Fund comparison · from official SEC filings
DOGMX vs FORCX: how much do they overlap?
DFA Oregon Municipal Bond Portfolio and Nuveen Oregon Intermediate Municipal Bond Fund
vs
Shared holdings
Company
DOGMX
FORCX
O
OR ORSFAC 08.01.2034OR FACS AUTH-B-REF
0.38%
1.53%
O
OR MARSCD 5 06.15.2033MARION ETC SD #24J
0.64%
0.89%
O
OR PORHGR 5 06.15.2038PORTLAND COMNTY CLG D
0.28%
0.69%
O
OR CLASCD 5 06.15.2044CLACKAMAS CO OR SD-B
0.39%
0.57%
O
OR CLASCD 5 06.15.2032CLACKAMAS SD #12
0.46%
0.24%
O
OR SALMED 5 05.15.2031SALEM HOSP-A-REF
0.36%
0.43%
Only in DOGMX
O
OR ORS 5 06.01.2032OREGON ST-C
2.30%
O
OR ORSTRN 5 11.15.2031OREGON ST DEPT -A
1.92%
O
OR ORSGEN 5 04.01.2043OR ST DEPT OF AD SVCS
1.85%
O
OR MULSCD 5 06.15.2030MULTNOMAH CO SD #1J
1.68%
O
OR CLAHGR 5 06.15.2028CLACKAMAS CMNTY CLG
1.61%
O
OR CLAHGR 5 06.15.2043CLACKAMAS CMNTY CLG
1.58%
O
OR MTHHGR 5 06.15.2026MT HOOD CMNTY CLG DT
1.53%
O
OR ORSTRN 5 11.15.2026OR DEPT TRANS-A
1.53%
O
OR ORS 5 06.01.2035OREGON ST-C
1.46%
O
OR PORGEN 5 05.01.2038PORTLAND -B
1.45%
O
OR TCYTRN 5 09.01.2034TRI-CNTY OR MET TRANS
1.44%
O
OR MARSCD 5 06.15.2027SALEM ETC SD #24J-B
1.44%
O
OR WASSCD 5 06.15.2028WASHINGTON ETC SD #1J
1.42%
O
OR UNOHGR 5 04.01.2045UNIV OF OREGON-A-REF
1.39%
O
OR MUL 5 06.15.2029MULTNOMAH CO-A
1.35%
O
OR TCYTRN 5 09.01.2038TRI-CNTY OR MET TRANS
1.33%
O
OR MTR 5 06.01.2033METRO
1.24%
O
OR ORS 5 05.01.2032OREGON-F-ARTICLE XI-Q
1.21%
O
OR PORHGR 5 06.15.2033PORTLAND CMNTY CLG
1.19%
O
OR MTR 4 06.01.2033METRO-A
1.17%
O
OR DESSCD 5 06.15.2026BEND LA PINE SD #1
1.17%
O
OR WASSCD 5 06.15.2037BEAVERTON SD #48J-B
1.16%
O
OR BEN 5 06.01.2041BEND
1.13%
O
OR ORSGEN 5 04.01.2042OREGON ST ADMIN-A
1.11%
O
OR WAS 4 03.01.2030WASHINGTON CNTY OR
1.06%
Only in FORCX
O
OR ORSTRN 4 11.15.2039OREGON ST DEPT OF -A
2.36%
O
OR ORSHSG 01.01.2051OR ST HSG CMNTY SER-D
2.13%
O
OR ORSHGR 07.01.2046OREGON ST HLTH & SCIE
1.86%
O
OR WAS 5 06.01.2042WASHINGTON COUNTY
1.82%
O
OR ORSFAC 4.12 11.15.2032OREGON FACS AUTH HLTH
1.70%
O
OR LANSCD 4 06.15.2035LANE CO SD #4J
1.69%
O
OR PTPAPT 5 07.01.2029PORTLAND PORT
1.69%
O
OR ORSGEN 5 04.01.2043OREGON ST-A-REV
1.42%
O
OR PTPAPT 5 07.01.2034PORTLAND PORT-28-AMT
1.41%
O
OR PORWTR 4 04.01.2035PORTLAND -A-WTR -REF
1.32%
O
OR BNNSCD 5 06.15.2027BENTON ETC SD #509J-A
1.24%
O
OR ORSGEN 5 04.01.2044OREGON ST-A-REV
1.14%
O
OR PTPAPT 5 07.01.2037PORT OF PORTLAND-30A
1.12%
O
OR WASSCD 0 06.15.2044BANKS SD#13-CABS-A
1.11%
O
OR MTR 4 06.01.2034METRO-A
1.11%
O
OR PORWTR 4 04.01.2033PORTLAND WTR SYS-A
1.07%
O
OR WASSCD 5 06.15.2035WASHINGTON SD #48J-C
1.04%
O
OR ORSFAC 5 04.01.2038OREGON FACS AUTH-A
1.01%
O
OR SALMED 5 05.15.2032SALEM HOSP FAC-A-REF
1.00%
O
OR MARSCD 5 06.15.2035SALEM ETC SD #24J-B
0.98%
O
OR SAI 4 08.01.2041ST HELENS
0.98%
O
OR BVRWTR 5 04.01.2040BEAVERTON OR WTR REV
0.96%
O
OR BVRWTR 4 04.01.2036BEAVERTON -WTR REV
0.95%
O
OR DESSCD 5 06.15.2041DESCHUTES CO ADMIN #1
0.94%
O
OR ORSFAC 5 04.01.2040OREGON FACS AUTH-A
0.93%
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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.