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FSMB vs MTLFX

Shared holdings
52
FSMB covered by MTLFX
7.18%
MTLFX covered by FSMB
7.18%

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.

FSMB (April 30, 2026)

SecurityWeight
Southeast Energy Authority, Alabama, Revenue Bonds Cooperative District Energy Supply Series 2024C1.08%
County of Utah UT0.85%
OH OHSDEV 11/01/20390.81%
Wisconsin (State of) Public Finance Authority (Duke Energy Progress), Series 2022, Ref. RB0.72%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB0.68%
Main Street Energy, Inc., Series D0.66%
Palm Beach (County of), FL Health Facilities Authority (ACTS Retirement-Life Communities, Inc.), Series 2016, Ref. RB0.63%
NYC MUNI WTR FIN-BB0.59%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2025A0.59%
Black Belt Energy Gas District0.58%
BLACK BELT ENERGY GAS VAR0.58%
NM MUNI ENERGY ACQ AU0.57%
NEW YORK ST HSG FIN AGY AFFORDABLE HSG REVENUE0.53%
LOS ANGELES CA DEPT OF ARPTS A REGD B/E AMT 5.000000000.53%
ALLEGHENY HOSP DEV-A0.52%
WHITING IN ENVRNMNTL FACS REVE REGD V/R B/E AMT 5.000000000.52%
MD CMNTY DEV-D-20.51%
UNITED AIRLINES INC 4.0% 07-15-290.51%
WASTE MANAGEMENT INC (MPT) 3.45% 11-01-440.51%
NEW YORK NY REGD V/R B/E 2.650000000.51%
NORTH CAROLINA ST HSG FIN AGYM REGD V/R B/E 5.000000000.49%
TX TMGUTL 01/01/20540.48%
FARM N MEX PCR 0% 6/1/2040 MT0.48%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024B0.46%
DFW ARPT 5% 11/1/2031 @0.46%
FLORIDA DEV FIN CORP HLTHCAREFACS REVENUE0.46%
City of Atlanta GA Department of Aviation0.46%
TN TNSUTL 05/01/20530.44%
City of Philadelphia PA Airport Revenue0.43%
FAIRFAX C VA 5% 1/1/2045 MT0.43%
WASTE MANAGEMENT INC (MPT) 3.45% 10-01-410.43%
NORTH BLOCK ASSOCIATES LLC HUD SECT 8 FHA 221(D)(4) (MPT) 3.4% 02-01-290.42%
COUNTY OF TRIMBLE KY TRMENV 06/33 FIXED 3.750.42%
ARKANSAS DEV FIN AUTH ENVIRONM REGD V/R B/E AMT 4.000000000.42%
MOBILE PCR-VAR-AL PWR0.42%
MTRO WA DC ARPT 5% 10/1/2031 @0.42%
LEHIGH PA_IDA 3% 9/1/20290.41%
INDIANAPOLIS IN LOCAL PUBLIC I REGD N/C B/E AMT 5.000000000.41%
State of Illinois, Series C0.41%
NORTHWESTERN CORP 3.875% 07-01-280.41%
HOUSTON-UTL SYS-B-REF0.41%
DE ST EDA 3.60% 1/1/310.41%
PEFA INC VAR0.41%
TENNERGY CORP TN GAS REVENUE TENNERGY CORP/TN0.40%
NY TRANS CORP 5% 1/1/2032 @0.40%
SOUTHEAST ENERGY-F0.40%
SOUTHEAST ENERGY AUTH VAR0.40%
South Carolina Jobs-Economic Development Authority, Series 2023A0.39%
MTRO WA DC ARPT 5% 10/1/2035 @0.39%
NYC HSG DEV CORP-F-2A0.38%

MTLFX (April 30, 2026)

SecurityWeight
MFS Institutional Money Market Portfolio, Class A3.60%
DFW ARPT 5% 11/1/2050 MT @0.81%
COLLIER COUNTY INDUSTRIAL DEVE COLDEV 04/35 FIXED 50.71%
CALIFORNIA COMMUNITY VAR0.71%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.70%
TN TNSUTL 05/01/20530.62%
WISCONSIN HEALTH & ED VAR0.59%
San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025 A0.58%
CO ST HLTH FACS-UNREF0.57%
TENNERGY CORP TN GAS REVENUE TGYPWR 10/53 ADJUSTABLE VAR0.54%
TX TAREDU 11/15/20550.53%
Black Belt Energy Gas District0.52%
TX MUNI GAS ACQ VI0.51%
FLORIDA DEV FIN CORP HLTHCAREFACS REVENUE0.50%
New Hampshire Business Finance Authority, Series 2023A0.50%
RESTRUCTURED-SER A10.50%
AL BBEUTL 5 10/01/20330.49%
MAIN STR NAT GA 4% MT0.49%
EP TUSCANY ZARAGOSA PFC TX EPTMFH 12/33 FIXED OID 40.48%
REPUBLIC SERVICES INC (MPT) 3.45% 12-01-350.48%
Energy Southeast Cooperative District, Alabama, Energy Supply Revenue Bonds, Series 2025B0.47%
ILLINOIS FIN AUTH-A-20.47%
DENVER CITY & CNTY CO ARPT REVENUE0.47%
Deerfield Community School District0.47%
HARRIS CNTY TX CULTURAL EDU FA REGD N/C B/E 5.000000000.45%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.44%
MICHIGAN ST HOSP FIN AUTH MICHIGAN STATE HOSPITAL FINANCE AUTHORITY0.42%
DeKalb (County of), GA Housing Authority (Park at 500), Series 2024, RB0.41%
Wayne County Airport Authority, Series 2025G0.41%
Southeast Energy Authority, Alabama, Commodity Supply Revenue Bonds, Project 5, Series 2023A0.40%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.40%
TEXAS ST MUNI GAS ACQUISITION& TEXAS MUNICIPAL GAS ACQUISITION & SUPPLY CORP IV0.40%
VANCOUVER WA HSG AUTH REGD OID B/E 4.000000000.38%
ROCHESTER GAS AND ELECTRIC CORP 4.0% 05-15-320.38%
Pennsylvania Economic Development Financing Authority0.37%
City of Austin, Series 20250.37%
City of Austin, Series 20250.37%
Northampton County General Purpose Authority, Series A-20.37%
Massachusetts Development Finance Agency, Series 2026F0.36%
WVU HEALTH PUT B 5% 6/1/33 MT0.36%
COLBURN SCHOOL (MPT) 1.75% 08-01-550.36%
Pennsylvania Economic Development Financing Authority, Series 2026B0.36%
MOBILE PCR AL PWR-C0.35%
Port Authority of New York & New Jersey, Series 2460.35%
City of Hibbing, Series 2025A0.35%
Washington Health Care Facilities Authority, Series C-20.35%
Maricopa County Industrial Development Authority, Series 2026 D0.35%
California Community Choice Financing Authority, Series F0.35%
Chicago Midway International Airport, Series 2023A0.35%
WA ST HLTH CAR 5% 10/1/20300.34%

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