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MBCAX vs MFSMX

Shared holdings
38
MBCAX covered by MFSMX
8.10%
MFSMX covered by MBCAX
8.10%

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.

MBCAX (March 31, 2026)

SecurityWeight
MFS Institutional Money Market Portfolio, Class A4.16%
California Community Choice Financing Authority, Series C1.17%
CALIFORNIA COMMUNITY VAR1.01%
LOS ANGELES HSG-A0.99%
CALIFORNIA MUNICIPAL FINANCE AUTHORITY0.99%
OAKLAND UNIF SCH D-A0.92%
Inglewood Joint Powers Authority, Series 20250.79%
California Housing Finance Agency, Series 2026 ISSUE A0.74%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.72%
CALIFORNIA COMMUNITY VAR0.68%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Second Series 2023 C, Ref. RB0.67%
San Francisco Community College District, Series B0.67%
OAKLAND-D0.66%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.66%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023, RB0.66%
IRVINE CMNTY FACS DT0.66%
San Diego County Regional Airport Authority, Series 2025 B0.65%
SAN LUIS OBISPO PUBLIC FINANCI SLOFIN 12/53 FIXED 50.65%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.65%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.64%
Mt. San Antonio Community College District, Series 2013A0.64%
CA STWD(ENLOE HLTH SYST)/AGM 5.38% 8/15/570.63%
CA MUNI FIN AUTH-A0.63%
California Housing Finance Agency, Series 2024 ISSUE DD0.62%
CALIFORNIA HSG FIN AGY LTD OBLIG MF HSG REVENUE0.62%
CALIFORNIA HSG FIN AGY LTD OBLIG MF HSG REVENUE0.62%
CALIFORNIA HSG FIN AGY LTD OBLIG MF HSG REVENUE0.62%
North Lake Tahoe Public Financing Authority 5.50% 12/01/20470.60%
SANTA CLARA CY 3% 5/1/20390.60%
New Hampshire Business Finance Authority, Series 4, Class A0.59%
Clovis Unified School District, Series C0.59%
Alameda Corridor Transportation Authority, Series C0.58%
UNIV OF CA REGENTS -P0.57%
LOS ANGELES DEPT ARPT0.56%
CALIFORNIA ST MUNI FIN AUTH RE CASFIN 01/42 FIXED 50.54%
CALIFORNIA CMNTY CHOICE FING A REGD B/E 5.250000000.54%
CALIFORNIA COMMUNITY VAR0.54%
CA ST UNIV-A-REF0.54%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.53%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Second Series 2024, Ref. RB0.53%
Ceres Unified School District, Series 2025A0.52%
Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Refunding Subordinate Green Series 2025A0.52%
Kerman Public Financing Authority, Series 20250.52%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2016, RB0.50%
CA ST MFA COP 5.25% 11/1/20520.50%
CA MUNI FIN AUTH-A0.50%
BEVERLY HILLS USD CAB0.50%
REPUBLIC SERVICES INC (MPT) 3.875% 03-01-540.50%
INDIO PUB FING AUTH-A0.49%
GOLDEN ST TOBACCO SECURITIZATI REGD B/E 5.000000000.49%

MFSMX (March 31, 2026)

SecurityWeight
MFS Institutional Money Market Portfolio, Class A3.29%
MARYLAND ST ECON DEV CORP LEASE REVENUE1.33%
Maryland Economic Development Corp., Series 20241.26%
Montgomery (County of), MD, Series 2017, GO Bonds1.22%
MARYLAND ST STD 5% 5/1/20351.15%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000001.11%
County of Prince George's, Series 2025 A1.03%
Washington Metropolitan Area Transit Authority Dedicated1.03%
Maryland Stadium Authority, Series 20241.01%
County of Anne Arundel, Series 20251.00%
MD HLTH & HGR EDL-A1.00%
Maryland Health & Higher Educational Facilities Authority1.00%
PRINCE GEO COP 5% 10/1/480.98%
Maryland Community Development Administration, Series 2025 F-10.97%
MARYLAND STADIUM AUTHORITY0.96%
WASHINGTON SUBURBAN SANITARY COMMISSION0.94%
COUNTY OF BALTIMORE MD0.94%
County of Howard0.92%
MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH REVENUE0.90%
Maryland Health & Higher Educational Facilities Authority, Series 20040.90%
County of Anne Arundel, Series 20230.90%
City of Baltimore, Series 2019 A0.89%
Maryland Community Development Administration Department of Housing and Community Development, Residential Revenue Bonds, Taxable Series 2019D0.89%
MARYLAND ST STA 4% 6/1/20460.84%
MARYLAND HEALTH & HIGHER EDUCATIONAL FACILITIES AUTHORITY0.83%
Maryland Health & Higher Educational Facilities Authority0.81%
MONTGOMERY CNTY MD REVENUE REGD B/E 5.000000000.80%
Maryland Community Development Administration Local Government Infrastructure0.79%
MD CMNTY DEV-D-10.77%
Washington Metropolitan Area Transit Authority, Series 2018, RB0.74%
MD HEFA 4% 7/1/20480.71%
County of Montgomery0.71%
MD CMNTY DEPT ADMIN-B0.71%
Maryland Health & Higher Educational Facilities Authority0.70%
CALIFORNIA COMMUNITY VAR0.70%
MD TRANSPRTN-A-REF0.69%
Montgomery County Housing Opportunities Commission, Series 2023 C0.69%
Maryland Department of Housing & Community Development, Series 2024 E0.69%
MD ECON DEV CORP-A0.69%
County of Prince George's0.67%
MARYLAND ST ECON DEV CORP AIR CARGO REVENUE0.67%
Washington Metropolitan Area Transit Authority, Series 2025, RB0.67%
Maryland Stadium Authority Sports Entertainment Facilities Revenue, Series 2023 A0.66%
State of Maryland Department of Transportation, Series 2024 A0.66%
MARYLAND ST HLTH & HGR EDUCTNL MARYLAND HEALTH & HIGHER EDUCATIONAL FACILITIES AU0.66%
MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH REVENUE0.66%
Maryland Department of Housing & Community Development, Series 2025 D0.66%
State of Maryland Department of Transportation, Series 2024 A0.66%
MARYLAND ST STA 4% 6/1/20360.66%
Montgomery County Housing Opportunities Commission, Series 2025A0.66%

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