# Portfolio overlap — MIMIX vs MFSMX Comparing **MFS Municipal Income Fund** (2026-03-31) and **MFS Maryland Municipal Bond Fund** (2026-03-31). - Shared positions: 71 - MFS Municipal Income Fund covered by MFS Maryland Municipal Bond Fund: 0.08626528760095164889494085742 - MFS Maryland Municipal Bond Fund covered by MFS Municipal Income Fund: 0.08626528760095164889494085740 ## MFS Municipal Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MFS Institutional Money Market Portfolio, Class A | 0.024361 | ✓ | | Black Belt Energy Gas District | 0.005283 | | | TEXAS ST MUNI GAS ACQUISITION& TEXAS MUNICIPAL GAS ACQUISITION & SUPPLY CORP IV | 0.004699 | | | PRINCETON TX INDEP SCH DIST | 0.004287 | | | NY TRANS CORP(JFK INT NEW ONE)/AGM 5.25% 6/30/60@ | 0.004217 | | | NY TRANS CORP(JFK INT NEW ONE)/AGM 5.13% 6/30/60@ | 0.004200 | ✓ | | New Hampshire Business Finance Authority, Series 2023A | 0.004140 | | | California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB | 0.004015 | ✓ | | BLACK BELT ENGY GAS-C | 0.003628 | | | NOVANT HEALTH OBLIGATED GROUP 5.5% 06-01-50 | 0.003512 | | | PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.003356 | ✓ | | VIRGINIA ST HSG DEV AUTH | 0.003157 | | | PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT AG 5.00000000 | 0.003155 | ✓ | | QUEEN CREEK AZ COPS | 0.003133 | | | Connecticut State Health & Educational Facilities Authority, Series A | 0.003092 | | | METROCARE SVC REV | 0.003070 | | | NY TRANSPRTN DEV CORP | 0.002999 | | | MD HLTH HGR AUTH-A | 0.002973 | | | WV HOSP 5.375% 9/1/2053 | 0.002961 | | | TENNERGY CORP TN GAS REVENUE TGYPWR 10/53 ADJUSTABLE VAR | 0.002956 | ✓ | | JEA WTR & SWR REV-A | 0.002955 | | | Black Belt Energy Gas District, Series 2025 A | 0.002908 | | | Delaware State Housing Authority, Series BDS 2023 | 0.002882 | | | TX PRIVATE ACTIVITY | 0.002788 | | | Energy Southeast Cooperative District, Alabama, Energy Supply Revenue Bonds, Series 2025B | 0.002783 | | | Alachua County Health Facilities Authority, Series 2025 A | 0.002767 | | | Southeast Energy Authority, Alabama, Commodity Supply Revenue Bonds, Project 5, Series 2023A | 0.002756 | ✓ | | TOWER HEALTH OBLIGATED GROUP 5.0% 06-30-39 | 0.002649 | | | MAIN STR NAT GA 5% MT | 0.002649 | | | SPOKANE CNTY WA ARPT REVENUE | 0.002646 | | | BLACK BELT ENERGY GAS VAR | 0.002623 | | | CHICAGO ILLIN 6% 4/1/2046 | 0.002603 | | | California (State of) Housing Finance Agency (Social Certificates), Series 2023-1, RB | 0.002590 | | | Fishers Town Hall Building Corp., Series 2023 A, RB | 0.002510 | | | MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.00000000 | 0.002490 | | | Maryland Department of Housing & Community Development, Series 2024 E | 0.002485 | ✓ | | WISCONSIN ST HT 4% 4/1/2040 | 0.002434 | | | New Hampshire Business Finance Authority, Series 2024A | 0.002423 | | | PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.00000000 | 0.002413 | | | Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2025B | 0.002387 | ✓ | | COLORADO ST HLTH FACS AUTH REV REGD B/E 4.00000000 | 0.002357 | | | ORANGE HLTH FACS-A | 0.002301 | | | Jefferson (County of), AL, Series 2024, Ref. Revenue Wts. | 0.002283 | | | SAN ANTONIO WTR 5.25% 5/15/2052 | 0.002254 | | | Travis County Healthcare District | 0.002242 | | | Energy Southeast A Cooperative District, Series B-1 | 0.002233 | | | MICHIGAN ST HSG DEV AUTH RENTAL HSG REVENUE | 0.002232 | | | FRETE ML-15 TRUST | 0.002228 | | | California Community Choice Financing Authority, Series C | 0.002227 | | | NY NYCDEV 5 11/15/2044 | 0.002213 | ✓ | ## MFS Maryland Municipal Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MFS Institutional Money Market Portfolio, Class A | 0.032878 | ✓ | | MARYLAND ST ECON DEV CORP LEASE REVENUE | 0.013277 | | | Maryland Economic Development Corp., Series 2024 | 0.012570 | | | Montgomery (County of), MD, Series 2017, GO Bonds | 0.012208 | | | MARYLAND ST STD 5% 5/1/2035 | 0.011470 | | | PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.011098 | ✓ | | County of Prince George's, Series 2025 A | 0.010330 | | | Washington Metropolitan Area Transit Authority Dedicated | 0.010326 | | | Maryland Stadium Authority, Series 2024 | 0.010099 | | | County of Anne Arundel, Series 2025 | 0.010040 | | | MD HLTH & HGR EDL-A | 0.010035 | | | Maryland Health & Higher Educational Facilities Authority | 0.009986 | | | PRINCE GEO COP 5% 10/1/48 | 0.009796 | | | Maryland Community Development Administration, Series 2025 F-1 | 0.009679 | | | MARYLAND STADIUM AUTHORITY | 0.009589 | | | WASHINGTON SUBURBAN SANITARY COMMISSION | 0.009393 | | | COUNTY OF BALTIMORE MD | 0.009367 | | | County of Howard | 0.009150 | | | MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH REVENUE | 0.009039 | | | Maryland Health & Higher Educational Facilities Authority, Series 2004 | 0.008971 | | | County of Anne Arundel, Series 2023 | 0.008952 | | | City of Baltimore, Series 2019 A | 0.008944 | | | Maryland Community Development Administration Department of Housing and Community Development, Residential Revenue Bonds, Taxable Series 2019D | 0.008944 | | | MARYLAND ST STA 4% 6/1/2046 | 0.008446 | | | MARYLAND HEALTH & HIGHER EDUCATIONAL FACILITIES AUTHORITY | 0.008276 | | | Maryland Health & Higher Educational Facilities Authority | 0.008100 | | | MONTGOMERY CNTY MD REVENUE REGD B/E 5.00000000 | 0.007969 | | | Maryland Community Development Administration Local Government Infrastructure | 0.007904 | | | MD CMNTY DEV-D-1 | 0.007651 | | | Washington Metropolitan Area Transit Authority, Series 2018, RB | 0.007425 | | | MD HEFA 4% 7/1/2048 | 0.007121 | | | County of Montgomery | 0.007114 | | | MD CMNTY DEPT ADMIN-B | 0.007054 | | | Maryland Health & Higher Educational Facilities Authority | 0.007032 | | | CALIFORNIA COMMUNITY VAR | 0.006952 | | | MD TRANSPRTN-A-REF | 0.006941 | | | Montgomery County Housing Opportunities Commission, Series 2023 C | 0.006918 | | | Maryland Department of Housing & Community Development, Series 2024 E | 0.006917 | ✓ | | MD ECON DEV CORP-A | 0.006890 | | | County of Prince George's | 0.006685 | | | MARYLAND ST ECON DEV CORP AIR CARGO REVENUE | 0.006683 | | | Washington Metropolitan Area Transit Authority, Series 2025, RB | 0.006673 | | | Maryland Stadium Authority Sports Entertainment Facilities Revenue, Series 2023 A | 0.006646 | | | State of Maryland Department of Transportation, Series 2024 A | 0.006637 | | | MARYLAND ST HLTH & HGR EDUCTNL MARYLAND HEALTH & HIGHER EDUCATIONAL FACILITIES AU | 0.006626 | | | MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH REVENUE | 0.006592 | | | Maryland Department of Housing & Community Development, Series 2025 D | 0.006580 | | | State of Maryland Department of Transportation, Series 2024 A | 0.006577 | ✓ | | MARYLAND ST STA 4% 6/1/2036 | 0.006569 | | | Montgomery County Housing Opportunities Commission, Series 2025A | 0.006561 | | ## Sources - N-PORT (fund A) — accession `0002071691-26-011438` (as of 2026-03-31) - N-PORT (fund B) — accession `0002071691-26-011429` (as of 2026-03-31) --- _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 _