Fund comparison · from official SEC filings
MBWVX vs WMKMX: how much do they overlap?
MFS West Virginia Municipal Bond Fund and WesMark West Virginia Municipal Bond Fund
vs
Shared holdings
Company
MBWVX
WMKMX
W
WV WVSSFH 4.7 11.01.2044WV HSG DEV FUND-B
1.22%
0.58%
W
WV WVSSFH 4.75 11.01.2045W VIRGINIA HSG DEV-A
1.22%
1.16%
W
WV JFRFAC 4.88 07.01.2045JEFFERSON CO BLDG
0.93%
1.18%
W
WV BERUTL 4.25 06.01.2045BERKELEY CO PUB-A-REF
1.17%
1.12%
W
WV BERWTR 4.25 12.01.2049BERKELEY CO PUB SVC-A
1.16%
1.11%
W
WV BERUTL 4.38 06.01.2049BERKELEY CO PUB-A-REF
1.15%
1.09%
W
WV WVSHGR 5.25 04.01.2028W VA UNIV- UNIV SYS-A
1.08%
0.57%
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%
P
PR PRCGEN 5 07.01.2058PR SALES TAX FING-A1
2.13%
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%
?
—MFS Institutional Money Market Portfolio
1.61%
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%
Only in WMKMX
G
GOIXXFH GOVERNMENT OBLIGATION-IS
4.26%
W
WV OHIEDU 3 06.01.2033OHIO BOE
3.34%
W
WV HANEDU 05.01.2036HANCOCK CO BOE
2.59%
W
WV MONFAC 2 02.01.2034MONONGALIA CNTY WV BL
2.27%
W
WV MPSWTR 3 12.01.2036MASON CNTY PUBLIC SVC
2.09%
W
WV HAMFAC 4.25 01.01.2035HAMPSHIRE CNTY BLDG-A
1.93%
W
WV WVSSFH 4.15 11.01.2038W VIRGINIA ST HSG DEV
1.74%
W
WV WVSDEV 4.75 08.01.2029WV ECON-ST OFFC-A
1.57%
W
WV MOR 3 12.01.2040MORGANTOWN WV COMB UT
1.49%
W
WV WVSWTR 5 07.01.2034WV WTR DEV AUTH-A
1.32%
W
WV WVS 4 12.01.2042WEST VIRGINIA ST-B
1.31%
W
WV WVSMED 5.25 06.01.2043W VIRGINIA HOSP FIN-A
1.24%
W
WV WVSSFH 4.1 11.01.2033WV HSG DEV FUND-B
1.20%
W
WV MOUFAC 4 08.01.2037MOUNDSVILLE WV BLDG C
1.20%
W
WV WVS 5 12.01.2040WEST VIRGINIA ST-B
1.19%
O
OH COLMFH 4.82 11.01.2043COLUMBUS-FRANKLIN CO
1.19%
W
WV WVSDEV 5 07.01.2032WV ECON DEV AUTH-A
1.19%
W
WV BERWTR 4 12.01.2039BERKELEY CO PUB SVC-C
1.17%
W
WV MOR 4 12.01.2029MORGANTOWN COMB UT-A
1.17%
W
WV WVSHGR 4 10.01.2037WEST VIRGINIA ST UNIV
1.17%
W
WV MOR 4 12.01.2031MORGANTOWN COMB UT-A
1.17%
W
WV WVSMED 4 06.01.2029WEST VIRGINIA ST HOSP
1.16%
P
PA PASSFH 4.62 10.01.2045PA HSG FIN AGY-148A
1.16%
N
NY NYSHSG 4.8 11.01.2051NY ST HSG FIN AGY B-1
1.16%
W
WV WVSSFH 4.15 11.01.2038W VIRGINIA HSG DEV -B
1.16%
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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.