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 | Discovery Portfolio · MACGX, MPEGX, MSKLX, MMCGX, MSMFX cheaper | 95% | 0.63% | Morgan Stanley Investment Management Inc. |
| 2 | Morgan Stanley Discovery Portfolio cheaper diff. adviser | 75% | 0.66% | Brighthouse Investment Advisers, LLC |
| 3 | Morgan Stanley Insight Fund · CPOAX, CPOCX, CPODX, MCRTX, MSCMX, MBIRX cheaper | 70% | 0.82% | Morgan Stanley Investment Management Inc. |
| 4 | Growth Portfolio · MEGIX, MEGTX cheaper | 64% | 0.57% | Morgan Stanley Investment Management Inc. |
| 5 | Global Insight Portfolio · MIGIX, MIGLX, MIGPX, MSPTX, MGZZX | 64% | 0.95% | Morgan Stanley Investment Management Inc. |
| 6 | GROWTH PORTFOLIO · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX cheaper | 62% | 0.52% | Morgan Stanley Investment Management Inc. |
| 7 | Transamerica Capital Growth · IALAX, ILLLX, TFOIX, TCPWX, TAAEX cheaper diff. adviser | 55% | 0.73% | Transamerica Asset Management, Inc. |
| 8 | Transamerica Morgan Stanley Capital Growth VP cheaper diff. adviser | 53% | 0.76% | Transamerica Asset Management, Inc. |
| 9 | Advantage Portfolio · MPAIX, MAPLX, MAPPX, MADSX, MSPRX cheaper | 48% | 0.81% | Morgan Stanley Investment Management Inc. |
| 10 | Inception Portfolio · MSSGX, MSSMX, MSSLX, MFLLX, MSCOX cheaper | 46% | 0.93% | Morgan Stanley Investment Management Inc. |
| 11 | Permanence Portfolio · MSHPX, MSHNX, MSHOX, MSHMX cheaper | 45% | 0.80% | Morgan Stanley Investment Management Inc. |
| 12 | Global Permanence Portfolio · MGKQX, MGKAX, MGKCX, MGKIX | 40% | 0.95% | Morgan Stanley Investment Management Inc. |
| 13 | Transamerica Large Growth · TGWRX, TGWFX, TGWTX, TAGDX cheaper diff. adviser | 29% | 0.72% | Transamerica Asset Management, Inc. |
| 14 | EQ/Morgan Stanley Small Cap Growth Portfolio cheaper diff. adviser | 25% | 0.90% | Equitable Investment Management Group, LLC |
| 15 | Global Endurance Portfolio · MSJSX, MSJAX, MSJCX, MSJIX | 22% | 0.95% | Morgan Stanley Investment Management Inc. |
| 16 | TrueShares Technology, AI & Deep Learning ETF · LRNZ cheaper diff. adviser | 16% | 0.69% | TrueMark Investments, LLC |
| 17 | Franklin Exponential Data ETF · XDAT cheaper diff. adviser | 14% | 0.50% | Franklin Advisers, Inc. |
| 18 | Patient Opportunity Trust · LMORX, LMOFX, LGOAX, LMNOX, LMOPX, MVISX diff. adviser | 14% | 1.42% | Patient Capital Management, LLC |
| 19 | SA Multi-Managed Large Cap Growth Portfolio cheaper diff. adviser | 13% | 0.79% | SunAmerica Asset Management, LLC |
| 20 | Baillie Gifford U.S. Equity Growth Fund · BGGSX, BGGKX cheaper diff. adviser | 13% | 0.65% | Baillie Gifford Overseas Ltd |
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