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AFTEX vs MFIAX

Shared holdings
269
AFTEX covered by MFIAX
7.73%
MFIAX covered by AFTEX
7.73%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFTEX (Jan. 31, 2026)

SecurityWeight
WI TREASURY SEC. 0.000000% 02/19/20261.11%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.42%
Tender Option Bond Trust Receipts/Certificates0.39%
BLACK BELT ENERGY GAS VAR0.37%
GREAT LAKES WATER AUTHORITY SEWAGE DISPOSAL SYSTEM REVENUE AG FRN 07-01-320.33%
California Community Choice Financing Authority, Series F0.31%
Puerto Rico, General Obligation Bonds, Clawback Highway Transportation Authority Claims Taxable Series 20220.30%
TX MUNI GAS ACQ VI0.29%
BLACK BELT ENERGY GAS VAR0.29%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024B0.27%
S E ENERGY-B-REV0.27%
NH NFADEV 4.12 01/20/20340.26%
Black Belt Energy Gas District, Series 2025 G0.26%
Southeast Energy Authority, Alabama, Commodity Supply Revenue Bonds, Project 2, Series 2021B-10.25%
TN TNSUTL 5 12/01/20350.25%
FREDDIE MAC MULTIFAMILY ML CERTIFICATES SER 2024-ML26 CL A V/R 3.260010000.25%
BROOKLYN EVENTS CENTER LLC 5.0% 07-15-420.24%
Black Belt Energy Gas District, Series F0.24%
NEW HOPE CULTURAL EDU FACS FIN REGD B/E 5.500000000.24%
NFA 2022-1 A 4.375% 09-20-360.23%
SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE0.22%
TEXAS ST MUNI GAS ACQUISITION& TEXAS MUNICIPAL GAS ACQUISITION & SUPPLY CORP IV0.22%
NATIONWIDE CHILDREN'S HOSPITAL INC 5.25% 11-01-550.22%
AZ ST-A0.21%
S E ENERGY COOP DT0.21%
NEW JERSEY ST HSG & MTGE FIN AGY REVENUE0.21%
BANNER HEALTH OBLIGATED GROUP (MPT) FRN 01-01-370.21%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.21%
New Hampshire (State of) Business Finance Authority (Social Bonds), Series 2022-2A, RB0.20%
WA ST HSG FIN -A-10.20%
NEW YORK CITY TRANSITIONAL FINANCE AUTHORITY FUTURE TAX SECURED REVENUE FRN 11-01-540.20%
CA STWD CMNTYS DEV-B0.20%
LOUISIANA ST LOCAL GOVT ENVRNM REGD B/E 2.500000000.20%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.19%
WA ST HSG FIN COMMN-10.19%
NH NFADEV 11/20/20390.19%
CALIFORNIA COMMUNITY VAR0.19%
MUNIBOND0.19%
Public Energy Auth. of Kentucky Gas Supply Rev. Refg. C0.18%
NYC TRANS FIN AUTH-B40.18%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HOSP REVENUE0.18%
Black Belt Energy Gas District, Series D0.18%
FHLMC MULTIFAMILY VRD CTFS 21M67-A 2.25% 12-15-370.18%
BLACK BELT ENERGY GAS DISTRICT (MPT) 5.0% 03-01-550.18%
FRETE 2023-ML16 ACA0.18%
NEW YORK NY0.17%
NH NFADEV 02/20/20410.17%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2022A-10.17%
Jefferson (County of), AL, Series 2024, Ref. Revenue Wts.0.17%
NYC TRANSTNL FIN-A40.17%

MFIAX (March 31, 2026)

SecurityWeight
MFS Institutional Money Market Portfolio, Class A2.44%
Black Belt Energy Gas District0.53%
TEXAS ST MUNI GAS ACQUISITION& TEXAS MUNICIPAL GAS ACQUISITION & SUPPLY CORP IV0.47%
PRINCETON TX INDEP SCH DIST0.43%
NY TRANS CORP(JFK INT NEW ONE)/AGM 5.25% 6/30/60@0.42%
NY TRANS CORP(JFK INT NEW ONE)/AGM 5.13% 6/30/60@0.42%
New Hampshire Business Finance Authority, Series 2023A0.41%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.40%
BLACK BELT ENGY GAS-C0.36%
NOVANT HEALTH OBLIGATED GROUP 5.5% 06-01-500.35%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.34%
VIRGINIA ST HSG DEV AUTH0.32%
PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT AG 5.000000000.32%
QUEEN CREEK AZ COPS0.31%
Connecticut State Health & Educational Facilities Authority, Series A0.31%
METROCARE SVC REV0.31%
NY TRANSPRTN DEV CORP0.30%
MD HLTH HGR AUTH-A0.30%
WV HOSP 5.375% 9/1/20530.30%
TENNERGY CORP TN GAS REVENUE TGYPWR 10/53 ADJUSTABLE VAR0.30%
JEA WTR & SWR REV-A0.30%
Black Belt Energy Gas District, Series 2025 A0.29%
Delaware State Housing Authority, Series BDS 20230.29%
TX PRIVATE ACTIVITY0.28%
Energy Southeast Cooperative District, Alabama, Energy Supply Revenue Bonds, Series 2025B0.28%
Alachua County Health Facilities Authority, Series 2025 A0.28%
Southeast Energy Authority, Alabama, Commodity Supply Revenue Bonds, Project 5, Series 2023A0.28%
TOWER HEALTH OBLIGATED GROUP 5.0% 06-30-390.26%
MAIN STR NAT GA 5% MT0.26%
SPOKANE CNTY WA ARPT REVENUE0.26%
BLACK BELT ENERGY GAS VAR0.26%
CHICAGO ILLIN 6% 4/1/20460.26%
California (State of) Housing Finance Agency (Social Certificates), Series 2023-1, RB0.26%
Fishers Town Hall Building Corp., Series 2023 A, RB0.25%
MASSACHUSETTS ST DEV FIN AGY R REGD B/E 5.000000000.25%
Maryland Department of Housing & Community Development, Series 2024 E0.25%
WISCONSIN ST HT 4% 4/1/20400.24%
New Hampshire Business Finance Authority, Series 2024A0.24%
PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.000000000.24%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2025B0.24%
COLORADO ST HLTH FACS AUTH REV REGD B/E 4.000000000.24%
ORANGE HLTH FACS-A0.23%
Jefferson (County of), AL, Series 2024, Ref. Revenue Wts.0.23%
SAN ANTONIO WTR 5.25% 5/15/20520.23%
Travis County Healthcare District0.22%
Energy Southeast A Cooperative District, Series B-10.22%
MICHIGAN ST HSG DEV AUTH RENTAL HSG REVENUE0.22%
FRETE ML-15 TRUST0.22%
California Community Choice Financing Authority, Series C0.22%
NY NYCDEV 5 11/15/20440.22%

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