# Portfolio overlap — LSDFX vs FSMJX Comparing **Lord Abbett Short Duration Tax Free Fund** (2026-03-31) and **Fidelity SAI Conservative Income Municipal Bond Fund** (2026-01-31). - Shared positions: 18 - Lord Abbett Short Duration Tax Free Fund covered by Fidelity SAI Conservative Income Municipal Bond Fund: 0.04456341429166789536123904588 - Fidelity SAI Conservative Income Municipal Bond Fund covered by Lord Abbett Short Duration Tax Free Fund: 0.04456341429166789536123904589 ## Lord Abbett Short Duration Tax Free Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Refunding Subordinate First Series 2026 | 0.018473 | | | HLTH BAPTIST AL 2013B V7 | 0.016403 | ✓ | | Harris County Cultural Education Facilities Finance Corp | 0.014899 | | | NEW YORK NY REGD V/R B/E 2.55000000 | 0.014395 | | | MUNIBOND | 0.013804 | | | California Community Choice Financing Authority, Series A-2 | 0.013336 | | | Pennsylvania Higher Educational Facilities Authority | 0.012855 | | | MAIN STR NAT GA 0% 8/1/2052 | 0.012355 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.012298 | | | LOWER COLORADO RIVER TX AUTH R REGD V/R B/E 5.00000000 | 0.011949 | | | Central Plains Energy Project, Nebraska, Gas Project Revenue Bonds, Project 5, SOFR Series 2022-2 | 0.011869 | | | Town of Whitman MA | 0.011686 | | | COLORADO ST HLTH FACS AUTH REVENUE | 0.011611 | | | PINELLAS COUNTY SCHOOL BOARD | 0.011558 | | | UNIV OF NORTH CAROLINA NC AT C REGD V/R B/E 3.57590000 | 0.011549 | | | NY ST DORM AUTH-C | 0.011516 | | | TNDR OPT-FLTRS-003 | 0.010808 | | | Black Belt Energy Gas District, Series F | 0.009767 | | | Pennsylvania Turnpike Commission, Series 2026 | 0.009716 | | | PORT PORT ARTHUR TX NAV DIST VAR-MOTIVA ENTERPRISES PJ-A | 0.009380 | | | Los Angeles Department of Water & Power, Series 2025A | 0.008946 | | | Jersey City Redevelopment Agency, Bayfront Redevelopment Project, Series 2025A | 0.008779 | | | Borough of Ramsey NJ | 0.008752 | | | California Community Choice Financing Authority, Green Bond, Series 2022A-2 | 0.008730 | | | Town of Cumberland RI | 0.008688 | | | Main Street Energy, Inc., Series D | 0.008168 | | | ST LUKE'S HOSPITAL OBLIGATED GROUP FRN 08-15-38 | 0.008165 | | | OHIO ST HSG FIN AGY MF HSG REV REGD V/R B/E 3.35000000 | 0.008113 | | | Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2025A | 0.007924 | | | TX HAREDU 10/01/2051 | 0.007912 | | | Pennsylvania Turnpike Commission | 0.007681 | | | WA ST HSG FIN COMM-B3 | 0.007584 | | | Philadelphia Authority for Industrial Development | 0.007558 | ✓ | | NJ TRANSPRTN TRUST-A | 0.007464 | | | NASHVILLE & DAVIDSON | 0.007290 | | | New York City Transitional Finance Authority Future Tax Secured Revenue, Series 2026, RB | 0.007198 | | | MICHIGAN ST FIN AUTH REVENUE REGD B/E 4.00000000 | 0.007089 | | | MAIN STR NAT GA 5% 12/1/2052 MT | 0.006610 | ✓ | | Township of Millburn NJ | 0.006603 | | | State of Illinois, Series 2025C | 0.006334 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.006319 | | | NJ NJSEDU 07/01/2064 | 0.006315 | | | Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024A-1 | 0.006169 | | | MASS DEVEL FIN VAR MT | 0.006158 | | | State of Ohio, Series 2025A | 0.006150 | | | WA ST HLTH CAR 5% MT | 0.006090 | | | CHARLOTTE-MECKLENBURG NC HOSP REGD V/R B/E 5.00000000 | 0.005976 | | | TN TNSUTL 05/01/2053 | 0.005940 | | | Ohio (State of) Air Quality Development Authority (Ohio Valley Electric Corp.), Series 2014 A, RB | 0.005877 | | | State of Illinois, Series 2023D | 0.005789 | | ## Fidelity SAI Conservative Income Municipal Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Fidelity Municipal Cash Central Fund | 0.040616 | | | SAINT JAMES PARISH LA REVENUE PARISH OF ST JAMES LA | 0.023349 | | | Port of Port Arthur Navigation District | 0.019813 | | | DFW ARPT 5% 11/1/2026 @ | 0.017368 | | | Florida Insurance Assistance Interlocal Agency Inc | 0.014964 | ✓ | | AL SE ENERGY G=MO 2022-XG0410-NUV Q=MO D7 | 0.013948 | | | BRIGHTLINE FL PASSENGER RAIL 2024-XF1704-NUV E-AGM(RC)/RC D7@ | 0.012380 | | | ALBANY CITY NY 3/20/26 BAN | 0.012273 | | | MARICOPA AZ PUB SVC 09D V7 | 0.011275 | | | BINGHAMTON CITY NY 4/10/26 BAN | 0.011237 | | | Philadelphia Authority for Industrial Development | 0.010816 | ✓ | | BELLEVILLE TWP ESSEX CNTY NJ 7/7/26 BAN | 0.010678 | | | CA CMNTY CHOICE FIN AUTH 2022-XF3007-NUV Q=MO D7 | 0.010633 | | | Rib Floater Trust Various States | 0.010435 | | | CA MFH FOUNTAIN PK 2025-MIZ9233 MZ/MZ D35@ | 0.009190 | | | PRT ARTHR TX MTVA10E Q=SELF V7 | 0.009011 | | | MARICOPA AZ PUB SVC 09E V7 | 0.008864 | | | AL SE ENERGY G=MO 2022-XM1062-ALL Q=MO D7 | 0.008408 | | | MEADE CNTY KY INDL BLDG REVENU REGD V/R B/E AMT 3.10000000 | 0.008300 | | | PENNSYLVANIA ST ECON DEV FING AUTH SOLID WASTE DISPOSAL REV | 0.008082 | | | LYNCHBURG VA EDA CENTRA HLTH 2018-XL0075-NUV Q=JPMC BK D7 | 0.007912 | | | PA THO JFFRSN U 18D RFLOAT V7 | 0.007313 | ✓ | | Tender Option Bond Trust Receipts/Certificates | 0.007300 | | | LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY/FL V7 | 0.007147 | | | NATIONAL FN AT 4.25% MT@ | 0.007121 | | | WA ST HLTH CAR 5% 8/15/2029 | 0.006845 | | | PRT ARTHR TX MTVA10D Q=SELF V7 | 0.006843 | | | FL GT ORLANDO ARPT 2022-XM1093-ALL Q=JPMC BK D1@ | 0.006808 | | | NYC NY 5% 8/1/2026 | 0.006605 | | | AL NUCOR 03A V7@ | 0.006329 | | | REPUBLIC SERVICES INC (MPT) 3.45% 12-01-35 | 0.006257 | | | Tender Option Bond Trust Receipts/Certificates | 0.006094 | | | WASTE MANAGEMENT INC (MPT) 4.6% 10-01-46 | 0.005973 | | | LA CA AIRPT 5% 5/15/2027 @ | 0.005770 | | | COMMUNITY ROOTS HOUSING FOUNDATION 3.4% MT | 0.005668 | | | ORANGE TWP CITY ESSEX CNTY NJ 3/18/26 BAN | 0.005549 | | | REPUBLIC SERVICES INC (MPT) 3.45% 07-01-41 | 0.005542 | | | BLACK BELT ENERGY GAS VAR | 0.005524 | | | HUMBLE TX ISD 5% 2/15/2027 | 0.005505 | | | WASTE MANAGEMENT INC (MPT) 3.45% 12-01-44 | 0.005353 | | | WASTE MANAGEMENT INC (MPT) 3.875% 08-01-38 | 0.005098 | | | ITHACA CITY NY CITY OF ITHACA NY | 0.005085 | | | Tender Option Bond Trust Receipts/Certificates | 0.005058 | | | SULLIVAN WEST NY CSD 6/25/26 BAN | 0.005043 | | | MIAMI-DADE SLW 4.50% 11/1/2048 MT @ | 0.005024 | | | PENNSYLVANIA ST ECON DEV FING REGD V/R B/E AMT 4.00000000 | 0.004959 | | | TX ST MF HSG ROERS BOERNE 2023-MIZ9124 MZ/MZ D35 | 0.004956 | | | NEWARK NJ | 0.004909 | | | KY NUCOR 20A1 V1@ | 0.004904 | | | Tender Option Bond Trust Receipts/Certificates | 0.004869 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-056337` (as of 2026-03-31) - N-PORT (fund B) — accession `0000035402-26-002025` (as of 2026-01-31) --- _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 _