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 Blended Research Core Equity Portfolio cheaper | 100% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Blended Research Core Equity ETF · BRCE cheaper | 77% | 0.24% | — |
| 3 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX | 63% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | SA MFS Large Cap Growth Portfolio diff. adviser | 62% | 0.69% | SunAmerica Asset Management, LLC |
| 5 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 59% | 0.00% | Franklin Advisers, Inc. |
| 6 | MFS Core Equity Fund · MRGAX, MRGJX, MRGBX, MRGCX, MRGRX, MRGGX, MRERX, MRGHX, MRGKX | 53% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 53% | 0.15% | BlackRock Fund Advisors |
| 8 | MFS Core Equity Portfolio | 53% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 53% | 0.36% | Voya Investments, LLC |
| 10 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 53% | 0.36% | Lincoln Financial Investments Corporation |
| 11 | Guardian All Cap Core VIP Fund diff. adviser | 53% | 0.83% | Park Avenue Institutional Advisers LLC |
| 12 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 53% | 0.57% | BlackRock Advisors, LLC |
| 13 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 53% | 0.56% | SunAmerica Asset Management, LLC |
| 14 | Optimized Equity Income ETF · OEI | 53% | 0.75% | — |
| 15 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 52% | 0.42% | Allspring Funds Management, LLC |
| 16 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 52% | 0.26% | BlackRock Fund Advisors |
| 17 | Global Atlantic BlackRock Disciplined Growth Portfolio diff. adviser | 52% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 18 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX | 52% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | MFS Research Series | 52% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | NYLI VP MFS Research Portfolio diff. adviser | 52% | 0.75% | New York Life Investment Management LLC |
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