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 Investors Trust Series | 100% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 99% | 0.74% | New York Life Investment Management LLC |
| 3 | SA MFS Massachusetts Investors Trust Portfolio diff. adviser | 92% | 0.68% | SunAmerica Asset Management, LLC |
| 4 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX | 61% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Research Series | 61% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | NYLI VP MFS Research Portfolio diff. adviser | 60% | 0.75% | New York Life Investment Management LLC |
| 7 | MFS Core Equity Fund · MRGAX, MRGJX, MRGBX, MRGCX, MRGRX, MRGGX, MRERX, MRGHX, MRGKX | 55% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Core Equity Portfolio | 55% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Guardian All Cap Core VIP Fund diff. adviser | 54% | 0.83% | Park Avenue Institutional Advisers LLC |
| 10 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 50% | 0.25% | SSGA Funds Management, Inc. |
| 11 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 50% | 0.13% | SSGA Funds Management, Inc. |
| 12 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 50% | 0.85% | SSGA Funds Management, Inc. |
| 13 | BNY Mellon Sustainable U.S. Equity Fund, Inc. · DTCAX, DTCCX, DRTCX, DRTHX, DTCYX diff. adviser | 50% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 14 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 49% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | BNY Mellon Sustainable U.S. Equity Portfolio, Inc. diff. adviser | 49% | 0.67% | BNY Mellon Investment Adviser, Inc. |
| 16 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 49% | 0.63% | Nationwide Fund Advisors |
| 17 | MFS Active Growth ETF · MFSG | 49% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | MFS Growth Series | 49% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper diff. adviser | 49% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 20 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX | 49% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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