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 Equity Series | 91% | 0.92% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX | 38% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Global Growth Portfolio | 34% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | SA MFS Massachusetts Investors Trust Portfolio cheaper diff. adviser | 34% | 0.68% | SunAmerica Asset Management, LLC |
| 5 | MFS Investors Trust Series cheaper | 33% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper | 33% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | NYLI VP MFS Investors Trust Portfolio cheaper diff. adviser | 33% | 0.74% | New York Life Investment Management LLC |
| 8 | MFS Global Research Portfolio | 33% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Active Growth ETF · MFSG cheaper | 32% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Massachusetts Investors Growth Stock Portfolio cheaper | 32% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 32% | 0.76% | Templeton Global Advisors Limited |
| 12 | Penn Series Large Cap Growth Fund diff. adviser | 31% | 0.86% | Penn Mutual Asset Management, LLC |
| 13 | NYLI VP MFS Research Portfolio cheaper diff. adviser | 31% | 0.75% | New York Life Investment Management LLC |
| 14 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper | 31% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS Research Series cheaper | 31% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper | 30% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Templeton Growth VIP Fund diff. adviser | 30% | 0.87% | Templeton Global Advisors Limited |
| 18 | Templeton Growth Fund, Inc. · TEPLX, TGADX, TEGRX, FTGFX, FTGQX cheaper diff. adviser | 29% | 0.73% | Templeton Global Advisors Limited |
| 19 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 29% | 0.75% | Equitable Investment Management Group, LLC |
| 20 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 29% | 1.05% | Fidelity Management & Research Company LLC |
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