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 Tactical Allocation Portfolio | 64% | 0.78% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Total Return Fund · MSFRX, MSFJX, MTRBX, MTRCX, MTRIX, MSFFX, MTRRX, MSFHX, MSFKX cheaper | 31% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Total Return Series cheaper | 30% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | SA MFS Total Return Portfolio cheaper diff. adviser | 30% | 0.71% | SunAmerica Asset Management, LLC |
| 5 | MFS Total Return Portfolio cheaper diff. adviser | 29% | 0.62% | Brighthouse Investment Advisers, LLC |
| 6 | MFS Diversified Income Fund · DIFAX, DIFCX, DIFIX, DIFDX, DIFEX, DIFFX, DIFGX, DIFHX cheaper | 27% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS International Large Cap Value Fund · MKVHX, MKVGX, MKVFX, MKVBX, MKVDX, MKVIX, MKVCX, MKVEX cheaper | 26% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Global Opportunistic Bond Fund · MGBAX, MGBBX, MGBDX, MGBJX, MGBKX, MGBLX, MGBMX, MGBNX, MGBOX cheaper | 26% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Equity Income Fund · EQNAX, EQNBX, EQNCX, EQNIX, EQNRX, EQNSX, EQNTX, EQNUX, EQNVX cheaper | 24% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Global Alternative Strategy Fund · DVRAX, DVRKX, DVRLX, DVRBX, DVRCX, DVRIX, DVRFX, DVRHX, DVRJX | 22% | 0.97% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Global Research Portfolio | 21% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | MFS Blended Research International Equity Fund · BRXAX, BRXBX, BRXCX, BRXIX, BRXRX, BRXSX, BRXTX, BRXUX, BRXVX cheaper | 20% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | MFS Research International Portfolio | 19% | 0.89% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | MFS Blended Research Value Equity Fund · BRUDX, BRUEX, BRUGX, BRUHX, BRUJX, BRUKX, BRULX, BRUMX, BRUNX cheaper | 18% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS Research International Fund · MRSAX, MRSJX, MRIBX, MRICX, MRSIX, MRSGX, MRSRX, MRSHX, MRSKX cheaper | 18% | 0.64% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | MFS Research Series cheaper | 17% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | State Street(R) SPDR(R) Global Dow ETF · DGT cheaper diff. adviser | 17% | 0.50% | SSGA Funds Management, Inc. |
| 18 | Research International Core Portfolio cheaper diff. adviser | 17% | 0.72% | Mason Street Advisors, LLC |
| 19 | MFS Research International Portfolio cheaper diff. adviser | 17% | 0.64% | Brighthouse Investment Advisers, LLC |
| 20 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper | 17% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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