{
  "page": "compare",
  "query": {
    "a": "MQLIX",
    "b": "MFIOX"
  },
  "retrieved_at": "2026-07-07T18:15:03+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "MFS Limited Maturity Fund",
    "ticker": "MQLIX",
    "slug": "MQLIX",
    "series_id": "S000002495",
    "html_url": "https://fundwatcher.app/funds/MQLIX/"
  },
  "fund_b": {
    "name": "MFS Income Fund",
    "ticker": "MFIOX",
    "slug": "MFIOX",
    "series_id": "S000002491",
    "html_url": "https://fundwatcher.app/funds/MFIOX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1041688559165527064471580742",
    "coverage_b_by_a": "0.1041688559165527064471580742",
    "shared_count": 52,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "US TREASURY N/B",
        "value": "343991418.00",
        "weight": "0.10251498",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "288779058.01",
        "weight": "0.08606081",
        "shared": false
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "94397206.64",
        "weight": "0.02813189",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "66027954.07",
        "weight": "0.01967739",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "50246094.00",
        "weight": "0.01497414",
        "shared": true
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "22616022.41",
        "weight": "0.00673994",
        "shared": false
      },
      {
        "name": "Dryden 75 CLO Ltd., Series 2019-75A, Class BR3",
        "value": "19158854.71",
        "weight": "0.00570965",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "18727461.37",
        "weight": "0.00558108",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "18124675.06",
        "weight": "0.00540144",
        "shared": false
      },
      {
        "name": "TCW CLO Ltd., Series 2020-1A, Class BR3",
        "value": "17909447.65",
        "weight": "0.00533730",
        "shared": false
      },
      {
        "name": "SMBC AVIATION CAPITAL FI REGD 144A P/P 5.30000000",
        "value": "17767310.57",
        "weight": "0.00529494",
        "shared": false
      },
      {
        "name": "BACARDI / MARTIN",
        "value": "17418788.98",
        "weight": "0.00519108",
        "shared": false
      },
      {
        "name": "PNC V5.354 12/02/28",
        "value": "17144117.94",
        "weight": "0.00510922",
        "shared": false
      },
      {
        "name": "TRUIST FINANCIAL",
        "value": "16944013.14",
        "weight": "0.00504959",
        "shared": false
      },
      {
        "name": "AUTONATION INC",
        "value": "16775548.59",
        "weight": "0.00499938",
        "shared": false
      },
      {
        "name": "FORD MOTOR CRED",
        "value": "16622999.97",
        "weight": "0.00495392",
        "shared": false
      },
      {
        "name": "LRECS LLC, Series 2025-CRE1, Class AS",
        "value": "16529279.25",
        "weight": "0.00492599",
        "shared": false
      },
      {
        "name": "Dryden 95 CLO Ltd., Series 2021-95A, Class BR",
        "value": "16503580.50",
        "weight": "0.00491833",
        "shared": false
      },
      {
        "name": "PIONEER NATURAL",
        "value": "15933016.56",
        "weight": "0.00474830",
        "shared": false
      },
      {
        "name": "Trinitas CLO XV Ltd., Series 2021-15A, Class B1R",
        "value": "15912579.22",
        "weight": "0.00474220",
        "shared": false
      },
      {
        "name": "JBS/FOODS/FOOD",
        "value": "15901693.81",
        "weight": "0.00473896",
        "shared": false
      },
      {
        "name": "BAT INTL FINANCE",
        "value": "15789455.71",
        "weight": "0.00470551",
        "shared": false
      },
      {
        "name": "Rentokil Terminix Funding, LLC",
        "value": "15780140.02",
        "weight": "0.00470274",
        "shared": false
      },
      {
        "name": "MARS INC",
        "value": "15772157.95",
        "weight": "0.00470036",
        "shared": false
      },
      {
        "name": "MARRIOTT INTL",
        "value": "15733986.92",
        "weight": "0.00468898",
        "shared": false
      },
      {
        "name": "Palmer Square Loan Funding Ltd., Series 2025-1A, Class A2",
        "value": "15499690.00",
        "weight": "0.00461916",
        "shared": false
      },
      {
        "name": "Bain Capital Credit CLO 2021-4 Ltd",
        "value": "15477809.35",
        "weight": "0.00461264",
        "shared": false
      },
      {
        "name": "Balboa Bay Loan Funding Ltd., Series 2022-1A, Class BR",
        "value": "15438152.12",
        "weight": "0.00460082",
        "shared": false
      },
      {
        "name": "Invesco CLO Ltd., Series 2022-2A, Class BR",
        "value": "15296518.02",
        "weight": "0.00455861",
        "shared": true
      },
      {
        "name": "CPGX 6.042 08/15/28",
        "value": "15296109.68",
        "weight": "0.00455849",
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      },
      {
        "name": "MF1 LLC, Series 2022-FL9, Class B",
        "value": "15136438.11",
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        "shared": true
      },
      {
        "name": "HSBC HOLDINGS",
        "value": "15050689.66",
        "weight": "0.00448535",
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      },
      {
        "name": "ARDN Mortgage Trust, Series 2025-ARCP, Class A",
        "value": "15020973.94",
        "weight": "0.00447649",
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      },
      {
        "name": "Rate Mortgage Trust, Series 2025-J3, Class A27",
        "value": "14925076.55",
        "weight": "0.00444791",
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      },
      {
        "name": "BDS LLC, Series 2026-FL17, Class B",
        "value": "14875666.00",
        "weight": "0.00443319",
        "shared": false
      },
      {
        "name": "SAMMONS FIN GLO",
        "value": "14663573.94",
        "weight": "0.00436998",
        "shared": false
      },
      {
        "name": "Element Fleet Management Corp.",
        "value": "14487209.60",
        "weight": "0.00431742",
        "shared": false
      },
      {
        "name": "EQT CORP",
        "value": "14466932.31",
        "weight": "0.00431138",
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      },
      {
        "name": "MIZUHO FINANCIAL",
        "value": "14390095.93",
        "weight": "0.00428848",
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      },
      {
        "name": "DCP MIDSTREAM OP",
        "value": "14141226.55",
        "weight": "0.00421431",
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      },
      {
        "name": "AMERICAN EXPRESS",
        "value": "13978497.12",
        "weight": "0.00416582",
        "shared": false
      },
      {
        "name": "Columbia Cent CLO 35 Ltd., Series 2025-35A, Class AJ",
        "value": "13889040.54",
        "weight": "0.00413916",
        "shared": false
      },
      {
        "name": "BROOKFIELD FIN",
        "value": "13784739.37",
        "weight": "0.00410807",
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      },
      {
        "name": "TEXAS CAPITAL BK",
        "value": "13747248.37",
        "weight": "0.00409690",
        "shared": false
      },
      {
        "name": "LKQ CORP",
        "value": "13397253.12",
        "weight": "0.00399260",
        "shared": false
      },
      {
        "name": "Cox Enterprises, Inc. 5.45 09/15/2028",
        "value": "13378624.02",
        "weight": "0.00398705",
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      },
      {
        "name": "PNC FINANCIAL",
        "value": "13265097.69",
        "weight": "0.00395321",
        "shared": false
      },
      {
        "name": "CHARLES SCHWAB",
        "value": "13255379.17",
        "weight": "0.00395032",
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      },
      {
        "name": "BROADCOM INC",
        "value": "13217031.91",
        "weight": "0.00393889",
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      },
      {
        "name": "ELEMENT FLEET MA",
        "value": "13186422.69",
        "weight": "0.00392977",
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    ],
    "b_top": [
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "194555241.19",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "179478749.12",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "162222539.06",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "152860351.17",
        "weight": "0.01870342",
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      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "150233991.52",
        "weight": "0.01838207",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "148853460.10",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "142799399.15",
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      {
        "name": "US TREASURY N/B",
        "value": "142366601.92",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "140306308.97",
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      {
        "name": "US TREASURY N/B",
        "value": "132338003.21",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "128782332.40",
        "weight": "0.01575732",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "96543140.63",
        "weight": "0.01181266",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "68241672.04",
        "weight": "0.00834980",
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      },
      {
        "name": "JEFFERIES GROUP",
        "value": "50725172.09",
        "weight": "0.00620654",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "45611133.05",
        "weight": "0.00558081",
        "shared": false
      },
      {
        "name": "New Residential Mortgage Loan Trust, Series 2026-NQM3, Class A1",
        "value": "39624370.07",
        "weight": "0.00484829",
        "shared": false
      },
      {
        "name": "PMT Loan Trust, Series 2026-INV2, Class A35",
        "value": "39594305.60",
        "weight": "0.00484461",
        "shared": false
      },
      {
        "name": "MF1 2025-FL19 LLC MF1 2025-FL19 AS",
        "value": "39228555.99",
        "weight": "0.00479986",
        "shared": false
      },
      {
        "name": "Enel SPA 7.50 10/14/2032",
        "value": "38526768.02",
        "weight": "0.00471399",
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      },
      {
        "name": "Venture Global LNG Inc",
        "value": "38403826.38",
        "weight": "0.00469895",
        "shared": false
      },
      {
        "name": "STORE Master Funding LLC, Series 2025-1A, Class A2",
        "value": "37579668.50",
        "weight": "0.00459811",
        "shared": false
      },
      {
        "name": "SANTOS FINANCE LTD REGD 144A P/P 6.87500000",
        "value": "37226434.49",
        "weight": "0.00455489",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "36895161.31",
        "weight": "0.00451435",
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      },
      {
        "name": "AUTONATION INC",
        "value": "36891415.99",
        "weight": "0.00451390",
        "shared": false
      },
      {
        "name": "PFP Ltd., Series 2024-11, Class AS",
        "value": "35357184.77",
        "weight": "0.00432617",
        "shared": false
      },
      {
        "name": "MF1 2025-FL19 LLC SER 2025-FL19 CL B V/R REGD 144A P/P 6.07586000",
        "value": "34911568.85",
        "weight": "0.00427165",
        "shared": false
      },
      {
        "name": "SAMMONS FINL. GRP. 6.875%",
        "value": "34622903.51",
        "weight": "0.00423633",
        "shared": false
      },
      {
        "name": "C V6.875 PERP GG",
        "value": "34467472.30",
        "weight": "0.00421731",
        "shared": false
      },
      {
        "name": "Bain Capital Credit CLO 2021-4 Ltd",
        "value": "34001394.00",
        "weight": "0.00416028",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "32873672.04",
        "weight": "0.00402230",
        "shared": false
      },
      {
        "name": "VORNADO REALTY LP SR UNSECURED 02/33 5.75",
        "value": "32360778.70",
        "weight": "0.00395954",
        "shared": false
      },
      {
        "name": "TRANSDIGM INC SUB 4.625% 01-15-29",
        "value": "32069995.75",
        "weight": "0.00392396",
        "shared": false
      },
      {
        "name": "Northwoods Capital XIV-B Ltd., Series 2018-14BA, Class BR",
        "value": "31863783.88",
        "weight": "0.00389873",
        "shared": false
      },
      {
        "name": "BOOZ ALLEN HAMILTON INC REGD 5.95000000",
        "value": "31547100.65",
        "weight": "0.00385998",
        "shared": false
      },
      {
        "name": "MF1 LLC, Series 2025-FL20, Class C",
        "value": "31319524.31",
        "weight": "0.00383214",
        "shared": false
      },
      {
        "name": "SKX 10 07/15/33 144a",
        "value": "31166363.60",
        "weight": "0.00381340",
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      },
      {
        "name": "Provident Funding Mortgage Trust, Series 2025-5, Class A4",
        "value": "31121807.14",
        "weight": "0.00380795",
        "shared": false
      },
      {
        "name": "Black Diamond CLO Ltd., Series 2019-2A, Class BR",
        "value": "31024645.00",
        "weight": "0.00379606",
        "shared": false
      },
      {
        "name": "Parallel Ltd., Series 2023-1A, Class A2R",
        "value": "30973618.70",
        "weight": "0.00378982",
        "shared": false
      },
      {
        "name": "NH NFAUTL 6.89 04/01/2034",
        "value": "30544638.91",
        "weight": "0.00373733",
        "shared": false
      },
      {
        "name": "COMM Mortgage Trust, Series 2024-CBM, Class B",
        "value": "30494389.74",
        "weight": "0.00373118",
        "shared": false
      },
      {
        "name": "Jane Street Group / JSG Finance Inc.",
        "value": "30138222.81",
        "weight": "0.00368760",
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      },
      {
        "name": "FR 5.25 01/15/31",
        "value": "29529900.79",
        "weight": "0.00361317",
        "shared": false
      },
      {
        "name": "Venture 43 CLO Ltd",
        "value": "28940531.60",
        "weight": "0.00354105",
        "shared": false
      },
      {
        "name": "CHARLES SCHWAB",
        "value": "28772992.09",
        "weight": "0.00352056",
        "shared": false
      },
      {
        "name": "MASSACHUSETTS ST DEV FIN AGY REVENUE",
        "value": "28535905.90",
        "weight": "0.00349155",
        "shared": false
      },
      {
        "name": "NOMURA HOLDINGS",
        "value": "28327699.67",
        "weight": "0.00346607",
        "shared": false
      },
      {
        "name": "MSRM 2026-NQM2 A1",
        "value": "28274025.70",
        "weight": "0.00345950",
        "shared": false
      },
      {
        "name": "NOMURA HOLDINGS INC JR SUBORDINA 12/99 VAR",
        "value": "28214566.94",
        "weight": "0.00345223",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-015577",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/63075/000207169126015577/0002071691-26-015577-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-015571",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819673/000207169126015571/0002071691-26-015571-index.htm"
    }
  ]
}