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 | Growth Portfolio · MEGIX, MEGTX cheaper | 70% | 0.57% | Morgan Stanley Investment Management Inc. |
| 2 | GROWTH PORTFOLIO · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX cheaper | 69% | 0.52% | Morgan Stanley Investment Management Inc. |
| 3 | Transamerica Morgan Stanley Capital Growth VP cheaper diff. adviser | 67% | 0.76% | Transamerica Asset Management, Inc. |
| 4 | Global Insight Portfolio · MIGIX, MIGLX, MIGPX, MSPTX, MGZZX | 64% | 0.95% | Morgan Stanley Investment Management Inc. |
| 5 | Transamerica Capital Growth · IALAX, ILLLX, TFOIX, TCPWX, TAAEX cheaper diff. adviser | 63% | 0.73% | Transamerica Asset Management, Inc. |
| 6 | Permanence Portfolio · MSHPX, MSHNX, MSHOX, MSHMX cheaper | 59% | 0.80% | Morgan Stanley Investment Management Inc. |
| 7 | Morgan Stanley Insight Fund · CPOAX, CPOCX, CPODX, MCRTX, MSCMX, MBIRX | 58% | 0.82% | Morgan Stanley Investment Management Inc. |
| 8 | Global Permanence Portfolio · MGKQX, MGKAX, MGKCX, MGKIX | 55% | 0.95% | Morgan Stanley Investment Management Inc. |
| 9 | Discovery Portfolio · MMGTX, MMGPX | 48% | 0.95% | Morgan Stanley Investment Management Inc. |
| 10 | Discovery Portfolio · MACGX, MPEGX, MSKLX, MMCGX, MSMFX cheaper | 44% | 0.63% | Morgan Stanley Investment Management Inc. |
| 11 | Morgan Stanley Discovery Portfolio cheaper diff. adviser | 38% | 0.66% | Brighthouse Investment Advisers, LLC |
| 12 | Transamerica Large Growth · TGWRX, TGWFX, TGWTX, TAGDX cheaper diff. adviser | 36% | 0.72% | Transamerica Asset Management, Inc. |
| 13 | SA Multi-Managed Large Cap Growth Portfolio cheaper diff. adviser | 30% | 0.79% | SunAmerica Asset Management, LLC |
| 14 | Baillie Gifford U.S. Equity Growth Fund · BGGSX, BGGKX cheaper diff. adviser | 28% | 0.65% | Baillie Gifford Overseas Ltd |
| 15 | Zevenbergen Genea Fund · ZVGIX, ZVGNX diff. adviser | 26% | 1.00% | Zevenbergen Capital Investments LLC |
| 16 | Franklin Exponential Data ETF · XDAT cheaper diff. adviser | 23% | 0.50% | Franklin Advisers, Inc. |
| 17 | Founder-Led ETF diff. adviser | 23% | — | Corgi Strategies, LLC |
| 18 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX diff. adviser | 22% | 0.90% | Virtus Investment Advisers, LLC |
| 19 | ARK Next Generation Internet ETF · ARKW cheaper diff. adviser | 21% | 0.76% | ARK Investment Management LLC |
| 20 | Baron First Principles ETF · RONB diff. adviser | 21% | 1.00% | BAMCO, Inc. |
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