# Portfolio overlap — MBDIX vs MQLIX Comparing **MFS Corporate Bond Fund** (2026-04-30) and **MFS Limited Maturity Fund** (2026-04-30). - Shared positions: 45 - MFS Corporate Bond Fund covered by MFS Limited Maturity Fund: 0.08146209623920361494963509374 - MFS Limited Maturity Fund covered by MFS Corporate Bond Fund: 0.08146209623920361494963509374 ## MFS Corporate Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MFS Institutional Money Market Portfolio, Class A | 0.017740 | ✓ | | UBS GROUP | 0.007773 | | | JPMORGAN CHASE | 0.007604 | | | BOEING CO | 0.007480 | | | CHARLES SCHWAB | 0.006201 | | | BERMUDA GOVERNMENT OF 5% 07/15/2032 144A | 0.005893 | | | MORGAN STANLEY | 0.005800 | | | SUMITOMO MITSUI | 0.005766 | | | UBS GROUP | 0.005436 | | | CAIXABANK SA REGD V/R 144A P/P 6.84000000 | 0.005384 | | | AMERICAN HOMES 4 | 0.005073 | | | AIB V6.608 09/13/29 144A | 0.005066 | ✓ | | SPIRE INC | 0.004968 | | | NXP BV/NXP FDG | 0.004960 | | | MARS INC | 0.004600 | | | BACARDI LTD / MARTINI BV SR UNSECURED 144A 06/33 5.4 | 0.004590 | | | Element Fleet Management Corp. | 0.004560 | | | Bank Hapoalim BM | 0.004543 | | | JPMORGAN CHASE | 0.004530 | | | NATL AUSTRALIABK | 0.004512 | | | Jane Street Group / JSG Finance Inc. | 0.004463 | | | CG 5.05 09/19/35 | 0.004446 | | | MXPRLL 7.75 07/15/30 144A | 0.004425 | | | Boston Gas Co | 0.004363 | | | SCIH SALT HOLDINGS INC SR SECURED 144A 05/28 4.875 | 0.004290 | | | PIONEER NATURAL | 0.004253 | ✓ | | Flutter Treasury DAC | 0.004243 | ✓ | | HIGHWOODS REALTY | 0.004223 | | | AMAZON.COM INC | 0.004176 | | | STORE CAPITAL LLC SR UNSECURED 12/31 2.7 | 0.004161 | | | ICON Investments Six DAC | 0.004146 | | | JPMORGAN CHASE | 0.004129 | | | NSTAU 6.125 04/11/33 144A | 0.004097 | | | SMBC AVIATION CAPITAL FI REGD 144A P/P 5.30000000 | 0.004093 | ✓ | | MUFG V5.188 09/12/36 | 0.004068 | | | PRMWCN 4.375 04/30/29 144a | 0.004063 | | | Citadel Securities Global Holdings LLC | 0.004050 | | | TARGA RESOURCES | 0.004008 | | | US TREASURY N/B | 0.003993 | | | TransDigm, Inc. | 0.003963 | | | CHENIERE ENERGYP | 0.003955 | | | EASTERN ENERGY | 0.003948 | | | US TREASURY N/B | 0.003907 | | | AMERICAN INTERNA | 0.003883 | | | DANSKE BANK A/S | 0.003834 | ✓ | | FERGUSON ENTERPR | 0.003832 | | | SUNOCO LP SR UNSECURED 144A 08/32 6.625 | 0.003818 | | | NORDEA BANK ABP | 0.003808 | | | JERSEY CENTRAL PWR + LT SR UNSECURED 144A 03/32 2.75 | 0.003803 | | | ARDN Mortgage Trust, Series 2025-ARCP, Class A | 0.003763 | ✓ | ## MFS Limited Maturity Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.102515 | | | US TREASURY N/B | 0.086061 | | | MFS Institutional Money Market Portfolio, Class A | 0.028132 | ✓ | | US TREASURY N/B | 0.019677 | | | US TREASURY N/B | 0.014974 | | | BANK OF AMER CRP | 0.006740 | | | Dryden 75 CLO Ltd., Series 2019-75A, Class BR3 | 0.005710 | | | MORGAN STANLEY | 0.005581 | | | JPMORGAN CHASE | 0.005401 | | | TCW CLO Ltd., Series 2020-1A, Class BR3 | 0.005337 | | | SMBC AVIATION CAPITAL FI REGD 144A P/P 5.30000000 | 0.005295 | ✓ | | BACARDI / MARTIN | 0.005191 | | | PNC V5.354 12/02/28 | 0.005109 | | | TRUIST FINANCIAL | 0.005050 | | | AUTONATION INC | 0.004999 | | | FORD MOTOR CRED | 0.004954 | ✓ | | LRECS LLC, Series 2025-CRE1, Class AS | 0.004926 | | | Dryden 95 CLO Ltd., Series 2021-95A, Class BR | 0.004918 | | | PIONEER NATURAL | 0.004748 | ✓ | | Trinitas CLO XV Ltd., Series 2021-15A, Class B1R | 0.004742 | | | JBS/FOODS/FOOD | 0.004739 | | | BAT INTL FINANCE | 0.004706 | | | Rentokil Terminix Funding, LLC | 0.004703 | ✓ | | MARS INC | 0.004700 | | | MARRIOTT INTL | 0.004689 | | | Palmer Square Loan Funding Ltd., Series 2025-1A, Class A2 | 0.004619 | | | Bain Capital Credit CLO 2021-4 Ltd | 0.004613 | | | Balboa Bay Loan Funding Ltd., Series 2022-1A, Class BR | 0.004601 | | | Invesco CLO Ltd., Series 2022-2A, Class BR | 0.004559 | | | CPGX 6.042 08/15/28 | 0.004558 | | | MF1 LLC, Series 2022-FL9, Class B | 0.004511 | | | HSBC HOLDINGS | 0.004485 | | | ARDN Mortgage Trust, Series 2025-ARCP, Class A | 0.004476 | ✓ | | Rate Mortgage Trust, Series 2025-J3, Class A27 | 0.004448 | | | BDS LLC, Series 2026-FL17, Class B | 0.004433 | | | SAMMONS FIN GLO | 0.004370 | | | Element Fleet Management Corp. | 0.004317 | ✓ | | EQT CORP | 0.004311 | | | MIZUHO FINANCIAL | 0.004288 | | | DCP MIDSTREAM OP | 0.004214 | | | AMERICAN EXPRESS | 0.004166 | | | Columbia Cent CLO 35 Ltd., Series 2025-35A, Class AJ | 0.004139 | | | BROOKFIELD FIN | 0.004108 | | | TEXAS CAPITAL BK | 0.004097 | | | LKQ CORP | 0.003993 | | | Cox Enterprises, Inc. 5.45 09/15/2028 | 0.003987 | | | PNC FINANCIAL | 0.003953 | | | CHARLES SCHWAB | 0.003950 | | | BROADCOM INC | 0.003939 | | | ELEMENT FLEET MA | 0.003930 | | ## Sources - N-PORT (fund A) — accession `0002071691-26-015565` (as of 2026-04-30) - N-PORT (fund B) — accession `0002071691-26-015577` (as of 2026-04-30) --- _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._ _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._ _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. See _