Fund comparison · from official SEC filings
MBABX vs MBWVX: how much do they overlap?
MFS Alabama Municipal Bond Fund and MFS West Virginia Municipal Bond Fund
vs
Shared holdings
Company
MBABX
MBWVX
?
—MFS Institutional Money Market Portfolio
2.32%
1.61%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
1.08%
2.13%
A
AR LITSCD 3 02.01.2048LITTLE ROCK SD-A-BAM
0.67%
0.75%
A
AL BBEUTL 02.01.2053BLACK BELT ENERGY GAS
0.64%
0.72%
C
CA CCEDEV 01.01.2054CA CMNTY CHOICE FING
0.62%
0.72%
N
NY NYCDEV 5 11.15.2044NY LIBERTY DEV CORP-1
0.37%
0.71%
N
NY NYTTRN 5.25 06.30.2060NEW YORK ST TRANSPRTN
0.47%
0.54%
P
PR PRCGEN 4.78 07.01.2058RESTRUCTURED-SER A-2
0.53%
0.04%
W
WI PUBTRN 5.75 12.31.2065PUB FIN AUTH-AMT
0.42%
0.45%
A
AL SEEPWR 5 11.01.2035SE ENERGY AUTH-A
0.44%
0.39%
I
IL CHI 5.5 01.01.2040CHICAGO - SER A
0.38%
0.42%
P
PR PRCGEN 0 07.01.2031PR SALES TAX FING-A1
0.29%
0.42%
P
PR PRCGEN 0 07.01.2033PR SALES TAX FING-A1
0.26%
0.37%
N
NH NFADEV 4.38 09.20.2036NATIONAL FIN AUTH
0.31%
0.34%
V
VA VASDEV 3 01.01.2041VA SMALL BUS FING AUT
0.29%
0.32%
I
IL BRI 5.14 12.01.2036BRIDGEVIEW-TXB-STADIU
0.21%
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
0.22%
0.24%
I
IL CHIEDU 5.75 04.01.2048CHICAGO BOE
0.19%
0.22%
G
GU GMSUTL 5 01.01.2046GUAM GOVT WTRWKS AUTH
0.17%
0.22%
I
IL ILS 5.5 05.01.2039ILLINOIS ST
0.18%
0.21%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.20%
0.19%
P
PR PRC 5.75 07.01.2031RESTRUCTURED-SER A1
0.18%
0.06%
G
GU GMSUTL 5 01.01.2050GUAM GOVT WTRWKS AUTH
0.14%
0.17%
P
PR PRC 4 07.01.2046RESTRUCTURED-SER A1
0.15%
0.15%
Only in MBABX
A
AL AUBHGR 5 06.01.2048AUBURN UNIV GEN FEE
2.17%
A
AL BALFAC 4.38 03.01.2046BALDWIN CO PUB BLDG
1.71%
A
AL IROFAC 5 10.01.2044IRONDALE PUB BLDG
1.51%
A
AL JEFUTL 5.5 10.01.2053JEFFERSON CO-REF
1.49%
A
AL OXF 5 07.01.2052OXFORD -A -WARRANTS
1.45%
A
AL ALSTRN 5 10.01.2035ALABAMA ST PORT AUTH
1.45%
K
KY KYSPWR 08.01.2052KY PUB ENERGY -A-1
1.45%
A
AL CHEEDU 5 12.01.2048CHEROKEE BOE SPL TAX
1.45%
A
AL PELMED 4 12.01.2038PELL CO AL SPL CARE-A
1.42%
A
AL MOBSCD 4 03.01.2039MOBILE CNTY BRD OF SC
1.42%
A
AL ALSMFH 4.45 08.01.2045AL HSG FIN AUTH-B
1.40%
A
AL LAWEDU 4 02.01.2042LAWRENCE CO BOE
1.37%
A
AL MOBSCD 4.12 03.01.2047MOBILE CNTY SCH BRD-B
1.35%
A
AL INFMED 4 02.01.2040INFIRMARY HLTH SYS-A
1.35%
A
AL DCHMED 4 06.01.2046DCH HLTH CARE -A-REV
1.32%
A
AL HLTMED 5 11.15.2037BAPTIST HLTH -REV -A
1.31%
A
AL ORAWTR 4 05.15.2047ORANGE BEACH WTR SWR
1.29%
A
AL ACCHGR 4 01.01.2049ALABAMA CMNTY CLG SYS
1.24%
A
AL ARA 3 12.01.2046ARAB -A -REF
1.18%
A
AL CGMMED 5.25 09.01.2052COOPER GREEN MERCY HL
1.18%
A
AL MOB 5 02.15.2042MOBILE-A-WARRANTS
1.16%
A
AL HUN 5 09.01.2045HUNTSVILLE-A-WARRANTS
1.15%
A
AL ALSTRN 5 03.01.2045ALABAMA FEDERAL-A
1.14%
A
AL ALSOBL 5 09.01.2045ALABAMA HWY AUTH
1.14%
A
AL HUNPWR 5 12.01.2043HUNTSVILLE-WARRANTS
1.14%
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 MBABX and MBWVX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.