Fund comparison · from official SEC filings
ATBYX vs WMKMX: how much do they overlap?
Intermediate-Term Tax-Free Bond Fund and WesMark West Virginia Municipal Bond Fund
vs
Shared holdings
Company
ATBYX
WMKMX
O
OH COLMFH 4.82 11.01.2043COLUMBUS-FRANKLIN CO
0.04%
1.19%
C
CO COSHSG 4.48 03.01.2044CO HSG FIN-A-M-TEBS
0.07%
1.14%
T
TX TXSWTR 4 10.15.2044TEXAS ST WTR DEV BRD
0.36%
0.56%
Only in ATBYX
N
NE CENPWR 05.01.2054CENTRL PLAINS-A
0.75%
N
NJ ESSGEN 4 03.12.2027ESSEX CO IMPT AUTH
0.72%
I
IL ILS 5 11.01.2027ILLINOIS ST-D
0.69%
N
NE NESPWR 5 07.01.2028NE PUB PWR DT-B
0.63%
C
CO STH 5 04.01.2035STHRN UTE TRIBE-A
0.52%
N
NY BUIGEN 5 12.15.2031BUILD NYC-B-4
0.51%
H
HYDVANECK HIGH YIELD MUNI ETF
0.49%
P
PA PAS 5 04.01.2034PENNSYLVANIA CMWLTH
0.49%
M
MUBISHARES NATIONAL MUNI BOND E
0.48%
V
VTEBVANGUARD TAX-EXEMPT BOND ETF
0.48%
A
AL SEEPWR 5 10.01.2030SOUTHEAST ENERGY-E
0.44%
I
IA PEFUTL 5 04.01.2035PEFA INC-A-REF-REV
0.43%
G
GA MAIUTL 03.01.2050MAIN STREET NAT GAS-C
0.41%
N
NJ MONIMP 4 03.12.2027MONMOUTH CO IMPT AUTH
0.41%
O
OH OHSHGR 5 06.01.2035OHIO ST UNIV-A-REF
0.40%
C
CA HCHGEN 5 07.01.2045HASTINGS CAMPUS HSG-A
0.39%
A
AL BBEUTL 5 12.01.2034BLACK BELT ENRGY DT-B
0.38%
N
NJ NJSTRN 5 12.15.2035NJ TRANSPRTN TRUST-A
0.37%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.37%
I
IL ILS 5.12 12.01.2029ILLINOIS ST-A
0.36%
A
AL BBEUTL 11.01.2053BLACK BELT ENERGY GAS
0.34%
W
WA ENEPWR 5 07.01.2043ENERGY NORTHWEST-A
0.34%
M
MI MISMED 5 05.15.2033MI FIN AUTH-C-REF
0.34%
C
CT CTS 5 09.15.2034CONNECTICUT ST-A
0.32%
N
NC NCSGEN 5 03.01.2034NORTH CAROLINA ST
0.32%
Only in WMKMX
G
GOIXXFH GOVERNMENT OBLIGATION-IS
4.26%
W
WV OHIEDU 3 06.01.2033OHIO BOE
3.34%
W
WV HANEDU 05.01.2036HANCOCK CO BOE
2.59%
W
WV MONFAC 2 02.01.2034MONONGALIA CNTY WV BL
2.27%
W
WV MPSWTR 3 12.01.2036MASON CNTY PUBLIC SVC
2.09%
W
WV HAMFAC 4.25 01.01.2035HAMPSHIRE CNTY BLDG-A
1.93%
W
WV WVSSFH 4.15 11.01.2038W VIRGINIA ST HSG DEV
1.74%
W
WV WVSDEV 4.75 08.01.2029WV ECON-ST OFFC-A
1.57%
W
WV MOR 3 12.01.2040MORGANTOWN WV COMB UT
1.49%
W
WV WVSWTR 5 07.01.2034WV WTR DEV AUTH-A
1.32%
W
WV WVS 4 12.01.2042WEST VIRGINIA ST-B
1.31%
W
WV WVSMED 5.25 06.01.2043W VIRGINIA HOSP FIN-A
1.24%
W
WV WVSSFH 4.1 11.01.2033WV HSG DEV FUND-B
1.20%
W
WV MOUFAC 4 08.01.2037MOUNDSVILLE WV BLDG C
1.20%
W
WV WVS 5 12.01.2040WEST VIRGINIA ST-B
1.19%
W
WV WVSDEV 5 07.01.2032WV ECON DEV AUTH-A
1.19%
W
WV JFRFAC 4.88 07.01.2045JEFFERSON CO BLDG
1.18%
W
WV BERWTR 4 12.01.2039BERKELEY CO PUB SVC-C
1.17%
W
WV MOR 4 12.01.2029MORGANTOWN COMB UT-A
1.17%
W
WV WVSHGR 4 10.01.2037WEST VIRGINIA ST UNIV
1.17%
W
WV MOR 4 12.01.2031MORGANTOWN COMB UT-A
1.17%
W
WV WVSSFH 4.75 11.01.2045W VIRGINIA HSG DEV-A
1.16%
W
WV WVSMED 4 06.01.2029WEST VIRGINIA ST HOSP
1.16%
P
PA PASSFH 4.62 10.01.2045PA HSG FIN AGY-148A
1.16%
N
NY NYSHSG 4.8 11.01.2051NY ST HSG FIN AGY B-1
1.16%
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6% overlap
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6% overlap
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6% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.