# Portfolio overlap — MTSCX vs MFSSX

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

- Shared positions: 65
- MFS South Carolina Municipal Bond Fund covered by MFS Massachusetts Municipal Bond Fund: 0.1122596060035186758773600061
- MFS Massachusetts Municipal Bond Fund covered by MFS South Carolina Municipal Bond Fund: 0.1122596060035186758773600061

## 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 Massachusetts Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.016774 | ✓ |
| MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.00000000 | 0.013654 |  |
| Commonwealth of Massachusetts Transportation Fund, Series 2025A | 0.012980 |  |
| MASSACHUSETTS ST DEV FIN AGY REVENUE | 0.012407 |  |
| MA CLEAN WTR TRUST-27 | 0.010486 |  |
| MBTA SLS TAX 5.25% 7/1/55 | 0.010384 |  |
| MASSACHUSETTS ST | 0.010329 |  |
| MASSACHUSETTS ST SCH BLDG AUTH SALES TAX REVENUE | 0.010284 |  |
| MASSACHUSETTS ST SCH BLDG AUTH SALES TAX REVENUE | 0.010241 |  |
| MA ST TRANS REV 5% 6/1/2053 | 0.010215 |  |
| Tri-County Regional Vocational Technical School District, Series CHAPTER 70B | 0.009643 |  |
| MASS DEVEL FIN 4% 10/1/2045 | 0.009112 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.008951 | ✓ |
| MASSACHUSETTS ST DEV FIN AGY REVENUE | 0.008940 |  |
| MASSACHUSETTS ST PORT AUTH | 0.008907 |  |
| Massachusetts Development Finance Agency, Series 2025W | 0.008858 |  |
| Town of Tisbury | 0.008847 |  |
| Massachusetts Housing Finance Agency | 0.008698 |  |
| Massachusetts Bay Transportation Authority, Series 2025 B | 0.007968 |  |
| Massachusetts Educational Financing Authority | 0.007892 |  |
| WAKEFIELD MA REGD B/E 5.00000000 | 0.007816 |  |
| Massachusetts Development Finance Agency | 0.007760 |  |
| MASSACHUSETTS ST DEV FIN AGY REVENUE | 0.007740 |  |
| MA ST TRANS REV 5% 6/1/2049 | 0.007700 |  |
| MASS DEVEL FIN 5% 7/1/2048 | 0.007685 |  |
| MASSACHUSETTS ST PORT AUTH REGD B/E AMT 5.00000000 | 0.007585 |  |
| MASSACHUSETTS ST | 0.007574 |  |
| MASSACHUSETTS ST PORT AUTH | 0.007555 |  |
| MASSACHUSETTS ST TRANSPRTN FUND REVENUE | 0.007549 |  |
| MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.50000000 | 0.007542 |  |
| MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.00000000 | 0.007516 |  |
| Massachusetts Housing Finance Agency | 0.007501 |  |
| Massachusetts Port Authority, Revenue Bonds, Refunding Series 2017A | 0.007470 |  |
| Massachusetts (Commonwealth of), Series 2024 E, GO Bonds | 0.007456 |  |
| Massachusetts Housing Finance Agency, Series 2013B | 0.007423 |  |
| Massachusetts Housing Finance Agency, Series 249 | 0.007379 |  |
| S E ENERGY COOP DT | 0.007237 |  |
| MA ST DEV FIN -J2 | 0.007146 |  |
| Nashoba Regional School District | 0.007130 |  |
| Commonwealth of Massachusetts Transportation Fund Revenue | 0.007074 |  |
| Massachusetts Development Finance Agency 4.00% 07/01/2039 | 0.007048 |  |
| MASSACHUSETTS ST PORT AUTH | 0.007009 |  |
| Town of Hingham, Series 2025 | 0.006960 |  |
| NEW BEDFORD MA | 0.006858 |  |
| MASSACHUSETTS ST DEV FIN AGY REVENUE | 0.006853 |  |
| MASSACHUSETTS ST DEV FIN AGY REVENUE | 0.006732 |  |
| MA ST DEV FIN AGY-N | 0.006704 |  |
| Massachusetts Housing Finance Agency, Single Family Housing Revenue Bonds, Social Series 2024-234 | 0.006693 |  |
| Massachusetts Development Finance Agency | 0.006494 |  |
| CALIFORNIA ST HLTH FACS FING AUTH REVENUE | 0.006149 |  |


## 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 `0002071691-26-011422` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011422/0002071691-26-011422-index.htm>

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