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 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper | 30% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Investors Trust Series | 30% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 29% | 0.74% | New York Life Investment Management LLC |
| 4 | SA MFS Massachusetts Investors Trust Portfolio diff. adviser | 29% | 0.68% | SunAmerica Asset Management, LLC |
| 5 | MFS Global Equity Series | 29% | 0.92% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Global Equity Fund · MWEFX, MWELX, MWEBX, MWECX, MWEIX, MWEGX, MEQRX, MWEHX, MWEMX | 28% | 0.83% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Massachusetts Investors Growth Stock Portfolio | 28% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | Penn Series Large Cap Growth Fund diff. adviser | 27% | 0.86% | Penn Mutual Asset Management, LLC |
| 9 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper | 27% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX | 27% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Global Growth Portfolio | 27% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper diff. adviser | 26% | 0.49% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Magellan K6 Fund · FMKFX cheaper diff. adviser | 26% | 0.45% | Fidelity Management & Research Company LLC |
| 14 | MFS Research Series | 25% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper | 25% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | Fidelity Magellan ETF · FMAG cheaper diff. adviser | 25% | 0.57% | Fidelity Management & Research Company LLC |
| 17 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 24% | 0.52% | Brown Advisory LLC |
| 18 | NYLI VP MFS Research Portfolio diff. adviser | 24% | 0.75% | New York Life Investment Management LLC |
| 19 | Lazard US Equity Focus Portfolio · LZUOX, LZUSX, RLUSX diff. adviser | 23% | 0.70% | Lazard Asset Management LLC |
| 20 | Large Company Value Portfolio · DTLVX, WLCVX diff. adviser | 23% | 1.00% | Wilshire Advisors LLC |
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