# Portfolio overlap — LGCSX vs MFRFX

Comparing **Lord Abbett Global Equity Fund** (2026-04-30) and **MFS Research Fund** (2026-03-31).

- Shared positions: 19
- Lord Abbett Global Equity Fund covered by MFS Research Fund: 0.3186553379128331584523158652
- MFS Research Fund covered by Lord Abbett Global Equity Fund: 0.3186553379128331584523158652

## Lord Abbett Global Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.065841 | ✓ |
| ALPHABET INC CL A | 0.057523 | ✓ |
| TSMC | 0.041177 |  |
| AMAZON.COM INC | 0.039729 | ✓ |
| BROADCOM INC | 0.034357 | ✓ |
| MICROSOFT CORP | 0.031418 | ✓ |
| ACCTON TECH | 0.030011 |  |
| ASIA VITAL | 0.029827 |  |
| EIFFAGE | 0.023603 |  |
| NEXTRACKER INC CL A | 0.020679 |  |
| JOHNSON&JOHNSON | 0.020121 | ✓ |
| EAST WEST BNCRP | 0.019214 |  |
| SITC | 0.018693 |  |
| GRUPO F BANORT-O | 0.018248 |  |
| ALIMENTATION COUCHE-TARD INC | 0.017404 |  |
| BAWAG GROUP AG | 0.015902 |  |
| DOLLAR GENERAL CORP | 0.015551 |  |
| META PLATFORMS INC CL A | 0.015388 | ✓ |
| SEI INVESTMENTS | 0.015364 |  |
| SUNBELT RENTALS | 0.015273 |  |
| INTERCORP FINANCIAL SVCS INC | 0.014772 |  |
| FUJI ELECTRIC CO LTD | 0.014572 |  |
| KLA CORP | 0.014457 |  |
| ULTA BEAUTY INC | 0.014076 |  |
| ANTA SPORTS PROD | 0.013524 |  |
| FIXED INC CLEARING CORP.REPO | 0.013169 |  |
| DELL TECHNOLOGIES INC CL C | 0.013092 |  |
| NOF CORP | 0.012798 |  |
| SCHWAB CHARLES CORP | 0.012443 | ✓ |
| CHENIERE ENERGY INC | 0.012310 | ✓ |
| GAZTRANSPORT | 0.011833 |  |
| AMPHENOL CORPORATION CL A | 0.011787 | ✓ |
| JPMORGAN CHASE and CO | 0.010819 | ✓ |
| ABBVIE INC | 0.010421 |  |
| ANALOG DEVICES INC | 0.010349 |  |
| IBERDROLA SA | 0.010260 |  |
| PERSIMMON | 0.010104 |  |
| WILLIAMS COS INC | 0.009802 |  |
| ABU DHABI ISLAMI | 0.009423 |  |
| RYANAIR HLDGS | 0.009317 |  |
| TOROMONT INDS | 0.009081 |  |
| HOYA CORP | 0.009078 |  |
| DISCO CORP | 0.008840 |  |
| DBS GROUP HLDGS | 0.008415 |  |
| DEXCOM INC | 0.008353 |  |
| VISA INC-CLASS A | 0.008188 |  |
| THERMO FISHER SCIENTIFIC INC | 0.007925 | ✓ |
| TENCENT HOLDINGS LTD | 0.007765 |  |
| AON PLC | 0.007635 | ✓ |
| MCKESSON CORP | 0.006893 | ✓ |

## MFS Research Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.083470 | ✓ |
| APPLE INC | 0.068465 |  |
| MICROSOFT CORP | 0.058864 | ✓ |
| ALPHABET INC CL A | 0.046188 | ✓ |
| AMAZON.COM INC | 0.045000 | ✓ |
| BROADCOM INC | 0.030859 | ✓ |
| META PLATFORMS INC CL A | 0.028342 | ✓ |
| MASTERCARD INC CL A | 0.025209 |  |
| JPMORGAN CHASE and CO | 0.024874 | ✓ |
| EXXON MOBIL CORP | 0.019355 |  |
| LAM RESEARCH CORP | 0.014960 |  |
| JOHNSON&JOHNSON | 0.014496 | ✓ |
| RTX CORP | 0.012396 |  |
| SPOTIFY TECHNOLOGY SA | 0.010875 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.010440 |  |
| CATERPILLAR INC | 0.010314 |  |
| CONOCOPHILLIPS | 0.010115 |  |
| THERMO FISHER SCIENTIFIC INC | 0.010056 | ✓ |
| CHUBB LTD | 0.009959 |  |
| PFIZER INC | 0.009799 |  |
| CME GROUP INC CL A | 0.009753 |  |
| SCHWAB CHARLES CORP | 0.009447 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009388 | ✓ |
| AON PLC | 0.009355 | ✓ |
| MORGAN STANLEY | 0.009216 |  |
| ARAMARK | 0.009152 |  |
| GILEAD SCIENCES INC | 0.009054 |  |
| MEDTRONIC PLC | 0.008908 |  |
| PHILIP MORRIS INTL INC | 0.008552 |  |
| ARISTA NETWORKS INC | 0.008377 |  |
| GENERAL DYNAMICS CORPORATION | 0.008295 |  |
| TRANE TECHNOLOGIES PLC | 0.008233 |  |
| ACCENTURE PLC CL A | 0.008218 | ✓ |
| PEPSICO INC | 0.008113 |  |
| THE CIGNA GROUP | 0.008071 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.007684 |  |
| CRH PLC | 0.007559 | ✓ |
| TJX COS INC | 0.007491 |  |
| T-MOBILE US INC | 0.007311 |  |
| SALESFORCE INC | 0.007116 |  |
| WATERS CORP | 0.007085 |  |
| HOWMET AEROSPACE INC | 0.007066 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.007019 |  |
| MOODYS CORP | 0.006907 | ✓ |
| MCKESSON CORP | 0.006887 | ✓ |
| PROGRESSIVE CORP OHIO | 0.006861 |  |
| BECTON DICKINSON and CO | 0.006848 |  |
| WW GRAINGER INC | 0.006691 |  |
| BJS WHSL CLUB HLDGS INC | 0.006569 |  |
| UBER TECHNOLOGIES INC | 0.006558 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-068169` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/898031/000141036826068169/0001410368-26-068169-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011423` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/200489/000207169126011423/0002071691-26-011423-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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