# Portfolio overlap — MLALX vs MFSMX

Comparing **MFS Alabama Municipal Bond Fund** (2026-03-31) and **MFS Maryland Municipal Bond Fund** (2026-03-31).

- Shared positions: 49
- MFS Alabama Municipal Bond Fund covered by MFS Maryland Municipal Bond Fund: 0.09194402917344554161064921759
- MFS Maryland Municipal Bond Fund covered by MFS Alabama Municipal Bond Fund: 0.09194402917344554161064921761

## MFS Alabama Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.023182 | ✓ |
| Auburn University, Series 2018 A, RB | 0.021740 |  |
| Baldwin County Public Building Authority | 0.017098 |  |
| Irondale Public Building Authority, Series 2024 | 0.015068 |  |
| Jefferson (County of), AL, Series 2024, Ref. Revenue Wts. | 0.014877 |  |
| City of Oxford | 0.014537 |  |
| State of Alabama Docks Department | 0.014509 |  |
| Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2022A-1 | 0.014467 |  |
| Cherokee County Board of Education | 0.014452 |  |
| Special Care Facilities Financing Authority of the City of Pell City Alabama | 0.014195 |  |
| Mobile County Board of School Commissioners | 0.014175 |  |
| ALABAMA ST HSG FIN AUTH MF TAX REGD N/C B/E 4.45000000 | 0.014006 |  |
| Lawrence County Board of Education | 0.013742 |  |
| Mobile County Board of School Commissioners | 0.013531 |  |
| INFIRMARY HLTH SYS AL SPL CARE FACS FING AUTH REVENUE | 0.013451 |  |
| DCH HLTH CARE -A-REV | 0.013161 |  |
| HLTH CARE AUTH FOR BAPTIST HLT HLTMED 11/37 FIXED 5 | 0.013089 |  |
| Orange Beach Water Sewer & Fire Protection Authority | 0.012923 |  |
| Alabama Community College System, Series 2019 | 0.012400 |  |
| City of Arab | 0.011823 |  |
| Cooper Green Mercy Health Services Authority, Series 2022, RB | 0.011769 |  |
| MOBILE AL 0% 2/15/2042 | 0.011611 |  |
| City of Huntsville | 0.011461 |  |
| Alabama Federal Aid Highway Finance Authority, Series 2025, RB | 0.011450 |  |
| ALABAMA ST HIGHWAY AUTH SPL OBLIG REVENUE | 0.011446 |  |
| City of Huntsville | 0.011359 |  |
| ALABAMA ST HSG FIN AUTH SF MTG REGD B/E GNMA/FN 5.75000000 | 0.011359 |  |
| ALABAMA ST HSG FIN AUTH SF MTG REGD B/E GNMA/FN 5.75000000 | 0.011197 |  |
| AL HSG 6% 4/1/2055 | 0.011158 |  |
| Birmingham-Jefferson Civic Center Authority, Series 2023A | 0.011006 |  |
| Alabama Community College System, Series 2025 | 0.010994 |  |
| JACKSONVILLE PUBLIC EDUCTNL BLDG AUTH | 0.010987 |  |
| Prattville Waterworks Board, Series 2023 | 0.010922 |  |
| Harvest-Monrovia Water Sewer & Fire Protection Authority, Inc., Series 2025 | 0.010884 |  |
| Lauderdale County Agriculture Center Authority, Series 2024 | 0.010857 |  |
| UNIV SOUTH AL 5% 4/1/2049 | 0.010841 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.010827 | ✓ |
| City of Fort Payne | 0.010798 |  |
| AL ALSSFM 4.55 10/01/2044 | 0.010247 |  |
| County of Mobile | 0.010235 |  |
| Madison Water & Wastewater Board | 0.009986 |  |
| Cherokee County Public Building Authority | 0.009886 |  |
| Alabama Community College System, Series 2024 | 0.009860 |  |
| Cullman City Board of Education | 0.009664 |  |
| Limestone County Water & Sewer Authority, Series 2024 | 0.009651 |  |
| City of Clanton | 0.008443 |  |
| Jacksonville Public Educational Building Authority | 0.008332 |  |
| Enterprise Board of Education | 0.007744 |  |
| City of Gadsden AL | 0.007627 |  |
| MONTGOMERY WTRWORKS | 0.007621 |  |

## 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 `0002071691-26-011427` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011427/0002071691-26-011427-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011429` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011429/0002071691-26-011429-index.htm>

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