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 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX | 37% | 0.83% | Morgan Stanley Investment Management Inc. |
| 2 | International Resilience Portfolio · MSDKX, MSDEX, MSCZX, MSDFX | 34% | 0.80% | Morgan Stanley Investment Management Inc. |
| 3 | Global Opportunity Portfolio · MGGIX, MGGLX, MGGPX, MGTSX, MSOPX, MGORX | 33% | 0.85% | Morgan Stanley Investment Management Inc. |
| 4 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 32% | 0.96% | Voya Investments, LLC |
| 5 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX | 32% | 0.90% | — |
| 6 | MML Global Fund diff. adviser | 30% | 0.81% | MML Investment Advisers, LLC |
| 7 | JNL/Invesco Global Growth Fund cheaper diff. adviser | 30% | 0.67% | Jackson National Asset Management, LLC |
| 8 | EQ/Invesco Global Portfolio diff. adviser | 30% | 0.85% | Equitable Investment Management Group, LLC |
| 9 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX diff. adviser | 30% | 0.93% | MML Investment Advisers, LLC |
| 10 | Invesco Global Equity Portfolio cheaper diff. adviser | 29% | 0.58% | Brighthouse Investment Advisers, LLC |
| 11 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX diff. adviser | 29% | 0.89% | EULAV Asset Management |
| 12 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 29% | 1.01% | Polen Capital Management, L.L.C. |
| 13 | Dana Unconstrained Equity ETF · DUNK | 28% | 0.75% | — |
| 14 | First Trust Bloomberg Artificial Intelligence ETF · FAI cheaper | 28% | 0.65% | — |
| 15 | Polen Capital Global Growth ETF diff. adviser | 28% | 0.85% | IM Global Partner Fund Management, LLC |
| 16 | EVOLUTIONARY TREE INNOVATORS FUND · INVNX, INVTX diff. adviser | 28% | 0.97% | Evolutionary Tree Capital Management, LLC |
| 17 | Victory Pioneer Fundamental Growth Fund · PFGRX, PFGKX, PIGFX, FUNYX, FUNCX cheaper diff. adviser | 27% | 0.65% | Victory Capital Management Inc. |
| 18 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper diff. adviser | 27% | 0.70% | Touchstone Advisors, Inc. |
| 19 | Franklin Disruptive Commerce ETF · BUYZ cheaper diff. adviser | 27% | 0.50% | Franklin Advisers, Inc. |
| 20 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX cheaper diff. adviser | 27% | 0.66% | MML Investment Advisers, LLC |
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