# Portfolio overlap — MWVIX vs MFSMX

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

- Shared positions: 50
- MFS West Virginia Municipal Bond Fund covered by MFS Maryland Municipal Bond Fund: 0.08541929172752468806937281643
- MFS Maryland Municipal Bond Fund covered by MFS West Virginia Municipal Bond Fund: 0.08541929172752468806937281643

## MFS West Virginia Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| West Virginia (State of) (Bidding Group 2), Series 2019 A, GO Bonds | 0.024998 |  |
| Morgantown Utility Board, Inc., Series 2018 B, RB | 0.024963 |  |
| West Virginia University | 0.024710 |  |
| WV HOSP 4% 6/1/2051 | 0.023557 |  |
| PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 | 0.021300 | ✓ |
| WV HOSP 5% 9/1/2039 | 0.018484 |  |
| WV ST WTR 5% 11/1/2033 | 0.018130 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.016070 | ✓ |
| WEST VIRGINIA ST | 0.015902 |  |
| City of Wheeling, Series 2021 A | 0.015726 |  |
| MARSHALL UNIV WV | 0.015511 |  |
| Fairmont State University | 0.013957 |  |
| West Virginia Economic Development Authority | 0.013652 |  |
| West Virginia Economic Development Authority, Series 2023 A-1 | 0.012800 |  |
| W VIRGINIA ST H-SER B | 0.012775 |  |
| Ohio County Commission, West Virginia, Special District Excise Tax Revenue Bonds, Fort Henry Economic Opportunity Development District-the Highlands P | 0.012654 |  |
| WHEELING WV WTRWKS & SWR SYS R REGD B/E BAM 5.25000000 | 0.012561 |  |
| WEST VIRGINIA ST ECON DEV AUTH EXCESS LOTTERY REVENUE | 0.012554 |  |
| West Virginia (State of) (Bidding Group 2), Series 2019 A, GO Bonds | 0.012550 |  |
| West Virginia Lottery Excess Lottery | 0.012450 |  |
| Berkeley County Board of Education | 0.012393 |  |
| West Virginia Housing Development Fund | 0.012358 |  |
| West Virginia Housing Development Fund, Series 2023D | 0.012288 |  |
| WEST VIRGINIA ST HOSP FIN AUTH | 0.012268 |  |
| West Virginia Housing Development Fund, Series 2023D | 0.012229 |  |
| WEST VIRGINIA ST HSG DEV FUND | 0.012228 |  |
| Wood County Board of Education, Series 2023 | 0.012192 |  |
| West Virginia Housing Development Fund, Series 2025A | 0.012191 |  |
| WV HOSP FIN AUTH-A | 0.012179 |  |
| West Virginia Housing Development Fund | 0.012173 |  |
| West Virginia Hospital Finance Authority | 0.012170 |  |
| West Virginia Housing Development Fund | 0.012139 |  |
| Ohio County, WV Commission TIF Rev. Refg. (Highlands) | 0.011849 |  |
| WEST VIRGINIA ST HSG DEV FUND | 0.011816 |  |
| Berkeley County Public Service Sewer District, Series 2025A | 0.011683 |  |
| WEST VIRGINIA ST HOSP FIN AUTH WVSMED 01/47 FIXED OID 4.125 | 0.011668 |  |
| West Virginia Housing Development Fund, Series 2024D | 0.011645 |  |
| Berkeley County Public Service District, Series 2025 A | 0.011574 |  |
| Berkeley County Public Service Sewer District, Series 2025A | 0.011461 |  |
| Greenbrier Public Service District No. 1 | 0.011343 |  |
| West Virginia Housing Development Fund | 0.011315 |  |
| W VA HOSP FIN AUTH-A | 0.011204 |  |
| WV PARKWAYS AUTH | 0.011122 |  |
| Monongalia County, West Virginia, Tax Increment Revenue Bonds, University Town Centre Development District 4, Senior Refunding and Improvement Series | 0.011092 |  |
| VIRGIN ISLANDS PUBLIC FIN AUTH VITGEN 10/32 FIXED 5 | 0.010980 |  |
| NJ TRANSPRTN TRUST-AA | 0.010971 |  |
| West Virginia University | 0.010838 |  |
| MONONGALIA RV 4.125% 6/1/2043 | 0.010202 |  |
| West Virginia Hospital Finance Authority | 0.009684 |  |
| Ohio County Commission, West Virginia, Special District Excise Tax Revenue Bonds, Fort Henry Economic Opportunity Development District-the Highlands P | 0.009606 |  |

## 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 `0002071691-26-011432` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/751656/000207169126011432/0002071691-26-011432-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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