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 Growth Portfolio cheaper | 93% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Massachusetts Investors Growth Stock Portfolio cheaper | 75% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | Penn Series Large Cap Growth Fund cheaper diff. adviser | 75% | 0.86% | Penn Mutual Asset Management, LLC |
| 4 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper | 74% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Global Equity Fund · MWEFX, MWELX, MWEBX, MWECX, MWEIX, MWEGX, MEQRX, MWEHX, MWEMX cheaper | 38% | 0.83% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper | 37% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Investors Trust Series cheaper | 37% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | Lazard Equity Megatrends ETF · THMZ diff. adviser | 36% | — | Lazard Asset Management LLC |
| 9 | NYLI VP MFS Investors Trust Portfolio cheaper diff. adviser | 36% | 0.74% | New York Life Investment Management LLC |
| 10 | SA MFS Massachusetts Investors Trust Portfolio cheaper diff. adviser | 36% | 0.68% | SunAmerica Asset Management, LLC |
| 11 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX diff. adviser | 36% | 0.90% | Gabelli Funds, LLC |
| 12 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 35% | 1.05% | Fidelity Management & Research Company LLC |
| 13 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX cheaper diff. adviser | 34% | 0.67% | Macquarie Investment Management Business Trust |
| 14 | Nomura VIP Core Equity Series diff. adviser | 34% | 0.95% | Macquarie Investment Management Business Trust |
| 15 | MFS Global Research Portfolio cheaper | 34% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 34% | 0.65% | UBS Asset Management (Americas) LLC |
| 17 | MFS Global Equity Series | 34% | 0.92% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Calvert Global Equity Fund diff. adviser | 33% | 0.90% | Calvert Research and Management |
| 19 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper | 33% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | MFS Research Series cheaper | 33% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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