# Portfolio overlap — MCSIX vs MFBFX

Comparing **MFS Commodity Strategy Fund** (2026-01-31) and **MFS Corporate Bond Fund** (2026-04-30).

- Shared positions: 36
- MFS Commodity Strategy Fund covered by MFS Corporate Bond Fund: 0.06820550646333287341249350742
- MFS Corporate Bond Fund covered by MFS Commodity Strategy Fund: 0.06820550646333287341249350742

## MFS Commodity Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.085825 | ✓ |
| US TREASURY N/B | 0.062161 |  |
| US TREASURY N/B | 0.048498 |  |
| US TREASURY N/B | 0.047498 |  |
| US TREASURY N/B | 0.037468 |  |
| US TREASURY N/B | 0.033472 |  |
| WHEAT MAY 26 | 0.026629 |  |
| ZSCALER INC CFD | 0.026289 |  |
| US TREASURY N/B | 0.024527 |  |
| FHLBDN 0 02/02/26 | 0.021118 |  |
| S&P 500 MINI INDEX 02/06/26W 680P | 0.017602 |  |
| ZOOM COMMUNICATIONS INC CLASS A | 0.017482 |  |
| PNC V5.354 12/02/28 | 0.005517 |  |
| BOEING CO | 0.005247 |  |
| JBS/FOODS/FOOD | 0.005229 |  |
| SMBC AVIATION CAPITAL FI REGD 144A P/P 5.30000000 | 0.004561 | ✓ |
| FORD MOTOR CRED | 0.004521 | ✓ |
| ELEMENT FLEET MA | 0.004443 |  |
| TORONTO DOM BANK | 0.004410 |  |
| BACARDI / MARTIN | 0.004397 |  |
| MARS INC | 0.004290 |  |
| PIONEER NATURAL | 0.004259 | ✓ |
| TCW CLO Ltd., Series 2020-1A, Class BR3 | 0.004253 |  |
| NATIONWIDE BUILDING SOC(UNGTD) 2.972%/VAR 02/16/2028 144A | 0.004193 |  |
| BROOKFIELD FIN | 0.004161 |  |
| Dryden 75 CLO Ltd., Series 2019-75A, Class BR3 | 0.004142 |  |
| ROGERS COMMUNIC | 0.004103 |  |
| AUTONATION INC | 0.004098 |  |
| Rentokil Terminix Funding, LLC | 0.004063 | ✓ |
| WELLS FARGO CO | 0.003956 |  |
| DCP MIDSTREAM OP | 0.003953 |  |
| SAMMONS FIN GLO | 0.003797 |  |
| EQT CORP | 0.003708 |  |
| MARRIOTT INTL | 0.003639 |  |
| Cox Enterprises, Inc. 5.45 09/15/2028 | 0.003613 |  |
| PACIFIC GAS&ELEC | 0.003594 |  |
| TRUIST FINANCIAL | 0.003564 |  |
| BNP PARIBAS | 0.003543 |  |
| Trinitas CLO XV Ltd., Series 2021-15A, Class B1R | 0.003526 |  |
| PNC FINANCIAL | 0.003506 |  |
| CAIXABANK SA SR UNSECURED 144A 03/30 VAR | 0.003478 |  |
| Element Fleet Management Corp. | 0.003474 | ✓ |
| CPGX 6.042 08/15/28 | 0.003456 |  |
| Invesco CLO Ltd., Series 2022-2A, Class BR | 0.003439 |  |
| PFP 2025-12 LTD SER 2025-12 CL A V/R REGD 144A P/P 5.22367000 | 0.003438 |  |
| MORGAN STANLEY | 0.003433 |  |
| CORPORATE OFFICE | 0.003360 |  |
| Dryden 95 CLO Ltd., Series 2021-95A, Class BR | 0.003344 |  |
| CHARLES SCHWAB | 0.003329 |  |
| PAYCHEX INC | 0.003304 | ✓ |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-032766` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/764719/000141036826032766/0001410368-26-032766-index.htm>
- N-PORT (fund B) — accession `0002071691-26-015565` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/63075/000207169126015565/0002071691-26-015565-index.htm>

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_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._

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