Obligation Bonds, Series 2017 | 0.007755 | | | PORTLAND OR CMNTY CLG DIST | 0.007592 | ✓ | | Warm Springs Reservation Confederated Tribes, Oregon, Hydroelectric Revenue Bonds, Tribal Economic Development Bond Pelton Round Butte Project, Taxabl | 0.007467 | | | Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2022A | 0.007457 | | | Bend, Oregon, General Obligation Bonds, Full Faith & Credit Series 2023 | 0.007422 | | | State of Oregon, Series 2022, GO Bonds | 0.007410 | | ## DFA Oregon Municipal Bond Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | State of Oregon | 0.022839 | | | State of Oregon Department of Transportation | 0.018945 | | | OR ST ADMIN LOT 5% 4/1/2043 | 0.018021 | | | Multnomah County School District No. 1J Portland | 0.016520 | | | Clackamas Community College District | 0.015773 | | | CLACKAMAS OR CMNTY CLG DIST | 0.015357 | | | Mount Hood Community College District | 0.014982 | | | State of Oregon | 0.014274 | | | City of Portland | 0.014260 | | | State of Oregon, Series A | 0.014194 | | | Tri-County Metropolitan Transportation District of Oregon | 0.014132 | | | Salem-Keizer School District No. 24J | 0.014048 | | | WASHINGTON MULTNOMAH & YAMHILL REGD B/E SCH BD 5.00000000 | 0.013939 | | | Multnomah (County of), OR, Series 2021 A, GO Bonds | 0.013304 | | | Tri-County Metropolitan Transportation District of Oregon | 0.012960 | | | Metro | 0.012355 | | | STATE OF OREGON | 0.011794 | | | PORTLAND COMMUNITY COLLEGE DISTRICT | 0.011628 | | | Washington & Multnomah Counties School District No. 48J Beaverton | 0.011584 | | | Metro, Series A | 0.011524 | | | Deschutes County Administrative School District No. 1 Bend-La Pine | 0.011387 | | | City of Bend | 0.011119 | | | Oregon State Lottery | 0.010953 | | | Washington & Clackamas Counties School District No. 23J Tigard-Tualatin | 0.010289 | | | County of Washington | 0.010247 | | | State of Oregon | 0.010246 | | | STATE OF OREGON | 0.010232 | | | State of Oregon | 0.010155 | | | Lane Community College | 0.010103 | | | County of Washington | 0.010089 | | | Deschutes County Administrative School District No. 1 Bend-La Pine | 0.009989 | | | City of Portland | 0.009954 | | | Deschutes County Administrative School District No. 1 Bend-La Pine | 0.009888 | | | Multnomah County School District No. 1, Series 2020, GO Bonds | 0.009749 | | | County of Washington | 0.009630 | | | State of Oregon | 0.008934 | | | State of Oregon, Series 2019A | 0.008921 | | | State of Oregon | 0.008907 | | | City of Portland, Series 2021A | 0.008682 | | | Washington & Multnomah Counties School District No. 48J Beaverton, Series 2017 C, GO Bonds | 0.008354 | | | Portland Community College District | 0.008191 | | | City of Portland | 0.008183 | | | City of Bend | 0.008095 | | | City of Beaverton Water Revenue | 0.007940 | | | City of Lake Oswego | 0.007914 | | | State of Oregon, Series A | 0.007863 | | | Linn & Benton Counties School District No. 8J Greater Albany | 0.007589 | | | City of Portland Sewer System, Series 2016A | 0.007086 | | | Multnomah (County of), OR, Series 2021 A, GO Bonds | 0.006993 | | | Multnomah County School District No. 1, Series 2020, GO Bonds | 0.006791 | | ## Sources - N-PORT (fund A) — accession `0000820892-26-000131` (as of 2026-02-28) - N-PORT (fund B) — accession `0001410368-26-033061` (as of 2026-01-31) --- _Informational only — not investment advice. 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