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 Research Series | 99% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | NYLI VP MFS Research Portfolio diff. adviser | 98% | 0.75% | New York Life Investment Management LLC |
| 3 | MFS Core Equity Portfolio | 76% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Core Equity Fund · MRGAX, MRGJX, MRGBX, MRGCX, MRGRX, MRGGX, MRERX, MRGHX, MRGKX | 75% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Guardian All Cap Core VIP Fund diff. adviser | 75% | 0.83% | Park Avenue Institutional Advisers LLC |
| 6 | SA MFS Massachusetts Investors Trust Portfolio diff. adviser | 62% | 0.68% | SunAmerica Asset Management, LLC |
| 7 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper | 61% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Investors Trust Series | 61% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 61% | 0.74% | New York Life Investment Management LLC |
| 10 | MFS Growth Series | 56% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX | 56% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 56% | 0.63% | Nationwide Fund Advisors |
| 13 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper diff. adviser | 56% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 14 | Growth Portfolio diff. adviser | 55% | 0.58% | Pacific Life Fund Advisors LLC |
| 15 | MFS Global Research Portfolio | 55% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | JPMorgan Equity Premium Yield ETF · ROCY cheaper | 55% | 0.35% | — |
| 17 | JPMorgan Equity and Options Total Return ETF · JOYT cheaper diff. adviser | 54% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 18 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 54% | 0.36% | Hartford Funds Management Company, LLC |
| 19 | MFS Active Growth ETF · MFSG | 53% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Hedged Equity Portfolio diff. adviser | 53% | 0.65% | Pacific Life Fund Advisors LLC |
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