# Portfolio overlap — MTSCX vs MFALX

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

- Shared positions: 56
- MFS South Carolina Municipal Bond Fund covered by MFS Alabama Municipal Bond Fund: 0.1259804942161218361696593803
- MFS Alabama Municipal Bond Fund covered by MFS South Carolina Municipal Bond Fund: 0.1259804942161218361696593803

## 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 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-011434` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011434/0002071691-26-011434-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011427` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011427/0002071691-26-011427-index.htm>

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