# Portfolio overlap — MBGAX vs MFSCX

Comparing **MFS Georgia Municipal Bond Fund** (2026-03-31) and **MFS South Carolina Municipal Bond Fund** (2026-03-31).

- Shared positions: 59
- MFS Georgia Municipal Bond Fund covered by MFS South Carolina Municipal Bond Fund: 0.1386144735224612354808254916
- MFS South Carolina Municipal Bond Fund covered by MFS Georgia Municipal Bond Fund: 0.1386144735224612354808254917

## MFS Georgia Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.045831 | ✓ |
| Georgia Housing & Finance Authority | 0.011151 |  |
| Atlanta Urban Residential Finance Authority, Series 2025 A | 0.008894 |  |
| Metropolitan Atlanta Rapid Transit Authority, Sales Tax, Series 2023A | 0.008742 |  |
| Cobb-Marietta Coliseum & Exhibit Hall Authority, Series 2025, RB | 0.008603 |  |
| Columbia County Hospital Authority, Series A | 0.008529 |  |
| Rome Building Authority, Series 2023 | 0.008523 |  |
| MUNI ELEC AUTH OF GEORGIA REGD B/E 5.00000000 | 0.008492 |  |
| Rome Building Authority, Series 2023 | 0.008469 |  |
| Metropolitan Atlanta Rapid Transit Authority, Series 2025A | 0.008469 |  |
| Griffin Housing Authority, Series 2025 A | 0.008425 |  |
| Main Street Natural Gas, Inc., Series 2025B | 0.008388 |  |
| Douglas County Housing Authority, Series 2025A | 0.008342 |  |
| City of Cartersville, Series 2026 | 0.008327 |  |
| City of Atlanta, Series 2024B | 0.008313 |  |
| SPRINGFIELD GA WTR & SWR REVENUE | 0.008307 |  |
| Atlanta Urban Residential Finance Authority, Series 2024A | 0.008301 |  |
| CARTERSVILLE GA WTR & SWR REVENUE | 0.008298 |  |
| Upper Oconee Basin Water Authority, Series 2024 | 0.008295 |  |
| Jefferson Public Building Authority, Series 2025 | 0.008286 |  |
| City of Columbus, Series 2026 | 0.008278 |  |
| Albany-Dougherty County Hospital Authority | 0.008277 |  |
| Development Authority for Fulton County, Series 2026 | 0.008265 |  |
| Savannah Economic Development Authority, Georgia, Revenue Bonds, Forsyth Park Parking Project, Series 2026A | 0.008243 |  |
| GRIFFIN GA COMB PUBLIC UTILITY REVENUE | 0.008225 |  |
| MUNI ELEC AUTH OF GA | 0.008222 |  |
| George L. Smith II GA World Congress Center Auth. Rev. (Convention Center Hotel) A | 0.008221 |  |
| Columbia County Hospital Authority, Wellstart Health System Inc., Project, Series 2023A | 0.008213 |  |
| Coweta County Water & Sewage Authority, Series 2024, RB | 0.008207 |  |
| Classic Center Authority for Clarke County, Series 2023A | 0.008196 |  |
| PRIV CLGS & UNIVS AUTH GA | 0.008194 |  |
| Macon Water Authority, Series 2024, RB | 0.008186 |  |
| MUNI ELEC AUTH OF GA | 0.008174 |  |
| DEKALB GA W+S 5% 10/1/2052 | 0.008173 |  |
| Walton County Water & Sewer Authority | 0.008172 |  |
| CITY OF ATLANTA GA DEPARTMENT OF AVIATION | 0.008133 |  |
| Rockdale County Public Facilities Authority, Series 2024 | 0.008130 |  |
| GEORGIA ST HSG & FIN AUTH REVENUE | 0.008128 |  |
| DEVELOPMENT AUTHORITY FOR FULTON COUNTY | 0.008126 |  |
| NORTH GEORGIA MAC LLC 5.0% 07-01-36 | 0.008115 |  |
| Gwinnett (County of), GA Development Authority, Series 2017, Ref. RB | 0.008096 |  |
| Development Authority for Fulton County | 0.008081 |  |
| MUNI ELEC AUTH OF GA REGD B/E AG 5.00000000 | 0.008077 |  |
| GNSVLL and HLL GA 5% 2/15/2042 | 0.008052 |  |
| Municipal Gas Authority of Georgia, Series 2025 | 0.008050 |  |
| DEKALB HSG AUTH-A-REV | 0.008040 |  |
| Henry County Water Authority, Series 2025 | 0.008037 |  |
| UNITED STATES SOCCER FEDERATION INC 5.25% 10-01-54 | 0.008019 |  |
| SAVANNAH GEORGIA CONVENTION CTR AUTH GA CONVENTION CTR HOTEL | 0.008007 |  |
| City of Atlanta | 0.007998 |  |

## MFS South Carolina Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.039266 | ✓ |
| Beaufort-Jasper Water & Sewer Authority, Series 2025A | 0.015484 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.014257 | ✓ |
| City of Charleston, Series 2022 | 0.013040 |  |
| Spartanburg County School District No. 4, Series 2022 A, GO Bonds | 0.012951 |  |
| SOUTH CAROLINA ST PORTS AUTH PORTS REVENUE | 0.012638 |  |
| SOUTH CAROLINA ST JOBS-ECON DE REGD B/E 5.25000000 | 0.012086 |  |
| Grand Strand Water & Sewer Authority, Series 2026 | 0.011804 |  |
| SPARTANBURG SC REGL HLTH SVCS DIST INC HOSP REVENUE | 0.011628 |  |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.011369 |  |
| CHARLESTON SC HSG AUTH REVENUE REGD B/E HUD SEC 5.00000000 | 0.010745 |  |
| City of Columbia, Series 2023A | 0.010113 |  |
| Woodruff Facilities Corp., Series 2025 | 0.009900 |  |
| Medical University Hospital Authority, An Agency of The State of south Carolina FHA Insured Hospital Mortgage, Indian Land Project | 0.009355 |  |
| South Carolina State Housing Finance and Development Authority, Series 2026A | 0.009269 |  |
| Clemson University | 0.009261 | ✓ |
| SOUTH CAROLINA ST PUBLIC SVC A SOUTH CAROLINA PUBLIC SERVICE AUTHORITY | 0.009142 |  |
| PATRIOTS EN GRP 5.25% MT | 0.008897 |  |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.008695 |  |
| Clemson University, Series 2025A | 0.008680 |  |
| SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE | 0.008664 |  |
| City of Charleston Waterworks & Sewer System Revenue | 0.008653 |  |
| City of Columbia, Series 2025 | 0.008624 |  |
| GREENVILLE-SPARTANBURG SC ARPT DIST ARPT SYS REVENUE | 0.008604 |  |
| Spartanburg County School District No. 4 | 0.008602 |  |
| South Carolina (State of) Jobs-Economic Development Authority (Prisma Health Obligated Group), Series 2018, RB | 0.008570 |  |
| SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE | 0.008556 |  |
| Columbia Facilities Corp., Series 2025 A | 0.008549 |  |
| SC MDUMED 5.25 11/15/2050 | 0.008534 |  |
| Corp. ForGreer, Series 2025 | 0.008503 |  |
| CHARLSTN SC ARP 5.25% 7/1/2054 | 0.008479 |  |
| Spartanburg County School District No. 7 | 0.008463 |  |
| County of Horry | 0.008458 |  |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.008427 |  |
| South Carolina Jobs-Economic Development Authority, Series 2025 | 0.008419 |  |
| NORTH CHRLTN SC 5% 10/1/2040 | 0.008380 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH ECON DEV REVENUE | 0.008366 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTHCARE REVENUE | 0.008352 |  |
| South Carolina State Housing Finance & Development Authority, Series M TEMS BDS 2023 A FN | 0.008349 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH ECON DEV REVENUE | 0.008344 |  |
| South Carolina Jobs-Economic Development Authority, Series 2023A | 0.008276 |  |
| UNIV SC HGH ED 5% 5/1/2046 | 0.008247 |  |
| GREENWOOD HOSP-REF | 0.008237 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH RSDL DEV REVENUE | 0.008196 |  |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.008073 |  |
| HORRY CNTY S C 4.50% 9/1/2052 | 0.007925 |  |
| College of Charleston, Series 2025A | 0.007905 |  |
| BEAUFORT CNTY 4% 3/1/2048 | 0.007902 |  |
| South Island Public Service District | 0.007872 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH HOSP REVENUE | 0.007855 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-011437` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011437/0002071691-26-011437-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011434` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011434/0002071691-26-011434-index.htm>

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