Fund comparison · from official SEC filings
LMIAX vs MBMAX: how much do they overlap?
Columbia Massachusetts Intermediate Municipal Bond Fund and MFS Massachusetts Municipal Bond Fund
vs
Shared holdings
Company
LMIAX
MBMAX
M
MA MASDEV 4 01.01.2031MA DEV FIN AGY-REF
2.27%
0.12%
M
MA MASWTR 5 02.01.2043MA CLEAN WTR TRST-26B
1.66%
0.27%
M
MA MASTRN 5 07.01.2038MASSACHUSETTS ST PORT
1.55%
0.30%
M
MA MASDEV 5 07.01.2037MASSACHUSETTS ST DEV
1.50%
0.25%
M
MA MASDEV 5 07.01.2035MA DEV FIN AUTH-REF
1.32%
0.24%
Only in LMIAX
M
MA MASTRN 0 07.01.2032MA BAY TRANS-A-REF
6.25%
M
MA MASHGR 0 05.01.2028MA CLG BLDG SR-CAB- A
5.63%
M
MA MAS 5 12.01.2030MASSACHUSETTS ST-I
4.53%
M
MA MASTRN 0 07.01.2029MA BAY TRANS-A-REF
4.08%
M
MA MASDEV 5 10.01.2036MASSACHUSETTS ST DEV
2.40%
M
MA MASDEV 5 11.15.2033MA DEV FIN AGY-LINDEN
2.31%
M
MA MASDEV 4 10.01.2032MA DEV FIN AGY-REF
2.22%
M
MA MASDEV 5 10.01.2033MASSACHUSETTS ST DEV
1.81%
M
MA MASDEV 5 10.01.2036MA DEV FIN AGY-R-REF
1.77%
M
MA MASWTR 5 02.01.2037MA CLEAN WTR TRUST-27
1.74%
M
MA MASDEV 05.15.2055MA ST DEV FIN AGY-A-2
1.73%
M
MA MASDEV 5 10.01.2038MA DEV FIN AGY-B-1
1.69%
M
MA MASDEV 5 07.01.2039MA DEV FIN AGY-REF
1.68%
M
MA MASDEV 4 10.01.2037MASSACHUSETTS ST DEV
1.67%
M
MA MASWTR 5 08.01.2040MA WTR RESOURCES-C
1.66%
M
MA MAS 5 03.01.2039MASSACHUSETTS ST-A
1.66%
M
MA MASDEV 5 10.01.2041MA DEV FIN AGY-A-REF
1.65%
M
MA MAS 5 08.01.2041MASSACHUSETTS CMN-D
1.65%
M
MA BOS 5 02.01.2042BOSTON-A
1.65%
M
MA MAS 5 08.01.2040MASSACHUSETTS-C-REF
1.64%
M
MA MAS 5 05.01.2040MA ST-A
1.64%
M
MA MASDEV 5 07.01.2042MA DEV FIN AGY-D-REF
1.62%
M
MA MASDEV 5 07.01.2037MA ST DEV FIN -J1
1.59%
M
MA MASDEV 5 10.01.2032MA ST DEV FIN AGY
1.58%
M
MA MASDEV 5 10.01.2035MA DEV FIN AGY-R-REF
1.57%
Only in MBMAX
?
—MFS Institutional Money Market Portfolio
1.68%
M
MA MASDEV 5 07.01.2042MA DEV FIN AGY-N-REF
1.37%
M
MA MASTRN 5 06.01.2048MA CMWLTH-A
1.30%
M
MA MASDEV 5.25 07.01.2050MA DEV FIN AGY-N-1
1.24%
M
MA MASWTR 5 02.01.2048MA CLEAN WTR TRUST-27
1.05%
M
MA MASTRN 5.25 07.01.2055MA ST BAY AUTH-SER B
1.04%
M
MA MAS 5 08.01.2049MA CMNWLTH-F
1.03%
M
MA MASEDU 5 02.15.2044MASSACHUSETTS ST SCH
1.03%
M
MA MASEDU 5 02.15.2050MA SCH BLDG AUTH-A
1.02%
M
MA MASTRN 5 06.01.2053MASS CMNWLTH-A
1.02%
M
MA TRIHGR 4 06.01.2044TRI-CO REGL VOTECH SD
0.96%
M
MA MASDEV 4 10.01.2045MASSACHUSETTS ST DEV
0.91%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
0.90%
M
MA MASDEV 5.25 11.01.2051MA DEV FIN AGY-G-REF
0.89%
M
MA MASTRN 5 07.01.2042MASSACHUSETTS PORT-A
0.89%
M
MA MASDEV 4.25 07.01.2055MA DEV FIN AGY-REF
0.89%
M
MA TIS 3 08.15.2052TISBURY TWN
0.88%
M
MA MASHSG 5.5 12.01.2052MA HSG FIN AGY-225
0.87%
M
MA MASTRN 5.25 07.01.2047MA ST BAY AUTH-SER B
0.80%
M
MA MASEDU 3.75 07.01.2047MA EDUCTNL FING AUTH
0.79%
M
MA WAK 5 08.15.2050WAKEFIELD TWN
0.78%
M
MA MASDEV 5 10.01.2038MASSACHUSETTS ST DEV
0.78%
M
MA MASDEV 5.25 03.01.2054MA DEV FIN AGY -T
0.77%
M
MA MASTRN 5 06.01.2049MASS CMNWLTH-B
0.77%
M
MA MASDEV 5 07.01.2048MA ST DEV FIN -J2
0.77%
Hold LMIAX and MBMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
MBMAX vs MBSCXMFS South Carolina Municipal Bond Fund
11% overlap
MBMAX vs MBNCXMFS North Carolina Municipal Bond Fund
11% overlap
MBMAX vs MARLXMFS Arkansas Municipal Bond Fund
10% overlap
MBMAX vs MBVAXMFS Virginia Municipal Bond Fund
9% overlap
MBMAX vs MBMDXMFS Maryland Municipal Bond Fund
9% overlap
MBMAX vs MBNYXMFS New York Municipal Bond Fund
9% 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.