Fund comparison · from official SEC filings

MBSCX vs MBWVX: how much do they overlap?

MFS South Carolina Municipal Bond Fund and MFS West Virginia Municipal Bond Fund
Holdings overlap
12%
of assets, by weight
Shared positions
54
of 220 / 136 holdings
MBSCX expense ratio
1.59%
net, per year
MBWVX expense ratio
1.62%
net, per year
Shared holdings
Company
MBSCX
MBWVX
?
MFS Institutional Money Market Portfolio
3.93%
1.61%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
1.43%
2.13%
A
AR LITSCD 3 02.01.2048LITTLE ROCK SD-A-BAM
0.60%
0.75%
A
AL BBEUTL 02.01.2053BLACK BELT ENERGY GAS
0.54%
0.72%
C
CA CCEDEV 01.01.2054CA CMNTY CHOICE FING
0.53%
0.72%
N
NY NYCDEV 5 11.15.2044NY LIBERTY DEV CORP-1
0.24%
0.71%
A
AL SEEPWR 01.01.2054SOUTHEAST ENERGY AUTH
0.48%
0.65%
N
NY NYTTRN 5.25 06.30.2060NEW YORK ST TRANSPRTN
0.42%
0.54%
K
KY KYSPWR 5 12.01.2033KENTUCKY PUB ENGY-B
0.44%
0.51%
W
WI PUBTRN 5.75 12.31.2065PUB FIN AUTH-AMT
0.39%
0.45%
I
IL CHI 5.5 01.01.2040CHICAGO - SER A
0.32%
0.42%
P
PR PRCGEN 0 07.01.2031PR SALES TAX FING-A1
0.25%
0.42%
T
TN TGYPWR 10.01.2053TENNERGY CORP TN GAS
0.30%
0.40%
A
AL SEEPWR 5 11.01.2035SE ENERGY AUTH-A
0.36%
0.39%
P
PR PRCGEN 0 07.01.2033PR SALES TAX FING-A1
0.22%
0.37%
N
NH NFADEV 4.38 09.20.2036NATIONAL FIN AUTH
0.27%
0.34%
V
VA VASDEV 3 01.01.2041VA SMALL BUS FING AUT
0.26%
0.32%
O
OH BUCGEN 5 06.01.2055BUCKEYE OH TOBACCO-B2
0.16%
0.31%
I
IL BRI 5.14 12.01.2036BRIDGEVIEW-TXB-STADIU
0.18%
0.30%
V
VI VGNFAC 6 12.01.2055VI HOTEL DEV FIN-A-1
0.26%
0.29%
C
CA GLDGEN 3.85 06.01.2050GOLDEN ST TOBACCO SEC
0.19%
0.24%
I
IL CHIEDU 5.75 04.01.2048CHICAGO BOE
0.16%
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
0.08%
0.21%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.12%
0.19%
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 PEGUTL 02.01.2054PATRIOTS ENERGY GROUP
0.89%
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%
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%
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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.