# Portfolio overlap — MCSOX vs MFIOX Comparing **MFS Commodity Strategy Fund** (2026-01-31) and **MFS Income Fund** (2026-04-30). - Shared positions: 40 - MFS Commodity Strategy Fund covered by MFS Income Fund: 0.07568505244413636002677741863 - MFS Income Fund covered by MFS Commodity Strategy Fund: 0.07568505244413636002677741863 ## 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 Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.029435 | | | US TREASURY N/B | 0.023805 | | | US TREASURY N/B | 0.021960 | ✓ | | US TREASURY N/B | 0.019849 | | | US TREASURY N/B | 0.018703 | | | MFS Institutional Money Market Portfolio, Class A | 0.018382 | ✓ | | US TREASURY N/B | 0.018213 | | | US TREASURY N/B | 0.017472 | | | US TREASURY N/B | 0.017419 | | | US TREASURY N/B | 0.017167 | | | US TREASURY N/B | 0.016192 | | | US TREASURY N/B | 0.015757 | | | US TREASURY N/B | 0.011813 | | | US TREASURY N/B | 0.008350 | | | JEFFERIES GROUP | 0.006207 | | | US TREASURY N/B | 0.005581 | | | New Residential Mortgage Loan Trust, Series 2026-NQM3, Class A1 | 0.004848 | | | PMT Loan Trust, Series 2026-INV2, Class A35 | 0.004845 | | | MF1 2025-FL19 LLC MF1 2025-FL19 AS | 0.004800 | | | Enel SPA 7.50 10/14/2032 | 0.004714 | | | Venture Global LNG Inc | 0.004699 | | | STORE Master Funding LLC, Series 2025-1A, Class A2 | 0.004598 | | | SANTOS FINANCE LTD REGD 144A P/P 6.87500000 | 0.004555 | | | US TREASURY N/B | 0.004514 | | | AUTONATION INC | 0.004514 | | | PFP Ltd., Series 2024-11, Class AS | 0.004326 | | | MF1 2025-FL19 LLC SER 2025-FL19 CL B V/R REGD 144A P/P 6.07586000 | 0.004272 | | | SAMMONS FINL. GRP. 6.875% | 0.004236 | | | C V6.875 PERP GG | 0.004217 | | | Bain Capital Credit CLO 2021-4 Ltd | 0.004160 | | | US TREASURY N/B | 0.004022 | | | VORNADO REALTY LP SR UNSECURED 02/33 5.75 | 0.003960 | | | TRANSDIGM INC SUB 4.625% 01-15-29 | 0.003924 | | | Northwoods Capital XIV-B Ltd., Series 2018-14BA, Class BR | 0.003899 | | | BOOZ ALLEN HAMILTON INC REGD 5.95000000 | 0.003860 | | | MF1 LLC, Series 2025-FL20, Class C | 0.003832 | | | SKX 10 07/15/33 144a | 0.003813 | | | Provident Funding Mortgage Trust, Series 2025-5, Class A4 | 0.003808 | | | Black Diamond CLO Ltd., Series 2019-2A, Class BR | 0.003796 | | | Parallel Ltd., Series 2023-1A, Class A2R | 0.003790 | | | NH NFAUTL 6.89 04/01/2034 | 0.003737 | | | COMM Mortgage Trust, Series 2024-CBM, Class B | 0.003731 | | | Jane Street Group / JSG Finance Inc. | 0.003688 | | | FR 5.25 01/15/31 | 0.003613 | | | Venture 43 CLO Ltd | 0.003541 | | | CHARLES SCHWAB | 0.003521 | | | MASSACHUSETTS ST DEV FIN AGY REVENUE | 0.003492 | | | NOMURA HOLDINGS | 0.003466 | | | MSRM 2026-NQM2 A1 | 0.003460 | | | NOMURA HOLDINGS INC JR SUBORDINA 12/99 VAR | 0.003452 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-032766` (as of 2026-01-31) - N-PORT (fund B) — accession `0002071691-26-015571` (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 _