Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX | 77% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Blended Research Core Equity Portfolio | 77% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX | 62% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | SA MFS Large Cap Growth Portfolio | 59% | 0.69% | SunAmerica Asset Management, LLC |
| 5 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper | 53% | 0.00% | Franklin Advisers, Inc. |
| 6 | NYLI VP MFS Research Portfolio | 53% | 0.75% | New York Life Investment Management LLC |
| 7 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX | 53% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Research Series | 52% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Guardian All Cap Core VIP Fund | 52% | 0.83% | Park Avenue Institutional Advisers LLC |
| 10 | MFS Core Equity Fund · MRGAX, MRGJX, MRGBX, MRGCX, MRGRX, MRGGX, MRERX, MRGHX, MRGKX | 52% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Core Equity Portfolio | 52% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | iShares Russell Top 200 ETF · IWL cheaper | 51% | 0.15% | BlackRock Fund Advisors |
| 13 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX | 50% | 0.36% | Voya Investments, LLC |
| 14 | iShares Enhanced Large Cap Core Active ETF cheaper | 50% | 0.22% | — |
| 15 | SA Franklin Systematic U.S. Large Cap Core Portfolio | 50% | 0.56% | SunAmerica Asset Management, LLC |
| 16 | iShares U.S. Equity Factor Rotation Active ETF · DYNF | 50% | 0.26% | BlackRock Fund Advisors |
| 17 | Global Atlantic BlackRock Disciplined Core Portfolio | 50% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 18 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX | 50% | 0.42% | Allspring Funds Management, LLC |
| 19 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX | 50% | 0.35% | PGIM INVESTMENTS LLC |
| 20 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 50% | 0.05% | The Vanguard Group, Inc. |
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