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 · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX cheaper | 83% | 0.52% | Morgan Stanley Investment Management Inc. |
| 2 | Global Insight Portfolio · MIGIX, MIGLX, MIGPX, MSPTX, MGZZX | 81% | 0.95% | Morgan Stanley Investment Management Inc. |
| 3 | Growth Portfolio · MEGIX, MEGTX cheaper | 81% | 0.57% | Morgan Stanley Investment Management Inc. |
| 4 | Discovery Portfolio · MACGX, MPEGX, MSKLX, MMCGX, MSMFX cheaper | 73% | 0.63% | Morgan Stanley Investment Management Inc. |
| 5 | Discovery Portfolio · MMGTX, MMGPX | 70% | 0.95% | Morgan Stanley Investment Management Inc. |
| 6 | Transamerica Capital Growth · IALAX, ILLLX, TFOIX, TCPWX, TAAEX cheaper diff. adviser | 70% | 0.73% | Transamerica Asset Management, Inc. |
| 7 | Transamerica Morgan Stanley Capital Growth VP cheaper diff. adviser | 70% | 0.76% | Transamerica Asset Management, Inc. |
| 8 | Advantage Portfolio · MPAIX, MAPLX, MAPPX, MADSX, MSPRX cheaper | 58% | 0.81% | Morgan Stanley Investment Management Inc. |
| 9 | Morgan Stanley Discovery Portfolio cheaper diff. adviser | 55% | 0.66% | Brighthouse Investment Advisers, LLC |
| 10 | Permanence Portfolio · MSHPX, MSHNX, MSHOX, MSHMX cheaper | 44% | 0.80% | Morgan Stanley Investment Management Inc. |
| 11 | Global Permanence Portfolio · MGKQX, MGKAX, MGKCX, MGKIX | 44% | 0.95% | Morgan Stanley Investment Management Inc. |
| 12 | Inception Portfolio · MSSGX, MSSMX, MSSLX, MFLLX, MSCOX | 42% | 0.93% | Morgan Stanley Investment Management Inc. |
| 13 | Transamerica Large Growth · TGWRX, TGWFX, TGWTX, TAGDX cheaper diff. adviser | 40% | 0.72% | Transamerica Asset Management, Inc. |
| 14 | EQ/Morgan Stanley Small Cap Growth Portfolio diff. adviser | 23% | 0.90% | Equitable Investment Management Group, LLC |
| 15 | ARK Next Generation Internet ETF · ARKW cheaper diff. adviser | 20% | 0.76% | ARK Investment Management LLC |
| 16 | SA Multi-Managed Large Cap Growth Portfolio cheaper diff. adviser | 19% | 0.79% | SunAmerica Asset Management, LLC |
| 17 | Baillie Gifford U.S. Equity Growth Fund · BGGSX, BGGKX cheaper diff. adviser | 19% | 0.65% | Baillie Gifford Overseas Ltd |
| 18 | Founder-Led ETF diff. adviser | 18% | — | Corgi Strategies, LLC |
| 19 | Franklin Exponential Data ETF · XDAT cheaper diff. adviser | 18% | 0.50% | Franklin Advisers, Inc. |
| 20 | American Beacon ARK Transformational Innovation Fund · ADNIX, ADNPX, ADNYX, ADNAX, ADNCX, ADNRX diff. adviser | 18% | 1.05% | American Beacon Advisors, Inc. |
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