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Fund comparison · from official SEC filings

BFWFX vs MGBOX: how much do they overlap?

Capital World Bond Fund and MFS Global Opportunistic Bond Fund
Holdings overlap
4%
of assets, by weight
Shared positions
101
of 2,267 / 774 holdings
BFWFX expense ratio
0.59%
net, per year
MGBOX expense ratio
0.61%
net, per year
Shared holdings
Company
BFWFX
MGBOX
B
BTPS 1.45 03.01.36 16YBUONI POLIENNALI DEL TES
0.04%
2.39%
U
UKT 4.5 03.07.35UNITED KINGDOM GILT
0.04%
2.11%
B
BNTNF 10 01.01.35 NTNFNOTA DO TESOURO NACIONAL
0.76%
1.83%
T
T 3.875 05.15.43US TREASURY N/B
0.10%
1.60%
S
SAGB 8.75 02.28.48 2048REPUBLIC OF SOUTH AFRICA
0.07%
1.07%
C
CGB 3.13 11.21.29 INBKCHINA GOVERNMENT BOND
0.12%
1.02%
P
PERUGB 6.85 08.12.35BONOS DE TESORERIA
0.01%
0.87%
B
BTPS 4.1 04.30.46 20YBUONI POLIENNALI DEL TES
0.01%
0.85%
F
FRTR 3.25 05.25.55 OATFRANCE (GOVT OF)
0.00%
0.66%
F
F 5.73 09.05.30FORD MOTOR CREDIT CO LLC
0.65%
0.05%
G
GGB 3.375 06.16.36HELLENIC REPUBLIC
0.05%
0.61%
F
FRTR 4.1 05.25.46 OATFRANCE (GOVT OF)
0.01%
0.53%
?
—N/A
-0.21%
0.52%
J
JGB 2.4 03.20.55 86JAPAN (30 YEAR ISSUE)
0.04%
0.51%
S
SPGB 3.9 07.30.39BONOS Y OBLIG DEL ESTADO
0.05%
0.50%
G
GGB 4.125 06.15.54HELLENIC REPUBLIC
0.06%
0.44%
B
BTPS 4.3 10.01.54 30YBUONI POLIENNALI DEL TES
0.40%
0.43%
M
MBONO 7.5 05.26.33 MMEX BONOS DESARR FIX RT
0.02%
0.40%
J
JGB 0.7 12.20.51 73JAPAN (30 YEAR ISSUE)
0.21%
0.33%
S
SAMMIN 9.5 06.30.31 REGSSAMARCO MINERACAO SA
0.32%
0.17%
K
KSA 4.875 01.12.36 144ASAUDI INTERNATIONAL BOND
0.08%
0.31%
F
FAIRIC 6 05.15.33 144AFAIR ISAAC CORP
0.01%
0.28%
A
AM 5.75 07.01.34 144AANTERO MIDSTREAM PART/FI
0.00%
0.27%
P
PBH 3.75 04.01.31 144APRESTIGE BRANDS INC
0.01%
0.26%
Q
QUIKHO 6.375 03.01.32 144AQUIKRETE HOLDINGS INC
0.00%
0.26%
Only in BFWFX
C
CMQXXCAPITAL GROUP CNTRL CSH-M
8.96%
T
T 3.625 08.31.27US TREASURY N/B
1.77%
T
T 3.875 06.30.30US TREASURY N/B
1.63%
P
PEMEX 6.84 01.23.30PETROLEOS MEXICANOS
1.60%
K
KTB 3.25 12.10.35 3512KOREA TREASURY BOND
1.44%
T
T 4.125 02.15.36US TREASURY N/B
1.24%
F
FNCL 3.5 4.11FNCL 3.5 4/11
0.98%
P
PERUGB 7.6 08.12.39BONOS DE TESORERIA
0.96%
J
JGB 0.1 09.20.28 352JAPAN (10 YEAR ISSUE)
0.80%
E
EU 3.375 12.12.35 UFAEUROPEAN UNION
0.80%
K
KTB 4.25 12.10.32 3212KOREA TREASURY BOND
0.79%
T
TCV 5.5 09.15.39TREASURY CORP VICTORIA
0.78%
F
FRTR 0 11.25.30 OATFRANCE (GOVT OF)
0.76%
E
EU 3.625 12.12.40 UFAEUROPEAN UNION
0.73%
C
CZGB 4.5 11.11.32 154CZECH REPUBLIC
0.57%
J
JGB 2.1 12.20.35 381JAPAN (10 YEAR ISSUE)
0.55%
J
JGB 2.4 03.20.45 192JAPAN (20 YEAR ISSUE)
0.55%
T
T 4.625 04.30.29US TREASURY N/B
0.50%
U
UKT 1 01.31.32UNITED KINGDOM GILT
0.50%
H
HGB 3 08.21.30 30.AHUNGARY GOVERNMENT BOND
0.49%
B
BLTN 0 01.01.30 LTNLETRA TESOURO NACIONAL
0.45%
C
CAN 3.5 03.01.28CANADIAN GOVERNMENT
0.44%
F
FNCL 4 5.11FNCL 4 5/11
0.43%
C
COLTES 12.5 02.27.30 BTITULOS DE TESORERIA
0.43%
S
SWCH 2025-DATA ASWCH 2025-DATA A
0.41%
Only in MGBOX
U
UKT 4 10.22.31UNITED KINGDOM GILT
3.44%
?
—MFS Institutional Money Market Portfolio
2.31%
C
CGB 2.88 02.25.33 INBKCHINA GOVERNMENT BOND
1.80%
C
CGB 1.43 01.25.30 INBKCHINA GOVERNMENT BOND
1.79%
K
KTB 2.5 09.10.30 3009KOREA TREASURY BOND
1.63%
C
CAN 2.25 02.01.28CANADIAN GOVERNMENT
1.61%
K
KTB 1.5 12.10.30 3012KOREA TREASURY BOND
1.43%
F
FRTR 2.7 02.25.31 OATFRANCE (GOVT OF)
1.04%
K
KTB 1.875 06.10.29 2906KOREA TREASURY BOND
0.95%
C
CAN 1.5 12.01.31CANADIAN GOVERNMENT
0.60%
N
NZGB 4.5 05.15.30 0530NEW ZEALAND GOVERNMENT
0.60%
J
JGB 0.4 03.20.50 66JAPAN (30 YEAR ISSUE)
0.57%
T
T 4.25 05.15.35US TREASURY N/B
0.53%
C
CZGB 5.3 09.19.35 162CZECH REPUBLIC
0.52%
F
FRTR 3.5 11.25.35 OATFRANCE (GOVT OF)
0.52%
A
ACGB 2.75 05.21.41 156AUSTRALIAN GOVERNMENT
0.51%
C
CGB 1.83 08.25.35 INBKCHINA GOVERNMENT BOND
0.48%
C
CGB 1.63 10.25.30 INBKCHINA GOVERNMENT BOND
0.40%
N
NZGB 1.5 05.15.31 0531NEW ZEALAND GOVERNMENT
0.39%
B
BCC 2021.7A BRBCC 2021-7A BR
0.37%
F
FR SD8213FR SD8213
0.35%
B
BTPS 2.85 02.01.31 5YBUONI POLIENNALI DEL TES
0.35%
U
URUGUA 8 10.29.35REPUBLICA ORIENT URUGUAY
0.32%
T
TCW 2020.1A BR3TCW 2020-1A BR3
0.31%
C
CLH 6.375 02.01.31 144ACLEAN HARBORS INC
0.30%
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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.