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 International New Discovery Fund · MIDAX, MIDJX, MIDBX, MIDCX, MWNIX, MIDGX, MIDRX, MIDHX, MIDLX cheaper | 24% | 0.91% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX cheaper | 23% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS New Discovery Series cheaper | 22% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Active Mid Cap ETF · MMID cheaper | 17% | 0.59% | — |
| 5 | MFS Mid Cap Value Portfolio cheaper | 14% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Mid Cap Value Fund · MVCAX, MVCJX, MCBVX, MVCCX, MCVIX, MVCGX, MCVRX, MVCHX, MVCKX cheaper | 14% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | Calvert Global Small-Cap Equity Fund diff. adviser | 13% | 1.06% | Calvert Research and Management |
| 8 | JNL/MFS Mid Cap Value Fund cheaper diff. adviser | 12% | 0.65% | Jackson National Asset Management, LLC |
| 9 | MFS Mid Cap Growth Series cheaper | 11% | 0.80% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper | 11% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper diff. adviser | 10% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 12 | VIP Mid Cap Portfolio · XFBRX, XFBSX cheaper diff. adviser | 10% | 0.57% | Fidelity Management & Research Company LLC |
| 13 | Calvert VP SRI Mid Cap Portfolio cheaper diff. adviser | 10% | 0.99% | Calvert Research and Management |
| 14 | Fidelity Advisor Mid Cap II Fund · FIIAX, FIICX, FITIX, FIIMX, FZAMX cheaper diff. adviser | 10% | 0.58% | Fidelity Management & Research Company LLC |
| 15 | MFS New Discovery Value Portfolio cheaper | 10% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 10% | 0.15% | SSGA Funds Management, Inc. |
| 17 | William Blair Small-Mid Cap Value Fund · ISMVX, RSMVX cheaper diff. adviser | 10% | 0.80% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 18 | NYLI VP Schroders Mid Cap Opportunities Portfolio cheaper diff. adviser | 10% | 0.83% | New York Life Investment Management LLC |
| 19 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 10% | 0.17% | BlackRock Fund Advisors |
| 20 | International Opportunities Fund · VIOPX diff. adviser | 10% | 1.01% | The Variable Annuity Life Insurance Company |
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