# Portfolio overlap — MPPAX vs MFSCX

Comparing **MFS Pennsylvania Municipal Bond Fund** (2026-03-31) and **MFS South Carolina Municipal Bond Fund** (2026-03-31).

- Shared positions: 57
- MFS Pennsylvania Municipal Bond Fund covered by MFS South Carolina Municipal Bond Fund: 0.1010697923261622178039754651
- MFS South Carolina Municipal Bond Fund covered by MFS Pennsylvania Municipal Bond Fund: 0.1010697923261622178039754651

## MFS Pennsylvania Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Indiana County Industrial Development Authority, Pennsylvania, Revenue Bonds, Foundation for Indiana University of Pennsylvania Project, Refunding Ser | 0.012883 |  |
| Southeastern Pennsylvania Transportation Authority, Revenue Bonds, Asset Improvement Series 2022 | 0.011118 |  |
| Pennsylvania State University (The), Series 2022A | 0.011094 |  |
| Philadelphia (City of), PA, Series 2025, RB | 0.010624 |  |
| Bucks County Water and Sewer Authority, Pennsylvania, Sewer System Revenue Bonds, Series 2022A | 0.010398 |  |
| MONTGOMERY HGR EDU-B | 0.010006 |  |
| PENNSYLVANIA ST HGR EDUCTNL FACS AUTH REVENUE | 0.009487 |  |
| Chester County Health and Education Facilities Authority | 0.009354 |  |
| Pennsylvania Housing Finance Agency, Single Family Mortgage, Series 2026-152A | 0.008964 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.008698 | ✓ |
| INTER PA 458436 5.50% 8/15/2063 | 0.008455 |  |
| Pennsylvania Housing Finance Agency | 0.008340 |  |
| PHIL PA GAS/AGM 5.25% 8/1/54 | 0.008323 |  |
| ALLEG PA SWR 5% 12/1/2050 | 0.008244 |  |
| BRISTOL TWP PA SCH DIST | 0.008243 |  |
| School District of Philadelphia (The), Series 2019A | 0.008202 |  |
| PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE | 0.008164 |  |
| SCHOOL DISTRICT OF PHILADELPHIA THE | 0.008028 |  |
| WILKES-BARRE PA AREA SCH DIST | 0.008019 |  |
| PENNSYLVANIA ST HSG FIN AGY MF HSG REVENUE | 0.008000 |  |
| Pennsylvania Housing Finance Agency, Series 2026, RB | 0.007821 |  |
| Chester County School Authority, Series 2024 | 0.007717 |  |
| PENNSYLVANIA ST HSG FIN AGY SF REGD B/E 6.00000000 | 0.007661 |  |
| Cheltenham Township School District, Series 2026 | 0.007620 |  |
| Pittsburgh, Pennsylvania, General Obligation Bonds, Capital Improvement Series 2025 | 0.007389 |  |
| TOWER HEALTH OBLIGATED GROUP 5.0% 06-30-39 | 0.007382 |  |
| TEMPLE UNIV-REF-FIRST | 0.007257 |  |
| Pennsylvania Turnpike Commission, Series 2019A | 0.007245 |  |
| Moon Area School District, Series 2024 B | 0.007227 |  |
| Chester (County of), PA Industrial Development Authority (University Student Housing, LLC at West Chester University of Pennsylvania) | 0.007074 |  |
| WESTMORELAND PA 4% 7/1/2037 | 0.007057 |  |
| Philadelphia (City of), PA Authority for Industrial Development (University Square Apartments), Series 2017, RB | 0.006764 |  |
| ST PUB SCH BLDG AUTH | 0.006756 |  |
| PENNSYLVANIA ST ECON DEV FINGA REGD OID B/E AG 4.00000000 | 0.006746 |  |
| NYC TRANSITIONAL FIN | 0.006682 |  |
| PENNSYLVANIA ST HSG FIN AGY SF REGD B/E 5.50000000 | 0.006579 |  |
| William Penn School District Authority, Series 2025A | 0.006307 |  |
| Pennsylvania Higher Education Assistance Agency, Education Loan Revenue Bonds, Senior Series 2022A | 0.006151 |  |
| PENNSYLVANIA ST HSG FIN AGY SF REGD B/E 5.75000000 | 0.006066 |  |
| Clemson University | 0.005931 | ✓ |
| PENNSYLVANIA ST ECON DEV FING AUTH SOLID WASTE DISPOSAL REV | 0.005896 |  |
| BETHEL PK SD | 0.005728 |  |
| PENNSYLVANIA ST HGR EDUCTNL FA REGD B/E 5.50000000 | 0.005666 |  |
| PHIL PA WTR/AGM 5.5% 9/1/53 | 0.005650 |  |
| Pennsylvania Turnpike Commission, Series 2025B | 0.005640 |  |
| BETHLEHEM ASD | 0.005628 |  |
| Pennsylvania Turnpike Commission, Series 2025 A | 0.005600 |  |
| ALLEG PA ARPT 5.50% 1/1/2050 @ | 0.005598 |  |
| PENNSBURY SD | 0.005581 |  |
| PENNSYLVANIA ST HGR EDUCTNL FA REGD B/E AG 5.25000000 | 0.005575 |  |

## MFS South Carolina Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.039266 | ✓ |
| Beaufort-Jasper Water & Sewer Authority, Series 2025A | 0.015484 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.014257 | ✓ |
| City of Charleston, Series 2022 | 0.013040 |  |
| Spartanburg County School District No. 4, Series 2022 A, GO Bonds | 0.012951 |  |
| SOUTH CAROLINA ST PORTS AUTH PORTS REVENUE | 0.012638 |  |
| SOUTH CAROLINA ST JOBS-ECON DE REGD B/E 5.25000000 | 0.012086 |  |
| Grand Strand Water & Sewer Authority, Series 2026 | 0.011804 |  |
| SPARTANBURG SC REGL HLTH SVCS DIST INC HOSP REVENUE | 0.011628 |  |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.011369 |  |
| CHARLESTON SC HSG AUTH REVENUE REGD B/E HUD SEC 5.00000000 | 0.010745 |  |
| City of Columbia, Series 2023A | 0.010113 |  |
| Woodruff Facilities Corp., Series 2025 | 0.009900 |  |
| Medical University Hospital Authority, An Agency of The State of south Carolina FHA Insured Hospital Mortgage, Indian Land Project | 0.009355 |  |
| South Carolina State Housing Finance and Development Authority, Series 2026A | 0.009269 |  |
| Clemson University | 0.009261 | ✓ |
| SOUTH CAROLINA ST PUBLIC SVC A SOUTH CAROLINA PUBLIC SERVICE AUTHORITY | 0.009142 |  |
| PATRIOTS EN GRP 5.25% MT | 0.008897 | ✓ |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.008695 |  |
| Clemson University, Series 2025A | 0.008680 |  |
| SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE | 0.008664 |  |
| City of Charleston Waterworks & Sewer System Revenue | 0.008653 |  |
| City of Columbia, Series 2025 | 0.008624 |  |
| GREENVILLE-SPARTANBURG SC ARPT DIST ARPT SYS REVENUE | 0.008604 |  |
| Spartanburg County School District No. 4 | 0.008602 |  |
| South Carolina (State of) Jobs-Economic Development Authority (Prisma Health Obligated Group), Series 2018, RB | 0.008570 |  |
| SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE | 0.008556 |  |
| Columbia Facilities Corp., Series 2025 A | 0.008549 |  |
| SC MDUMED 5.25 11/15/2050 | 0.008534 |  |
| Corp. ForGreer, Series 2025 | 0.008503 |  |
| CHARLSTN SC ARP 5.25% 7/1/2054 | 0.008479 |  |
| Spartanburg County School District No. 7 | 0.008463 |  |
| County of Horry | 0.008458 |  |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.008427 |  |
| South Carolina Jobs-Economic Development Authority, Series 2025 | 0.008419 |  |
| NORTH CHRLTN SC 5% 10/1/2040 | 0.008380 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH ECON DEV REVENUE | 0.008366 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTHCARE REVENUE | 0.008352 |  |
| South Carolina State Housing Finance & Development Authority, Series M TEMS BDS 2023 A FN | 0.008349 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH ECON DEV REVENUE | 0.008344 |  |
| South Carolina Jobs-Economic Development Authority, Series 2023A | 0.008276 |  |
| UNIV SC HGH ED 5% 5/1/2046 | 0.008247 |  |
| GREENWOOD HOSP-REF | 0.008237 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH RSDL DEV REVENUE | 0.008196 |  |
| SOUTH CAROLINA ST HSG FIN & DEV AUTH MTGE REVENUE | 0.008073 |  |
| HORRY CNTY S C 4.50% 9/1/2052 | 0.007925 |  |
| College of Charleston, Series 2025A | 0.007905 |  |
| BEAUFORT CNTY 4% 3/1/2048 | 0.007902 |  |
| South Island Public Service District | 0.007872 |  |
| SOUTH CAROLINA ST JOBS-ECON DEV AUTH HOSP REVENUE | 0.007855 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-011421` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011421/0002071691-26-011421-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011434` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011434/0002071691-26-011434-index.htm>

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