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 | Catalyst/Perini Strategic Income Fund | 2% | — | — |
| 2 | Nomura Healthcare Fund · DLHAX, DLHCX, DLRHX, DLHIX cheaper diff. adviser | 2% | 0.96% | Macquarie Investment Management Business Trust |
| 3 | Rule One Fund · RULRX, RULIX cheaper diff. adviser | 2% | 2.35% | Rule One Partners, LLC |
| 4 | Leatherback Long/short Alternative Yield ETF · LBAY cheaper diff. adviser | 2% | 1.20% | Tidal Investments LLC |
| 5 | Clough Hedged Equity ETF · CBLS cheaper diff. adviser | 2% | 1.89% | Clough Capital Partners, LP |
| 6 | Clough Select Equity ETF · CBSE cheaper diff. adviser | 2% | 0.85% | Clough Capital Partners, LP |
| 7 | Morgan Stanley Insight Fund · CPOAX, CPOCX, CPODX, MCRTX, MSCMX, MBIRX cheaper diff. adviser | 1% | 0.82% | Morgan Stanley Investment Management Inc. |
| 8 | Inception Portfolio · MSSGX, MSSMX, MSSLX, MFLLX, MSCOX cheaper diff. adviser | 1% | 0.93% | Morgan Stanley Investment Management Inc. |
| 9 | GROWTH PORTFOLIO · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX cheaper diff. adviser | 1% | 0.52% | Morgan Stanley Investment Management Inc. |
| 10 | Discovery Portfolio · MACGX, MPEGX, MSKLX, MMCGX, MSMFX cheaper diff. adviser | 1% | 0.63% | Morgan Stanley Investment Management Inc. |
| 11 | Discovery Portfolio · MMGTX, MMGPX cheaper diff. adviser | 1% | 0.95% | Morgan Stanley Investment Management Inc. |
| 12 | Growth Portfolio · MEGIX, MEGTX cheaper diff. adviser | 1% | 0.57% | Morgan Stanley Investment Management Inc. |
| 13 | Transamerica Capital Growth · IALAX, ILLLX, TFOIX, TCPWX, TAAEX cheaper diff. adviser | 1% | 0.73% | Transamerica Asset Management, Inc. |
| 14 | Transamerica Morgan Stanley Capital Growth VP cheaper diff. adviser | 1% | 0.76% | Transamerica Asset Management, Inc. |
| 15 | Morgan Stanley Discovery Portfolio cheaper diff. adviser | 1% | 0.66% | Brighthouse Investment Advisers, LLC |
| 16 | Advantage Portfolio · MPAIX, MAPLX, MAPPX, MADSX, MSPRX cheaper diff. adviser | 1% | 0.81% | Morgan Stanley Investment Management Inc. |
| 17 | Global Insight Portfolio · MIGIX, MIGLX, MIGPX, MSPTX, MGZZX cheaper diff. adviser | 1% | 0.95% | Morgan Stanley Investment Management Inc. |
| 18 | EQ/Morgan Stanley Small Cap Growth Portfolio cheaper diff. adviser | 1% | 0.90% | Equitable Investment Management Group, LLC |
| 19 | Global Permanence Portfolio · MGKQX, MGKAX, MGKCX, MGKIX cheaper diff. adviser | 1% | 0.95% | Morgan Stanley Investment Management Inc. |
| 20 | Permanence Portfolio · MSHPX, MSHNX, MSHOX, MSHMX cheaper diff. adviser | 1% | 0.80% | Morgan Stanley Investment Management Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.