# Portfolio overlap — MCSIX vs MQLIX Comparing **MFS Commodity Strategy Fund** (2026-01-31) and **MFS Limited Maturity Fund** (2026-04-30). - Shared positions: 294 - MFS Commodity Strategy Fund covered by MFS Limited Maturity Fund: 0.6047757968006552635593691078 - MFS Limited Maturity Fund covered by MFS Commodity Strategy Fund: 0.6047757968006552635593691079 ## 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 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 `0001410368-26-032766` (as of 2026-01-31) - 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 _