# Portfolio overlap — MCCAX vs MFSCX Comparing **MFS California Municipal Bond Fund** (2026-03-31) and **MFS South Carolina Municipal Bond Fund** (2026-03-31). - Shared positions: 44 - MFS California Municipal Bond Fund covered by MFS South Carolina Municipal Bond Fund: 0.09051972844484060382097065393 - MFS South Carolina Municipal Bond Fund covered by MFS California Municipal Bond Fund: 0.09051972844484060382097065392 ## MFS California Municipal Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MFS Institutional Money Market Portfolio, Class A | 0.041574 | ✓ | | California Community Choice Financing Authority, Series C | 0.011707 | | | CALIFORNIA COMMUNITY VAR | 0.010073 | | | LOS ANGELES HSG-A | 0.009927 | | | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | 0.009900 | | | OAKLAND UNIF SCH D-A | 0.009228 | | | Inglewood Joint Powers Authority, Series 2025 | 0.007936 | | | California Housing Finance Agency, Series 2026 ISSUE A | 0.007385 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.007239 | | | CALIFORNIA COMMUNITY VAR | 0.006782 | | | San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Second Series 2023 C, Ref. RB | 0.006694 | | | San Francisco Community College District, Series B | 0.006656 | | | OAKLAND-D | 0.006640 | | | California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB | 0.006630 | ✓ | | California (State of) Community Choice Financing Authority (Green Bonds), Series 2023, RB | 0.006560 | | | IRVINE CMNTY FACS DT | 0.006551 | | | San Diego County Regional Airport Authority, Series 2025 B | 0.006524 | | | SAN LUIS OBISPO PUBLIC FINANCI SLOFIN 12/53 FIXED 5 | 0.006501 | | | CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.006478 | | | PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.006371 | ✓ | | Mt. San Antonio Community College District, Series 2013A | 0.006363 | | | CA STWD(ENLOE HLTH SYST)/AGM 5.38% 8/15/57 | 0.006339 | | | CA MUNI FIN AUTH-A | 0.006274 | | | California Housing Finance Agency, Series 2024 ISSUE DD | 0.006218 | | | CALIFORNIA HSG FIN AGY LTD OBLIG MF HSG REVENUE | 0.006159 | | | CALIFORNIA HSG FIN AGY LTD OBLIG MF HSG REVENUE | 0.006159 | | | CALIFORNIA HSG FIN AGY LTD OBLIG MF HSG REVENUE | 0.006157 | | | North Lake Tahoe Public Financing Authority 5.50% 12/01/2047 | 0.005992 | | | SANTA CLARA CY 3% 5/1/2039 | 0.005954 | | | New Hampshire Business Finance Authority, Series 4, Class A | 0.005949 | | | Clovis Unified School District, Series C | 0.005904 | | | Alameda Corridor Transportation Authority, Series C | 0.005838 | | | UNIV OF CA REGENTS -P | 0.005667 | | | LOS ANGELES DEPT ARPT | 0.005592 | | | CALIFORNIA ST MUNI FIN AUTH RE CASFIN 01/42 FIXED 5 | 0.005414 | | | CALIFORNIA CMNTY CHOICE FING A REGD B/E 5.25000000 | 0.005378 | | | CALIFORNIA COMMUNITY VAR | 0.005370 | | | CA ST UNIV-A-REF | 0.005361 | | | LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE | 0.005346 | | | San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Second Series 2024, Ref. RB | 0.005336 | | | Ceres Unified School District, Series 2025A | 0.005227 | | | Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Refunding Subordinate Green Series 2025A | 0.005224 | | | Kerman Public Financing Authority, Series 2025 | 0.005204 | | | San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2016, RB | 0.005014 | | | CA ST MFA COP 5.25% 11/1/2052 | 0.005008 | | | CA MUNI FIN AUTH-A | 0.005004 | | | BEVERLY HILLS USD CAB | 0.004996 | | | REPUBLIC SERVICES INC (MPT) 3.875% 03-01-54 | 0.004980 | | | INDIO PUB FING AUTH-A | 0.004931 | | | GOLDEN ST TOBACCO SECURITIZATI REGD B/E 5.00000000 | 0.004907 | | ## 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 `0002071691-26-011424` (as of 2026-03-31) - N-PORT (fund B) — accession `0002071691-26-011434` (as of 2026-03-31) --- _Informational only — not investment advice. 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