Fund comparison · from official SEC filings
MBNCX vs MBNYX: how much do they overlap?
MFS North Carolina Municipal Bond Fund and MFS New York Municipal Bond Fund
vs
Shared holdings
Company
MBNCX
MBNYX
?
—MFS Institutional Money Market Portfolio
2.90%
1.74%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
1.09%
0.81%
N
NY NYTTRN 5.12 06.30.2060NY TRANSPRTN DEV CORP
0.46%
1.07%
N
NY NYCDEV 5 11.15.2044NY LIBERTY DEV CORP-1
0.20%
1.05%
N
NY NYSHGR 4.25 05.01.2052NEW YORK ST DORM AUTH
0.48%
0.96%
A
AL BBEUTL 02.01.2053BLACK BELT ENERGY GAS
0.49%
0.72%
C
CA CCEDEV 01.01.2054CA CMNTY CHOICE FING
0.49%
0.69%
N
NY MTATRN 4 11.15.2045MET TRANSPRTN AUTH NY
0.43%
0.66%
N
NY NYTTRN 5 07.01.2034NEW YORK TRANSPRTN-A
0.23%
0.49%
P
PR PRCGEN 0 07.01.2031PR SALES TAX FING-A1
0.24%
0.42%
T
TN TGYPWR 10.01.2053TENNERGY CORP TN GAS
0.28%
0.41%
I
IL CHIEDU 5.75 04.01.2035CHICAGO IL BRD OF EDU
0.35%
0.38%
P
PR PRCGEN 0 07.01.2033PR SALES TAX FING-A1
0.21%
0.38%
N
NH NFADEV 4.38 09.20.2036NATIONAL FIN AUTH
0.23%
0.34%
P
PR PRCGEN 4.78 07.01.2058RESTRUCTURED-SER A-2
0.03%
0.32%
O
OH BUCGEN 4 06.01.2048BUCKEYE TOBACCO-A-2
0.22%
0.32%
I
IL BRI 5.14 12.01.2036BRIDGEVIEW-TXB-STADIU
0.17%
0.31%
A
AL BBEUTL 12.01.2052BLACK BELT ENERGY GAS
0.20%
0.29%
V
VI VGNFAC 6 12.01.2055VI HOTEL DEV FIN-A-1
0.26%
0.27%
C
CA GLDGEN 3.85 06.01.2050GOLDEN ST TOBACCO SEC
0.17%
0.24%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.11%
0.24%
G
GU GMSUTL 5 01.01.2050GUAM GOVT WTRWKS AUTH
0.11%
0.19%
I
IL CHIEDU 5.75 04.01.2048CHICAGO BOE
0.13%
0.18%
W
WI PUBFIN 6.25 08.01.2027PUBLIC FIN AUTH-A
0.09%
0.18%
P
PR PRC 4 07.01.2046RESTRUCTURED-SER A1
0.11%
0.16%
Only in MBNCX
N
NC UNCHGR 5 02.01.2046UNIV OF NORTH CAROLIN
1.18%
N
NC GTRAPT 5.25 07.01.2053GTR ASHEVILLE ARPT
1.11%
N
NC CABUTL 4 06.01.2049CABARRUS CO WTR & SWR
1.03%
N
NC CHAUTL 5 07.01.2049CHARLOTTE NC WTR & SW
0.95%
T
TX DALAPT 5.25 11.01.2046DALLAS FORT WORTH-A-1
0.95%
N
NC UNCHGR 5 12.01.2050UNIV OF NC CHAPEL-A
0.95%
N
NC GRVUTL 5 09.01.2049GREENVILLE-REV
0.95%
N
NC NCSHSG 5 07.01.2047NORTH CAROLINA ST HSG
0.91%
N
NC GSTHSG 4.6 11.01.2044GASTONIA HSG AUTH
0.91%
N
NC NCSTRN 5 01.01.2058N CAROLINA TPK AUTH-A
0.91%
N
NC NCSFAC 5 10.01.2044NC CAP FACS-REF-B
0.90%
N
NC NCSMFH 4.45 05.01.2040NC HSG FIN AGY-FN
0.90%
N
NC NCSHSG 6.25 01.01.2055NC ST HSG FIN AGY-52A
0.89%
N
NC UNCHGR 5 12.01.2055UNIV OF NC CHAPEL-A
0.88%
N
NY NYCGEN 4.25 02.01.2054NYC TRANSIT FIN-F-1
0.86%
N
NC NCSMED 4 07.01.2049NORTH CAROLINA ST MED
0.84%
N
NC JOHUTL 4 04.01.2053JOHNSTON CO -REV
0.83%
F
FL FLSHGR 4.25 10.01.2048FLORIDA ST-A
0.83%
N
NC CHAAPT 4 07.01.2052CHARLOTTE-A-REV
0.83%
N
NC NCSHSG 5.5 01.01.2054N CAROLINA HSG FIN AG
0.82%
N
NC NCSMED 4 11.01.2052NORTH CAROLINA ST MED
0.80%
N
NC NCSHGR 4 04.01.2049NC ST CENTRL UNIV
0.78%
N
NC NCSHSG 6.25 07.01.2055NC HSG FIN AGY-55A
0.78%
N
NC GREGEN 5.25 06.01.2047GREENSBORO-REV-REF
0.77%
N
NC GREGEN 5.25 06.01.2048GREENSBORO-REV-REF
0.76%
Only in MBNYX
N
NY ALBRES 5.25 05.01.2050ALBANY CAPITAL CORP-A
2.55%
N
NY NYSHGR 5.5 10.01.2054NEW YORK ST DORM AUTH
1.98%
N
NY MTATRN 5 11.15.2052MET TRANSPRTN-BAM
1.70%
N
NY NYSTRN 5 01.01.2056NY ST THRUWAY AUTH-A
1.37%
N
NY NYCHSG 3.95 11.01.2048NEW YORK CITY NY HSG
1.26%
N
NY NYCGEN 5.25 05.01.2055NY TRANSITIONAL FIN-B
1.19%
N
NY PORTRN 4 07.15.2055PORT AUTH OF NEW YORK
1.15%
N
NY NYC 5.25 10.01.2047NEW YORK-D
1.14%
N
NY YONEDU 5 05.01.2042YONKERS IDA
1.14%
N
NY HMVDEV 3 07.01.2051HEMPSTEAD LOCAL DEV-A
1.14%
N
NY NYSTRN 5.25 01.01.2054NY ST TWY AUTH-P-REV
1.13%
N
NY NYCUTL 5.25 06.15.2053NYC MUNI WTR FIN-AA1
1.13%
N
NY TRBTRN 5.25 05.15.2054TRIBOROUGH BRIDGE-B-1
1.13%
N
NY TRBGEN 5.25 12.01.2054TRIBOROUGH BRIDGE-A
1.13%
N
NY BTYGEN 5 11.01.2053BATTERY PARK CITY NY
1.11%
N
NY NYSHGR 5 03.15.2055DASNY-A-REF
1.11%
N
NY NYTTRN 5.25 12.31.2054NY TRNSPRTN DEV CRP-A
1.09%
N
NY ANYDEV 5 03.01.2050ALBANY CO CAPITAL
1.09%
N
NY BUIGEN 5.25 07.01.2052BUILD NYC RESOURCE CO
1.08%
N
NY MONMFH 4.72 01.01.2044MONROE CO INDL DEV-A
1.08%
N
NY RIVMFH 4.5 02.01.2041RIVERHEAD IDA ECO JOB
1.06%
N
NY JCFDEV 5 11.01.2037JEFFERSON CNTY NY CIV
1.06%
N
NY MONDEV 5 12.01.2046MONROE CNTY INDL DEV
1.05%
N
NY ERIMFH 4.25 02.01.2041ERIE CO INDL DEV AGY
1.04%
N
NY WCHMFH 06.01.2046WESTCHESTER INDL DEV
1.03%
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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.