Fri, 7 Jun 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.
MFS Aggressive Growth Allocation and Franklin Mutual Shares may share a category, but they are far from perfect substitutes.
Silver-rated MFS Value gains an edge over peers with its low expense ratio and strong risk-adjusted returns.
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