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 Corporate Bond Portfolio | 92% | 0.63% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Global Alternative Strategy Fund · DVRAX, DVRKX, DVRLX, DVRBX, DVRCX, DVRIX, DVRFX, DVRHX, DVRJX | 18% | 0.97% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS MULTIMARKET INCOME TRUST | 16% | — | — |
| 4 | MFS Diversified Income Fund · DIFAX, DIFCX, DIFIX, DIFDX, DIFEX, DIFFX, DIFGX, DIFHX | 13% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Global Opportunistic Bond Fund · MGBAX, MGBBX, MGBDX, MGBJX, MGBKX, MGBLX, MGBMX, MGBNX, MGBOX | 12% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Global Tactical Allocation Portfolio | 11% | 0.78% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX cheaper | 11% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Income Portfolio | 10% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Active Core Plus Bond ETF · MFSB cheaper | 10% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Limited Maturity Fund · MQLIX, MQLFX, MQLJX, MQLBX, MQLCX, MQLGX, MLMRX, MQLHX, MQLKX cheaper | 8% | 0.35% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Total Return Bond Fund · MRBFX, MRBJX, MRBBX, MRBCX, MRBIX, MRBGX, MRRRX, MRBHX, MRBKX cheaper | 8% | 0.36% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Corporate Bond Portfolio · MIGAX, MPFDX, MGILX, MSBOX diff. adviser | 7% | 0.65% | Morgan Stanley Investment Management Inc. |
| 13 | MFS CHARTER INCOME TRUST | 7% | — | — |
| 14 | Fidelity Series Corporate Bond Fund · FHMFX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | MFS Global Total Return Fund · MFWTX, MFWJX, MFWBX, MFWCX, MFWIX, MFWGX, MGBRX, MFWHX, MFWLX | 7% | 0.77% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | Principal Investment Grade Corporate Active ETF · IG cheaper diff. adviser | 7% | 0.19% | Principal Global Investors, LLC |
| 17 | THRIVENT INCOME PORTFOLIO diff. adviser | 7% | 0.44% | Thrivent Financial for Lutherans |
| 18 | MFS Commodity Strategy Fund · MCSAX, MCSFX, MCSHX, MCSIX, MCSNX, MCSOX, MCSQX, MCSTX, MCSRX | 7% | 0.81% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Western Asset Long Credit VIT · LLAAX, LLACX diff. adviser | 7% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | THRIVENT INCOME FUND · LUBIX, LBIIX diff. adviser | 6% | 0.47% | Thrivent Asset Management, LLC |
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