Sun, 19 May 2013
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Though run by the same team, Silver-rated MFS Growth is a suitable core holding while Bronze-rated MFS Mid Cap Growth plays a supporting role.
Bronze-rated Wells Fargo Advantage Growth's smaller-cap focus could mean higher returns but more volatility, too, while Silver-rated MFS Growth's quality tilt offers a smoother ride.
Silver-rated MFS Massachusetts Investors Trust has topped the vast majority of its peers over the long term on both an absolute and risk-adjusted basis.
MFS Aggressive Growth Allocation and Franklin Mutual Shares may share a category, but they are far from perfect substitutes.
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