# Portfolio overlap — FOTAX vs SHORX Comparing **Nuveen Oregon Intermediate Municipal Bond Fund** (2026-02-28) and **Western Asset Oregon Municipals Fund** (2026-04-30). - Shared positions: 6 - Nuveen Oregon Intermediate Municipal Bond Fund covered by Western Asset Oregon Municipals Fund: 0.04013448519484925650714466797 - Western Asset Oregon Municipals Fund covered by Nuveen Oregon Intermediate Municipal Bond Fund: 0.04013448519484925650714466798 ## 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 | | ## 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 `0000820892-26-000131` (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 _