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 Global Total Return Fund · MFWTX, MFWJX, MFWBX, MFWCX, MFWIX, MFWGX, MGBRX, MFWHX, MFWLX | 27% | 0.77% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Global High Yield Fund · MHOAX, MHOBX, MHOCX, MHOIX, MHORX, MHOSX, MHOTX, MHOUX, MHOVX | 24% | 0.69% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Global Tactical Allocation Portfolio | 22% | 0.78% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Global Alternative Strategy Fund · DVRAX, DVRKX, DVRLX, DVRBX, DVRCX, DVRIX, DVRFX, DVRHX, DVRJX | 21% | 0.97% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Emerging Markets Debt Fund · MEDAX, MEDBX, MEDCX, MEDIX, MEDHX, MEDDX, MEDEX, MEDFX, MEDGX | 15% | 0.71% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Global Real Estate Portfolio | 14% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Corporate Bond Fund · MFBFX, MFBJX, MFBBX, MFBCX, MBDIX, MFBGX, MBRRX, MFBHX, MFBKX cheaper | 13% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Global Real Estate Fund · MGLAX, MGLDX, MGLCX, MGLIX, MGLJX, MGLKX, MGLLX, MGLMX, MGLRX | 13% | 0.84% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Equity Income Fund · EQNAX, EQNBX, EQNCX, EQNIX, EQNRX, EQNSX, EQNTX, EQNUX, EQNVX | 13% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | GLOBAL REAL ESTATE FUND · VGREX diff. adviser | 13% | 0.90% | The Variable Annuity Life Insurance Company |
| 11 | MFS Corporate Bond Portfolio | 13% | 0.63% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Real Estate Fund diff. adviser | 13% | 1.74% | Security Investors, LLC |
| 13 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 13% | 1.66% | Security Investors, LLC |
| 14 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 12% | 0.08% | BlackRock Fund Advisors |
| 15 | SA Real Estate Securities Fund diff. adviser | 12% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 16 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 12% | 0.49% | First Trust Advisors L.P. |
| 17 | DFA REAL ESTATE SECURITIES PORTFOLIO · DFREX cheaper diff. adviser | 12% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 18 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 12% | 0.07% | Charles Schwab Investment Management, Inc. |
| 19 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 12% | 0.00% | BlackRock Fund Advisors |
| 20 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 12% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
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