Fund comparison · from official SEC filings
MBCAX vs MBSCX: how much do they overlap?
MFS California Municipal Bond Fund and MFS South Carolina Municipal Bond Fund
vs
Shared holdings
Company
MBCAX
MBSCX
?
—MFS Institutional Money Market Portfolio
4.16%
3.93%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
0.64%
1.43%
S
SC PEGUTL 02.01.2054PATRIOTS ENERGY GROUP
0.25%
0.89%
C
CA CCEDEV 01.01.2054CA CMNTY CHOICE FING
0.66%
0.53%
A
AL BBEUTL 02.01.2053BLACK BELT ENERGY GAS
0.36%
0.54%
N
NY NYTTRN 5.25 06.30.2060NEW YORK ST TRANSPRTN
0.36%
0.42%
N
NC NCSMFH 4.45 05.01.2040NC HSG FIN AGY-FN
0.37%
0.41%
P
PR PRCGEN 4.78 07.01.2058RESTRUCTURED-SER A-2
0.33%
0.03%
T
TN TGYPWR 10.01.2053TENNERGY CORP TN GAS
0.20%
0.30%
N
NH NFADEV 4.38 09.20.2036NATIONAL FIN AUTH
0.16%
0.27%
V
VI VGNFAC 6 12.01.2055VI HOTEL DEV FIN-A-1
0.26%
0.26%
P
PR PRCGEN 0 07.01.2031PR SALES TAX FING-A1
0.16%
0.25%
P
PR PRCGEN 0 07.01.2033PR SALES TAX FING-A1
0.15%
0.22%
C
CA GLDGEN 3.85 06.01.2050GOLDEN ST TOBACCO SEC
0.12%
0.19%
I
IL BRI 5.14 12.01.2036BRIDGEVIEW-TXB-STADIU
0.13%
0.18%
I
IL CHIEDU 5.75 04.01.2048CHICAGO BOE
0.10%
0.16%
O
OH BUCGEN 5 06.01.2055BUCKEYE OH TOBACCO-B2
0.09%
0.16%
P
PR PRC 5.75 07.01.2031RESTRUCTURED-SER A1
0.07%
0.15%
G
GU GMSUTL 5 01.01.2050GUAM GOVT WTRWKS AUTH
0.09%
0.13%
P
PR PRC 4 07.01.2046RESTRUCTURED-SER A1
0.08%
0.12%
W
WI PUBFIN 6.25 08.01.2027PUBLIC FIN AUTH-A
0.07%
0.12%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.12%
0.12%
G
GU GMSGEN 5 12.01.2046GUAM GOVT-A-REF
0.06%
0.12%
W
WI PUBFIN 5.62 08.01.2024PUBLIC FIN AUTH-B
0.06%
0.10%
P
PR PRC 11.01.2043CVI-SUBSER CW NT
0.07%
0.10%
Only in MBCAX
C
CA CCEDEV 08.01.2055CA CMNTY CHOICE FIN-C
1.17%
C
CA CCEDEV 10.01.2056CA CMNTY CHOICE FIN-E
1.01%
C
CA LOSMFH 4.5 12.01.2059LOS ANGELES HSG-A
0.99%
C
CA CASMED 5.25 06.01.2055SOUTHERN MONO-COPS
0.99%
C
CA OAKSCD 5.25 08.01.2048OAKLAND UNIF SCH D-A
0.92%
C
CA INWGEN 5.25 08.01.2050INGLEWOOD JT PWR AUTH
0.79%
C
CA CASMFH 4.25 05.01.2043CA HSG FIN AGY-A
0.74%
C
CA CASMED 5 12.01.2054CA HLTH FACS FING A-A
0.72%
C
CA CCEDEV 01.01.2056CA CMNTY CHOICE FIN-H
0.68%
C
CA SFOAPT 5.75 05.01.2048SAN FRANCISCO-C-REF
0.67%
C
CA SFOHGR 5.25 06.15.2049SAN FRANCISCO CMNTY-B
0.67%
C
CA OAK 5.5 07.15.2053OAKLAND-D
0.66%
C
CA CCEDEV 12.01.2053CALIFORNIA CMNTY CHOI
0.66%
C
CA IRVGEN 5 09.01.2050IRVINE CMNTY FACS DT
0.66%
C
CA SDGAPT 5.25 07.01.2050SAN DIEGO CO REGL-B
0.65%
C
CA SLOFIN 5 12.01.2053SAN LUIS OBISPO PUB F
0.65%
C
CA CASMED 5 08.15.2051CA HLTH FACS FING -A
0.65%
C
CA MSAHGR 0 08.01.2043MT SAN ANTONIO CCD-A
0.64%
C
CA CASGEN 5.38 08.15.2057CALIFORNIA STWD CMNTY
0.63%
C
CA CASMFH 4.48 06.01.2044CA MUNI FIN AUTH-A
0.63%
C
CA CASMFH 3.7 11.01.2037CA HSG FIN AGY-DD
0.62%
C
CA CASMFH 4.1 09.01.2040CA HSG FIN AGY -U
0.62%
C
CA CASMFH 4.1 09.01.2040CA HSG FIN AGY-V
0.62%
C
CA CASMFH 4.1 07.01.2040CA HSG FIN AGY-T
0.62%
C
CA NLTGEN 5.5 12.01.2047N LAKE TAHOE PUB FIN
0.60%
Only in MBSCX
S
SC BEAWTR 4 03.01.2050BEAUFORT-JASPER WTR-A
1.55%
S
SC CHAUTL 5 01.01.2047CHARLESTON SC WTRWKS
1.30%
S
SC SPASCD 5.25 03.01.2052SPARTANBURG CO SD #4
1.30%
S
SC SCSTRN 5 07.01.2044SOUTH CAROLINA ST POR
1.26%
S
SC SCSMED 5.25 07.01.2047SC JOBS ECO DEV AUTH
1.21%
S
SC GRAUTL 5 06.01.2050GRAND STRAND-REV
1.18%
S
SC SPAMED 4 04.15.2043SPARTANBURG SC REGL-A
1.16%
S
SC SCSHSG 5.75 01.01.2054SC ST HSG FIN & DEV
1.14%
S
SC CHAHSG 5 12.01.2041CHARLESTON HSG AUTH
1.07%
S
SC COLWTR 5.25 02.01.2053COLUMBIA-A-REV
1.01%
S
SC WFCFAC 5 04.01.2050WOODRUFF FACS CORP
0.99%
S
SC MDUMED 5.25 05.15.2045MED UNIV HOSP AUTH
0.94%
S
SC SCSHSG 6 07.01.2056SC ST HSG FIN DEV-A
0.93%
S
SC CLEHGR 3 05.01.2048CLEMSON UNIV-A
0.93%
S
SC SCSUTL 5.25 12.01.2038SC PUB SVC AUTH
0.91%
S
SC SCSHSG 6 01.01.2055SOUTH CAROLINA ST-B
0.87%
S
SC CLEHGR 5 05.01.2048CLEMSON UNIV-A-REF
0.87%
S
SC SCSUTL 5 12.01.2051SOUTH CAROLINA ST PUB
0.87%
S
SC CHAUTL 5 01.01.2054CHARLESTON-A
0.87%
S
SC COLWTR 5 02.01.2050COLUMBIA WTR & SWR
0.86%
S
SC GREAPT 5.25 07.01.2054GREENVILLE-SPARTAN-A
0.86%
S
SC SPASCD 5 03.01.2047SPARTANBURG CO SD #4
0.86%
S
SC SCSMED 5 05.01.2037SOUTH CAROLINA JOB-A
0.86%
S
SC SCSUTL 5 12.01.2049SC PUB SVC AUTH-B-REF
0.86%
S
SC COLFAC 5 06.01.2055COLUMBIA FACS CORP-A
0.85%
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12% 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.