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 Core Equity Portfolio | 94% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | Guardian All Cap Core VIP Fund diff. adviser | 94% | 0.83% | Park Avenue Institutional Advisers LLC |
| 3 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper | 75% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Research Series | 75% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | NYLI VP MFS Research Portfolio diff. adviser | 75% | 0.75% | New York Life Investment Management LLC |
| 6 | SA MFS Massachusetts Investors Trust Portfolio diff. adviser | 57% | 0.68% | SunAmerica Asset Management, LLC |
| 7 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper | 55% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Investors Trust Series | 55% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 54% | 0.74% | New York Life Investment Management LLC |
| 10 | MFS Blended Research Core Equity Portfolio cheaper | 54% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX cheaper | 53% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper diff. adviser | 52% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 13 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 52% | 0.15% | BlackRock Fund Advisors |
| 14 | MFS Blended Research Core Equity ETF · BRCE cheaper | 52% | 0.24% | — |
| 15 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 52% | 0.36% | Voya Investments, LLC |
| 16 | Fidelity U.S. Equity Central Fund diff. adviser | 51% | — | Fidelity Management & Research Company LLC |
| 17 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 51% | 0.63% | Nationwide Fund Advisors |
| 18 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper diff. adviser | 51% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 19 | Hedged Equity Portfolio diff. adviser | 51% | 0.65% | Pacific Life Fund Advisors LLC |
| 20 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 51% | 0.61% | Transamerica Asset Management, Inc. |
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