# Portfolio overlap — HMJIX vs OSTAX Comparing **Hartford Municipal Short Duration Fund** (2026-01-31) and **JPMorgan Short-Intermediate Municipal Bond Fund** (2026-02-28). - Shared positions: 8 - Hartford Municipal Short Duration Fund covered by JPMorgan Short-Intermediate Municipal Bond Fund: 0.02868463138017284921780261480 - JPMorgan Short-Intermediate Municipal Bond Fund covered by Hartford Municipal Short Duration Fund: 0.02868463138017284921780261480 ## Hartford Municipal Short Duration Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MAIN STR NAT GA 4% 3/1/2050 | 0.022601 | | | TX TPK AUTH-A-UNREF | 0.022540 | | | State of Illinois, Series D | 0.020230 | | | PHILADELPHIA SD - A | 0.017110 | | | STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-30 | 0.014613 | ✓ | | NEW_HAVEN CT 5% 8/1/2030 | 0.014514 | | | State of Illinois, Series 2025B | 0.014324 | | | MINNEAPOLIS-ST PAUL METROPOLITAN AIRPORTS COMMISSION | 0.014246 | | | MTRO WA DC ARPT 5% 10/1/2029 @ | 0.014223 | | | TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX | 0.014173 | | | Southeast Energy Authority A Cooperative District | 0.014095 | | | CHICAGO IL MIDWAY ARPT REVENUE | 0.013939 | | | PORT OF SEATTLE WA REVENUE REGD N/C B/E AMT 5.00000000 | 0.013890 | | | LOWER AL GAS DIST GAS PROJ REV LOWER ALABAMA GAS DISTRICT/THE | 0.013763 | | | Southeast Alabama Gas Supply District/The | 0.013746 | | | MASSACHUSETTS ST SCH BLDG AUTH SALES TAX REVENUE | 0.013509 | | | N TX TOLLWAY AUTH REVENUE | 0.013458 | | | RESTRUCTURED-SER A1 | 0.013438 | ✓ | | INDIANAPOLIS IN LOCAL PUBLIC IMPT BOND BANK | 0.013414 | | | Wisconsin (State of) Public Finance Authority (Duke Energy Progress), Series 2022, Ref. RB | 0.013180 | | | MISSISSIPPI ST GAMING TAX REVENUE | 0.013162 | | | FIXED INC CLEARING CORP.REPO | 0.013053 | | | County of Allen | 0.012214 | | | SOUTH DAKOTA ST HSG DEV AUTH REGD B/E GNMA/FN 6.25000000 | 0.011776 | | | PROVIDENCE RI PUBLIC BLDGS AUTH REVENUE | 0.011726 | | | El Paso County Hospital District | 0.011449 | | | E MONTGOMERY IMPT DT | 0.011402 | | | SOUTHCENTRL PA GEN AUTH REVENUE | 0.011359 | ✓ | | MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH REVENUE | 0.011143 | | | WISCONSIN CTR 0% 12/15/2031 | 0.011068 | | | ALABAMA ST HSG FIN AUTH SF MTGE REVENUE | 0.010937 | | | BLACK BELT ENERGY GAS DIST AL GAS PROJECT REVENUE | 0.010915 | | | LANCASTER SD-A-REF | 0.010852 | | | NJ ST TRANSN TR FD | 0.010676 | | | Jefferson (County of), AL, Series 2024, Ref. RB | 0.010613 | | | IL ST SALES TAX-D-REF | 0.010596 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.010220 | | | RHODE ISLAND HLTH & EDUCTNL BLDG CORP PUBLIC SCHS REVENUE | 0.010031 | | | STHRN CA PUB PWR-A | 0.009829 | | | TEXAS ST MUNI GAS ACQUISITION& SPLY CORP III GAS SPLY REVEN | 0.009537 | | | RHODE IS ST STU 5% 12/1/2027 @ | 0.009526 | | | DALLAS TX HOTEL OCCUPANCY TAX REVENUE | 0.009262 | | | NORTH CAROLINA ST MED CARE COMMISSION RETMNT FACS REVENUE | 0.009234 | | | MTATRN 5 11/15/2030 | 0.008820 | | | AMERICAN MUNI PWR-OHIO INC OH REVENUE | 0.008609 | | | SHREVEPORT-REV-REF | 0.008586 | | | LOUISIANA PUB FACS AUTH REVENUE | 0.008585 | | | RI HLTH & EDUCTNL-C | 0.008516 | | | CHICAGO IL BRD OF EDU | 0.008353 | | | Black Belt Energy Gas District, Gas Project, Series 2022C-1 | 0.008318 | | ## JPMorgan Short-Intermediate Municipal Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | JPMorgan Institutional Tax Free Money Market Fund, Class IM | 0.053260 | | | WA ST HLTH CAR 5% 8/1/2049 MT | 0.018088 | | | TAMPA BAY WTR-A-RF/IM | 0.010830 | | | TX TMGUTL 01/01/2054 | 0.010108 | | | NORTH CAROLINA HSG FIN AGY HOM REGD B/E GNMA/FN 6.50000000 | 0.009846 | | | State of Ohio, Common School, Series 2023A | 0.009830 | | | MO HLTH & EDU FACS AU | 0.009535 | | | Comal Independent School District, Unlimited Tax | 0.009115 | | | TX DALAPT 11/01/2050 | 0.009046 | | | Chicago Midway International Airport, Senior Lien, Series 2023C | 0.008944 | | | TRIBOROUGH NY BRIDGE & TUNNEL REGD N/C B/E 5.00000000 | 0.008689 | | | STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-30 | 0.008249 | ✓ | | TN TGYPWR 12/01/2051 | 0.008072 | | | Pennsylvania State, General Obligation Bonds, First Series 2024 | 0.007892 | | | INDIANA ST FIN AUTH ENVRNMNTL REGD B/E 1.40000000 | 0.007873 | | | SAN ANTONIO-B-REV-REF | 0.007817 | | | CURATORS OF THE UNIV OF MISSOURI MO SYS FACS REVENUE | 0.007732 | | | EQUITABLE SCHOOL REVOLVING FUND LLC OBLIGATED GROUP 5.0% 11-01-28 | 0.007613 | | | GRAND PKWY TRANSPRTN | 0.007536 | | | NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT | 0.007512 | | | MASSACHUSETTS ST DEV FIN AGY REVENUE | 0.007202 | | | CYPRESS-FAIRBANKS ISD | 0.006677 | | | Arizona (State of) Sports & Tourism Authority, Series 2022, Ref. RB | 0.006642 | | | State of Connecticut, Series 2025D | 0.006598 | | | Springfield (City of), IL, Series 2024, Ref. RB | 0.006582 | | | Montgomery (County of), PA Industrial Development Authority (Constellation Energy Generation, LLC), Series 2023 B, Ref. RB | 0.006571 | | | Health Educational and Housing Facility Board of the City of Memphis (The), Arbors Hickory Ridge Project, Series 2012 | 0.006553 | | | SOUTHCENTRL PA GEN AUTH REVENUE | 0.006523 | ✓ | | NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT | 0.006521 | | | NEW MEXICO ST FIN AUTH ST TRANSPRTN REVENUE | 0.006512 | | | NJ TRANSPRTN-A-REF | 0.006493 | | | Cypress-Fairbanks Independent School District, Unlimited Tax | 0.006470 | | | MTRO WA DC ARPT 5% 10/1/2028 @ | 0.006413 | | | SOUTHEAST ENERGY AUTH VAR | 0.006330 | | | Cleveland County Educational Facilities Authority, Series 2021 | 0.006319 | | | ILLINOIS ST HSG DEV AUTH REVENUE | 0.006295 | | | Port Authority of New York and New Jersey, Consolidated, Series 246 | 0.006242 | | | WASTE MANAGEMENT INC (MPT) 4.6% 10-01-46 | 0.006055 | | | NJ TRANSPRTN-A-REF 5 6/31 | 0.005762 | | | Pennsylvania (Commonwealth of), Series 2024, GO Bonds | 0.005467 | | | Maricopa County Pollution Control Corp., Series A | 0.005360 | | | State of Illinois, Series 2024B | 0.005322 | | | County of Miami-Dade Water and Sewer System, Series 2025B | 0.005290 | | | MAIN STR NAT GA 5% MT | 0.005248 | | | HOUSTON TX UTILITY SYS REVENUE REGD N/C B/E 5.00000000 | 0.005238 | | | District of Columbia, Series 2025A | 0.005220 | | | Metropolitan Council, Series 2021 C, GO Bonds | 0.005184 | | | County of Miami-Dade Water and Sewer System, Series 2025B | 0.005162 | | | IRVING ISD-REF | 0.005097 | | | NORTH CAROLINA ST HSG FIN AGYM REGD V/R B/E 5.00000000 | 0.005085 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-030401` (as of 2026-01-31) - N-PORT (fund B) — accession `0002071691-26-009306` (as of 2026-02-28) --- _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 _