Fund comparison · from official SEC filings
MBMAX vs MBSCX: how much do they overlap?
MFS Massachusetts Municipal Bond Fund and MFS South Carolina Municipal Bond Fund
vs
Shared holdings
Company
MBMAX
MBSCX
?
—MFS Institutional Money Market Portfolio
1.68%
3.93%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
0.90%
1.43%
S
SC PEGUTL 02.01.2054PATRIOTS ENERGY GROUP
0.32%
0.89%
C
CA CCEDEV 01.01.2054CA CMNTY CHOICE FING
0.59%
0.53%
A
AL SEEPWR 01.01.2054SOUTHEAST ENERGY AUTH
0.54%
0.48%
T
TN TNSUTL 05.01.2053TN ENERGY ACQ CORP-A-
0.52%
0.46%
P
PR PRCGEN 4.78 07.01.2058RESTRUCTURED-SER A-2
0.50%
0.03%
T
TX HAREDU 4.12 07.01.2052HARRIS CO CULTURAL-A
0.42%
0.47%
N
NY NYSHGR 4.25 05.01.2052NEW YORK ST DORM AUTH
0.44%
0.37%
N
NY NYTTRN 5.25 06.30.2060NEW YORK ST TRANSPRTN
0.42%
0.42%
N
NC NCSMFH 4.45 05.01.2040NC HSG FIN AGY-FN
0.24%
0.41%
P
PA PASDEV 5 12.31.2057PENNSYLVANIA ST ECON
0.37%
0.33%
M
MN MGAUTL 5 09.01.2035MN MUNI GAS AGY-A
0.33%
0.35%
T
TN TGYPWR 10.01.2053TENNERGY CORP TN GAS
0.33%
0.30%
V
VI VGNFAC 6 12.01.2055VI HOTEL DEV FIN-A-1
0.27%
0.26%
N
NH NFADEV 4.38 09.20.2036NATIONAL FIN AUTH
0.27%
0.27%
O
OH BUCGEN 4 06.01.2048BUCKEYE TOBACCO-A-2
0.27%
0.10%
I
IL CHIEDU 4 12.01.2047CHICAGO BRD OF EDU-A
0.25%
0.26%
P
PR PRCGEN 0 07.01.2031PR SALES TAX FING-A1
0.22%
0.25%
N
NY NYCDEV 5 11.15.2044NY LIBERTY DEV CORP-1
0.24%
0.24%
P
PR PRCGEN 0 07.01.2033PR SALES TAX FING-A1
0.19%
0.22%
T
TN TNSUTL 5.25 09.01.2026TN ENERGY
0.22%
0.13%
C
CA GLDGEN 3.85 06.01.2050GOLDEN ST TOBACCO SEC
0.20%
0.19%
I
IL BRI 5.14 12.01.2036BRIDGEVIEW-TXB-STADIU
0.16%
0.18%
I
IL CHIEDU 5.75 04.01.2048CHICAGO BOE
0.18%
0.16%
Only in MBMAX
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%
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%
M
MA MASTRN 5 07.01.2051MASSACHUSETTS PORT-E
0.76%
M
MA MAS 5 11.01.2042MASSACHUSETTS ST
0.76%
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.