# Portfolio overlap — MQLFX vs MFIOX Comparing **MFS Limited Maturity Fund** (2026-04-30) and **MFS Income Fund** (2026-04-30). - Shared positions: 52 - MFS Limited Maturity Fund covered by MFS Income Fund: 0.1041688559165527064471580742 - MFS Income Fund covered by MFS Limited Maturity Fund: 0.1041688559165527064471580742 ## 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 | | ## 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 `0002071691-26-015577` (as of 2026-04-30) - 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 _