# Portfolio overlap — FORIX vs SHORX Comparing **Franklin Oregon Tax-Free Income Fund** (2026-02-28) and **Western Asset Oregon Municipals Fund** (2026-04-30). - Shared positions: 12 - Franklin Oregon Tax-Free Income Fund covered by Western Asset Oregon Municipals Fund: 0.07376408380970378888234033616 - Western Asset Oregon Municipals Fund covered by Franklin Oregon Tax-Free Income Fund: 0.07376408380970378888234033615 ## Franklin Oregon Tax-Free Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | OREGON ST FACS AUTH REVENUE | 0.047414 | | | OR ST FACS 5% 6/1/2046 | 0.032187 | ✓ | | Multnomah-Clackamas Counties Centennial School District No. 28JT, Series 2020 | 0.031453 | | | State of Oregon, Series 2019 A | 0.030706 | | | OREGON ST HLTH & SCIENCE UNIV REVENUE | 0.030533 | | | State of Oregon Housing & Community Services Department, Series 2022 II-1 | 0.026218 | | | Washington & Multnomah Counties School District No. 48J Beaverton, Series 2022 B | 0.024933 | | | Multnomah County School District No. 1J Portland, Series 2026 | 0.024792 | | | PORTLAND OR SWR SYS REVENUE | 0.022403 | | | PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.021791 | ✓ | | SALEM OR HOSP FAC AUTH REVENUE REGD B/E 5.00000000 | 0.021218 | | | WASHINGTON SD #48J-D | 0.019252 | | | Port of Portland, Series 29 | 0.017645 | | | Clackamas County School District No. 12 North Clackamas, Series 2017 A | 0.017417 | | | Deschutes County Hospital Facility Authority, Oregon, Hospital Revenue Bonds, Saint Charles Health System, Inc., Series 2016A | 0.017206 | | | OREGON ST HLTH & SCIENCE UNIV REVENUE | 0.015747 | | | Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 2025 | 0.014763 | | | SAMARITAN HEALTH SERVICES INC OBLIGATED GROUP 5.0% 10-01-40 | 0.014165 | | | Metro Oregon - Clackamas, Multnomah, and Washington Counties, Series 2025 | 0.013621 | | | Port of Portland, Series 29-A | 0.013610 | | | Oregon State Facilities Authority, Series 2025 A | 0.012889 | | | Multnomah County School District No. 1J Portland, Series 2023 | 0.012820 | | | Public Finance Authority, Series 2025 A-2 | 0.012782 | | | UNIV OF OREGON OR GEN REVENUE | 0.012628 | | | OREGON ST HLTH & SCIE | 0.012581 | | | MEDFORD OR HOSP FACS AUTH REVENUE | 0.012246 | | | Metro, Series 2017 | 0.011560 | ✓ | | County of Yamhill, Series 2020 A | 0.011223 | | | OR MFDMED 5 08/15/2045 | 0.010602 | ✓ | | Clackamas County School District No. 46 Oregon Trail | 0.010214 | | | Clackamas County School District No. 46 Oregon Trail | 0.010015 | | | Public Finance Authority, Series 2024 A-2 | 0.009697 | | | Oregon State Facilities Authority, Series 2016 A | 0.009688 | | | Port of Portland, Series 24 B | 0.009571 | | | Salem-Keizer School District No. 24J, Series 2009 B | 0.009421 | | | Capital Trust Authority, Series 2024 | 0.008912 | | | County of Yamhill, Series 2020 A | 0.008807 | | | Forest Grove, Oregon, Campus Improvement Revenue Bonds, Pacific University Project, Refunding Series 2015A | 0.008149 | | | Astoria, OR Hospital Fac. Auth. Rev. (Columbia Memorial Hospital) | 0.008105 | | | Port of Portland, Series 25 B | 0.007893 | ✓ | | Salem-Keizer School District No. 24J, Series 2020 C | 0.007680 | | | THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND | 0.007545 | | | COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-49 | 0.006896 | | | MEDFORD OR HOSP FACS AUTH REVE REGD B/E AG 4.00000000 | 0.006647 | | | Port of Portland, Series 27 A | 0.006647 | | | Tri-County Metropolitan Transportation District, Oregon, Capital Grant Receipt Revenue Bonds, Series 2018A | 0.006527 | | | Washington & Clackamas Counties School District No. 23J Tigard-Tualatin, Series 2017 | 0.006429 | | | WASHINGTON SD #48J-D | 0.006385 | | | Metropolitan Transportation Authority, Series 2021, RB | 0.006175 | | | Port of Portland, Series 25 B | 0.006152 | | ## 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 `0002071691-26-008634` (as of 2026-02-28) - N-PORT (fund B) — accession `0000940400-26-024953` (as of 2026-04-30) --- _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 _