Fund comparison · from official SEC filings
MARLX vs MBWVX: how much do they overlap?
MFS Arkansas Municipal Bond Fund and MFS West Virginia Municipal Bond Fund
vs
Shared holdings
Company
MARLX
MBWVX
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
1.65%
2.13%
?
—MFS Institutional Money Market Portfolio
0.72%
1.61%
A
AR LITSCD 3 02.01.2048LITTLE ROCK SD-A-BAM
0.41%
0.75%
C
CA CCEDEV 01.01.2054CA CMNTY CHOICE FING
0.62%
0.72%
N
NY NYCDEV 5 11.15.2044NY LIBERTY DEV CORP-1
0.27%
0.71%
A
AL SEEPWR 01.01.2054SOUTHEAST ENERGY AUTH
0.57%
0.65%
W
WI PUBTRN 5.75 12.31.2065PUB FIN AUTH-AMT
0.43%
0.45%
I
IL CHI 5.5 01.01.2040CHICAGO - SER A
0.39%
0.42%
P
PR PRCGEN 0 07.01.2031PR SALES TAX FING-A1
0.36%
0.42%
P
PR PRCGEN 0 07.01.2033PR SALES TAX FING-A1
0.31%
0.37%
G
GU GMSUTL 5 01.01.2046GUAM GOVT WTRWKS AUTH
0.36%
0.22%
N
NH NFADEV 4.38 09.20.2036NATIONAL FIN AUTH
0.30%
0.34%
V
VA VASDEV 3 01.01.2041VA SMALL BUS FING AUT
0.29%
0.32%
O
OH BUCGEN 5 06.01.2055BUCKEYE OH TOBACCO-B2
0.28%
0.31%
I
IL BRI 5.14 12.01.2036BRIDGEVIEW-TXB-STADIU
0.25%
0.30%
V
VI VGNFAC 6 12.01.2055VI HOTEL DEV FIN-A-1
0.28%
0.29%
C
CA GLDGEN 3.85 06.01.2050GOLDEN ST TOBACCO SEC
0.21%
0.24%
I
IL CHIEDU 5.75 04.01.2048CHICAGO BOE
0.20%
0.22%
I
IL ILS 5.5 05.01.2039ILLINOIS ST
0.09%
0.21%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.17%
0.19%
G
GU GMSUTL 5 01.01.2050GUAM GOVT WTRWKS AUTH
0.15%
0.17%
P
PR PRC 4 07.01.2046RESTRUCTURED-SER A1
0.13%
0.15%
P
PR PRC 11.01.2043CVI-SUBSER CW NT
0.11%
0.13%
O
OH BUCGEN 4 06.01.2048BUCKEYE TOBACCO-A-2
0.11%
0.13%
W
WI PUBFIN 6.25 08.01.2027PUBLIC FIN AUTH-A
0.09%
0.11%
Only in MARLX
A
AR LITFAC 5 07.01.2034LITTLE ROCK-HOTEL TX
2.17%
A
AR SPRMED 5 03.01.2040SPRINGDALE PUB FAC BR
2.04%
A
AR ARSDEV 5 06.01.2034AR DEV FIN AUTH-REF
1.88%
A
AR ARSHGR 4.5 03.01.2031AR ST UNIV-REF
1.81%
A
AR ARSDEV 0 07.01.2027AR DEV TOBACCO CANCER
1.71%
A
AR BAT 4 02.01.2047BATESVILLE-B
1.52%
A
AR UNVHGR 5 04.01.2047ARKANSAS UNIV BRD-A
1.49%
A
AR UNVHGR 5 11.01.2047ARKANSAS UNIV BRD -A
1.49%
A
AR FAYGEN 5 11.01.2034FAYETTEVILLE HOTEL
1.45%
A
AR ARSDEV 5 09.01.2044ARKANSAS DEV FIN AUTH
1.44%
A
AR NLRSCD 2 02.01.2027N LITTLE ROCK SD #1
1.43%
A
AR ARSDEV 5 02.01.2038AR DEV FIN AUTH
1.37%
A
AR SPRGEN 4.12 08.01.2050SPRINGDALE-B
1.32%
A
AR TEXUTL 4.12 09.01.2049TEXARKANA PUB FAC BRD
1.31%
A
AR UNVHGR 5 12.01.2045UNIV OF ARKANSAS AR-A
1.27%
A
AR HOTWTR 3.75 10.01.2043HOT SPRINGS WTR
1.23%
A
AR CWYWTR 4.38 05.01.2054CONWAY CO REGNL DT-B
1.22%
A
AR ARSDEV 5 02.01.2033AR DEV FIN AUTH-A
1.19%
A
AR ARSSFH 5.5 01.01.2056ARKANSAS DEV FIN-B
1.16%
A
AR UNIVHG 5 11.01.2043UNIV OF ARKANSAS-A
1.11%
A
AR ARSSFH 5 01.01.2055ARKANSAS DEV AUTH-C
1.11%
A
AR CWYWTR 4.25 05.01.2049CONWAY CO REGNL DT-B
1.05%
A
AR CTRGEN 4 11.01.2044CENTERTON
1.04%
A
AR HOTWTR 4.25 10.01.2047HOT SPRINGS -REF -REV
1.02%
A
AR OSCPWR 4.25 08.01.2053OSCEOLA -REV-A
1.00%
Only in MBWVX
W
WV WVS 5 06.01.2044WEST VIRGINIA ST-A
2.50%
W
WV MOR 5 12.01.2043MORGANTOWN COMB UTIL
2.50%
W
WV WVSHGR 5 10.01.2049WEST VIRGINIA ST UNIV
2.47%
W
WV WVSMED 4 06.01.2051WV HOSP-A-AG
2.36%
W
WV WVSMED 5 09.01.2039WEST VIRGINIA ST HOSP
1.85%
W
WV WVSWTR 5 11.01.2033WV WTR DEV-AII-REF
1.81%
W
WV WVS 5 06.01.2031WEST VIRGINIA ST -A
1.59%
W
WV WHEUTL 4 06.01.2051WHEELING-A
1.57%
W
WV MARHGR 4 05.01.2050MARSHALL UNIV-A-REF
1.55%
W
WV FAIHGR 5 06.01.2032FAIRMONT UNIV-A-REF
1.40%
W
WV WVSDEV 5.25 01.01.2030WV ECON-B-STATE OFFC
1.37%
W
WV WVSDEV 5 07.01.2042WV ECON DEV-A-1-REF
1.28%
W
WV WVSMED 5.5 09.01.2048W VIRGINIA ST H-SER B
1.28%
W
WV OHIGEN 5.5 06.01.2054OHIO CO COMM-A
1.27%
W
WV WHEUTL 5.25 06.01.2050WHEELING-B
1.26%
W
WV WVSDEV 5 07.01.2038WV ECON DEV AUTH-A
1.26%
W
WV WVS 5 12.01.2043WEST VIRGINIA ST-A
1.26%
W
WV WVSEDU 3 07.01.2033WEST VIRGINIA ST SCH
1.25%
W
WV BEREDU 4 06.01.2037BERKELEY CO BOE
1.24%
W
WV WVSSFH 4.62 11.01.2042W VIRGINIA HSG DEV
1.24%
W
WV WVSSFH 4.6 11.01.2043WV HSG DEV FD-D
1.23%
W
WV WVSMED 5 06.01.2042WEST VIRGINIA HOSP-A
1.23%
W
WV WVSSFH 4.8 11.01.2048WV HSG DEV FD-D
1.22%
W
WV WVSSFH 4.7 11.01.2044WV HSG DEV FUND-B
1.22%
W
WV WOOEDU 4 06.01.2039WOOD CO BOE
1.22%
Hold MARLX and MBWVX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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MARLX vs MBSCXMFS South Carolina Municipal Bond Fund
11% 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.